Legacy Wealth Partners, LLC

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CIK 2066638

13F portfolio (2026-Q1)

$399M

Positions

176

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

176

Top 5

41.2%

Top 10

54.3%

Effective N

22.4

HHI

0.045

This quarter

26 new · 0 exit →

By sector

Unclassified90.9%

Information Technology4.3%

Consumer Discretionary1.1%

Financials0.9%

Health Care0.9%

Industrials0.6%

Communication Services0.5%

Energy0.2%

Other0.4%

By market cap

Unknown91.1%

Mega (>$200B)7.1%

Large ($10–200B)1.8%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other90.9%

North America8.9%

Asia-Pacific0.1%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.21%	124
Semiconductors & Semiconductor Equipment	2.34%	4
Technology Hardware & Equipment	1.26%	5
Specialty Retail	0.75%	5
Pharmaceuticals & Biotechnology	0.66%	5
Software	0.55%	1
Software & IT Services	0.46%	3
Banks	0.37%	3
Machinery	0.25%	2
Oil, Gas & Consumable Fuels	0.25%	2
Utilities	0.22%	2
Aerospace & Defense	0.21%	2
Commercial Services & Supplies	0.18%	2
Health Care Equipment & Supplies	0.17%	1
Electrical Equipment & Components	0.16%	2
Distributors	0.12%	1
Beverages	0.12%	2
Construction & Engineering	0.11%	1
Textiles, Apparel & Luxury Goods	0.10%	1
Tobacco	0.09%	1
Insurance	0.08%	1
Hotels, Restaurants & Leisure	0.08%	1
Diversified Telecommunication Services	0.08%	1
Health Care Providers & Services	0.08%	2
Airlines	0.06%	1
Automobiles & Components	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AGG	ISHARES TR	Unclassified	11.98%
2	IVV	ISHARES TR	Unclassified	11.35%
3	IEFA	ISHARES TR	Unclassified	6.21%
4	SGOV	ISHARES TR	Unclassified	5.92%
5	VTV	VANGUARD INDEX FDS	Unclassified	5.72%
6	VOO	VANGUARD INDEX FDS	Unclassified	3.42%
7	VB	VANGUARD INDEX FDS	Unclassified	2.56%
8	IUSB	ISHARES TR	Unclassified	2.52%
9	VO	VANGUARD INDEX FDS	Unclassified	2.46%
10	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.17%

53/176 names classified · sector 9.1% of weight · industry 8.8% · mkt cap 8.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, IBM · other

Consumer DiscretionaryAMZN, COST, TSLA, SYY, CTAS · other

FinancialsBRK.B, JPM, V, MA, AON · other

Health CareLLY, BSX, JNJ, ABBV, ABT · other

Communication ServicesGOOGL, META, GOOG, T

IndustrialsXYL, J, LRCX, LMT, RTX · other

EnergyXOM, CVX

UtilitiesEPD, DUK

Consumer StaplesMO, KO, PEP

UnclassifiedIVV, AGG, IEFA, SPY, SGOV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 9.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 9% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (48 classified)Legacy Wealth Partners, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryHealth CareIndustrialsCommunication ServicesFinancialsEnergyConsumer StaplesUtilities

Style box summary for Legacy Wealth Partners, LLC: centroid Large Growth. Heaviest cells: Large Growth 4.7%, Large Core 2.1%, Large Value 0.9%.

Classified: 8.5% of book weight (48/176 names) · unclassified 91.5%: AGG, IVV, IEFA, SGOV, VTV, VOO, VB, IUSB, VO, VEA +118 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 176 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AGGISHARES TR	481,289	$48M	12.0%	TRIM −4%
2	IVVISHARES TR	69,296	$45M	11.3%	TRIM −13%
3	IEFAISHARES TR	273,493	$25M	6.2%	HOLD
4	SGOVISHARES TR	234,767	$24M	5.9%	ADD 2187%
5	VTVVANGUARD INDEX FDS	116,322	$23M	5.7%	ADD 139%
6	VOOVANGUARD INDEX FDS	22,839	$14M	3.4%	ADD 4%
7	VBVANGUARD INDEX FDS	39,004	$10M	2.6%	ADD 4%
8	IUSBISHARES TR	218,024	$10M	2.5%	ADD 493%
9	VOVANGUARD INDEX FDS	34,178	$10M	2.5%	ADD 3%
10	VEAVANGUARD TAX-MANAGED FDS	135,254	$9M	2.2%	ADD 3%
11	NVDANVIDIA CORPORATION	44,985	$8M	2.0%	TRIM −6%
12	HYGISHARES TR	85,029	$7M	1.7%	ADD 8%
13	SPYSTATE STR SPDR S&P 500 ETF T	9,685	$6M	1.6%	TRIM −74%
14	AORISHARES TR	96,261	$6M	1.6%	TRIM −9%
15	PDBCINVESCO ACTVELY MNGD ETC FD	353,500	$6M	1.5%	NEW
16	EEMISHARES TR	94,911	$5M	1.4%	ADD 34%
17	VTEBVANGUARD MUN BD FDS	104,005	$5M	1.3%	HOLD
18	IAGGISHARES TR	95,019	$5M	1.2%	ADD 949%
19	AOAISHARES TR	50,120	$4M	1.1%	TRIM −11%
20	XLSRSSGA ACTIVE TR	73,754	$4M	1.1%	ADD 8%
21	SPDWSPDR INDEX SHS FDS	88,729	$4M	1.0%	ADD 6%
22	AAPLAPPLE INC	15,209	$4M	1.0%	ADD 3%
23	VWOVANGUARD INTL EQUITY INDEX F	56,620	$3M	0.8%	ADD 3%
24	SPEMSPDR INDEX SHS FDS	63,295	$3M	0.7%	ADD 9%
25	BNDXVANGUARD CHARLOTTE FDS	61,403	$3M	0.7%	ADD 9%
26	IWMISHARES TR	11,568	$3M	0.7%	ADD 21%
27	BSVVANGUARD BD INDEX FDS	33,879	$3M	0.7%	ADD 10%
28	FISRSSGA ACTIVE TR	92,538	$2M	0.6%	ADD 44%
29	MSFTMICROSOFT CORP	5,943	$2M	0.6%	TRIM −10%
30	IEFISHARES TR	21,624	$2M	0.5%	ADD 160%
31	DXJWISDOMTREE TR	11,810	$2M	0.5%	NEW
32	USDUWISDOMTREE TR	71,083	$2M	0.5%	NEW
33	XLESELECT SECTOR SPDR TR	30,012	$2M	0.5%	NEW
34	SHYISHARES TR	21,696	$2M	0.4%	ADD 32%
35	EFAISHARES TR	18,056	$2M	0.4%	HOLD
36	GLDSPDR GOLD TR	4,043	$2M	0.4%	TRIM −71%
37	XBISPDR SERIES TRUST	13,595	$2M	0.4%	TRIM −11%
38	RPVINVESCO EXCHANGE TRADED FD T	15,650	$2M	0.4%	NEW
39	COMTISHARES U S ETF TR	49,268	$2M	0.4%	NEW
40	GVIISHARES TR	15,368	$2M	0.4%	ADD 15%
41	EWXSPDR INDEX SHS FDS	24,793	$2M	0.4%	ADD 15%
42	SHVISHARES TR	14,674	$2M	0.4%	ADD 12%
43	VXFVANGUARD INDEX FDS	7,493	$2M	0.4%	ADD 3%
44	SSOPROSHARES TR	29,370	$2M	0.4%	TRIM −82%
45	AOMISHARES TR	31,035	$1M	0.4%	TRIM −7%
46	SPSMSPDR SERIES TRUST	30,191	$1M	0.4%	TRIM −16%
47	CERYSPDR SERIES TRUST	41,034	$1M	0.4%	ADD 45%
48	UWMPROSHARES TR	29,802	$1M	0.3%	ADD 5%
49	AMZNAMAZON COM INC	6,554	$1M	0.3%	TRIM −4%
50	BIVVANGUARD BD INDEX FDS	17,116	$1M	0.3%	ADD 10%
51	IEMGISHARES INC	18,349	$1M	0.3%	HOLD
52	VMBSVANGUARD SCOTTSDALE FDS	26,648	$1M	0.3%	ADD 10%
53	EETPROSHARES TR	14,842	$1M	0.3%	ADD 91%
54	IVEISHARES TR	5,740	$1M	0.3%	TRIM −9%
55	BLVVANGUARD BD INDEX FDS	17,565	$1M	0.3%	ADD 10%
56	BRK.BBERKSHIRE HATHAWAY INC DEL	2,422	$1M	0.3%	ADD 8%
57	VUGVANGUARD INDEX FDS	2,651	$1M	0.3%	TRIM −20%
58	QQQINVESCO QQQ TR	1,986	$1M	0.3%	NEW
59	LLYELI LILLY & CO	1,224	$1M	0.3%	TRIM −2%
60	DYNFBLACKROCK ETF TRUST	18,458	$1M	0.3%	TRIM −10%
61	SPMDSPDR SERIES TRUST	17,077	$1M	0.3%	ADD 7%
62	IVWISHARES TR	8,919	$1M	0.3%	TRIM −5%
63	AVGOBROADCOM INC	3,110	$962,577	0.2%	HOLD
64	EFVISHARES TR	12,934	$961,643	0.2%	TRIM −11%
65	GOOGLALPHABET INC	3,331	$957,862	0.2%	TRIM −5%
66	JPMJPMORGAN CHASE & CO	3,150	$926,604	0.2%	ADD 2%
67	LDURPIMCO ETF TR	9,505	$910,769	0.2%	NEW
68	AVSFAMERICAN CENTY ETF TR	19,437	$909,652	0.2%	NEW
69	IDEVISHARES TR	10,479	$875,740	0.2%	TRIM −25%
70	MUBISHARES TR	8,100	$859,815	0.2%	ADD 30%
71	GWXSPDR INDEX SHS FDS	19,930	$841,644	0.2%	ADD 9%
72	COSTCOSTCO WHSL CORP NEW	768	$765,258	0.2%	TRIM −4%
73	GBILGOLDMAN SACHS ETF TR	7,377	$739,102	0.2%	TRIM −8%
74	JNJJOHNSON & JOHNSON	2,973	$726,720	0.2%	ADD 3%
75	IJRISHARES TR	5,693	$707,728	0.2%	TRIM −5%
76	AOKISHARES TR	17,680	$705,260	0.2%	HOLD
77	GSYINVESCO ACTIVELY MANAGED EXC	13,936	$698,472	0.2%	NEW
78	SPTLSPDR SERIES TRUST	26,453	$695,714	0.2%	TRIM −25%
79	BSXBOSTON SCIENTIFIC CORP	10,933	$686,046	0.2%	HOLD
80	VEUVANGUARD INTL EQUITY INDEX F	9,082	$682,055	0.2%	HOLD
81	MBBISHARES TR	7,155	$679,367	0.2%	TRIM −4%
82	JNKSPDR SER TR	6,955	$665,733	0.2%	ADD 75%
83	XYLXYLEM INC	5,369	$641,596	0.2%	ADD 138%
84	XOMEXXON MOBIL CORP	3,670	$622,656	0.2%	TRIM −19%
85	EMHCSPDR SERIES TRUST	24,453	$606,434	0.2%	ADD 7%
86	METAMETA PLATFORMS INC	1,019	$583,178	0.1%	HOLD
87	SPLBSPDR SERIES TRUST	25,964	$576,920	0.1%	NEW
88	EPDENTERPRISE PRODS PARTNERS L	15,096	$571,233	0.1%	HOLD
89	ABBVABBVIE INC	2,600	$565,474	0.1%	ADD 15%
90	KAMOKENSINGTON CREDIT OPPORTUNITIES ETF	22,844	$563,765	0.1%	ADD 5%
91	ISCBISHARES TR	8,626	$561,484	0.1%	HOLD
92	VTIVANGUARD INDEX FDS	1,725	$553,501	0.1%	TRIM −13%
93	IJHISHARES TR	8,054	$543,906	0.1%	HOLD
94	KORPAMERICAN CENTY ETF TR	11,643	$542,690	0.1%	ADD 7%
95	QUALISHARES TR	2,742	$525,943	0.1%	ADD 5%
96	EFGISHARES TR	4,677	$520,877	0.1%	NEW
97	TLHISHARES TR	5,062	$509,845	0.1%	TRIM −11%
98	SRLNSSGA ACTIVE ETF TR	12,596	$505,603	0.1%	ADD 8%
99	LSTLEUTHOLD SELECT INDUSTRIES ETF	12,258	$495,836	0.1%	NEW
100	JQUAJ P MORGAN EXCHANGE TRADED F	7,899	$484,367	0.1%	TRIM −6%
101	SYYSYSCO CORP	6,787	$484,117	0.1%	HOLD
102	BAIBLACKROCK ETF TRUST	14,645	$482,553	0.1%	ADD 8%
103	ESGUISHARES TR	3,357	$474,747	0.1%	TRIM −2%
104	GOVTISHARES TR	20,347	$466,150	0.1%	NEW
105	JJACOBS SOLUTIONS INC	3,590	$456,935	0.1%	HOLD
106	THROBLACKROCK ETF TRUST	12,201	$441,920	0.1%	ADD 6%
107	RTXRTX CORPORATION	2,199	$424,238	0.1%	NEW
108	LMTLOCKHEED MARTIN CORP	702	$424,026	0.1%	ADD 60%
109	CTASCINTAS CORP	2,335	$394,942	0.1%	TRIM −6%
110	IWSISHARES TR	2,708	$394,664	0.1%	ADD 10%
111	IBMINTERNATIONAL BUSINESS MACHS	1,610	$390,252	0.1%	ADD 8%
112	PFFISHARES TR	12,471	$378,121	0.1%	HOLD
113	VVISA INC	1,251	$378,102	0.1%	TRIM −5%
114	VOEVANGUARD INDEX FDS	2,045	$376,853	0.1%	ADD 5%
115	ILCVISHARES TR	3,980	$370,697	0.1%	HOLD
116	MTUMISHARES TR	1,539	$369,345	0.1%	HOLD
117	IDUISHARES TR	3,122	$362,495	0.1%	HOLD
118	LRCXLAM RESEARCH CORP	1,691	$361,299	0.1%	ADD 4%
119	CVXCHEVRON CORP NEW	1,733	$358,558	0.1%	TRIM −44%
120	MOALTRIA GROUP INC	5,341	$352,453	0.1%	TRIM −9%
121	BILSPDR SERIES TRUST	3,760	$344,566	0.1%	NEW
122	WMTWALMART INC	2,758	$342,764	0.1%	HOLD
123	MUFGMITSUBISHI UFJ FINANCIAL GRO	20,154	$342,013	0.1%	HOLD
124	BSCSINVESCO EXCH TRD SLF IDX FD	16,734	$341,758	0.1%	HOLD
125	BLCRBLACKROCK ETF TRUST	8,287	$340,264	0.1%	NEW
126	GEGE AEROSPACE	1,194	$338,821	0.1%	HOLD
127	MAMASTERCARD INCORPORATED	678	$338,769	0.1%	TRIM −3%
128	BSCQINVESCO EXCH TRD SLF IDX FD	17,303	$337,928	0.1%	TRIM −3%
129	VOTVANGUARD INDEX FDS	1,312	$337,643	0.1%	TRIM −39%
130	BSCYINVESCO EXCH TRD SLF IDX FD	16,304	$337,462	0.1%	TRIM −2%
131	BSCUINVESCO EXCH TRD SLF IDX FD	20,110	$336,221	0.1%	TRIM −2%
132	BSCRINVESCO EXCH TRD SLF IDX FD	17,095	$335,489	0.1%	TRIM −3%
133	IYEISHARES TR	5,178	$335,379	0.1%	NEW
134	BSCWINVESCO EXCH TRD SLF IDX FD	16,281	$335,192	0.1%	TRIM −3%
135	AONAON PLC	1,037	$334,723	0.1%	HOLD
136	BSCZINVESCO EXCH TRD SLF IDX FD	16,285	$334,168	0.1%	ADD 2%
137	BSCTINVESCO EXCH TRD SLF IDX FD	17,825	$332,622	0.1%	TRIM −4%
138	BSCVINVESCO EXCH TRD SLF IDX FD	20,152	$331,702	0.1%	HOLD
139	BSCXINVESCO EXCH TRD SLF IDX FD	15,578	$329,475	0.1%	TRIM −4%
140	MCDMCDONALDS CORP	1,026	$318,899	0.1%	ADD 4%
141	AMDADVANCED MICRO DEVICES INC	1,561	$317,554	0.1%	ADD 6%
142	TIPXSPDR SERIES TRUST	16,445	$315,580	0.1%	ADD 8%
143	TAT&T INC	10,873	$315,202	0.1%	TRIM −7%
144	KLACKLA CORP	210	$309,222	0.1%	ADD 7%
145	SPYMSPDR SERIES TRUST	4,038	$309,069	0.1%	ADD 24%
146	EBNDSPDR SERIES TRUST	14,938	$308,320	0.1%	ADD 6%
147	IBITISHARES BITCOIN TRUST ETF	7,885	$302,942	0.1%	ADD 13%
148	BINCBLACKROCK ETF TRUST II	5,816	$302,025	0.1%	TRIM −12%
149	DUKDUKE ENERGY CORP NEW	2,305	$301,817	0.1%	TRIM −2%
150	HDHOME DEPOT INC	897	$295,147	0.1%	TRIM −3%
151	GOOGALPHABET INC	1,027	$294,605	0.1%	TRIM −2%
152	IDEFBLACKROCK ETF TRUST	8,791	$287,642	0.1%	NEW
153	UGLPROSHARES TR II	4,662	$286,527	0.1%	TRIM −86%
154	IAUISHARES GOLD TR	3,196	$281,759	0.1%	TRIM −75%
155	FLVAMERICAN CENTY ETF TR	3,658	$280,551	0.1%	ADD 5%
156	GEVGE VERNOVA INC	321	$280,201	0.1%	NEW
157	SCHXSCHWAB U.S. LARGE-CAP ETF	10,761	$275,912	0.1%	HOLD
158	VRIGINVESCO ACTIVELY MANAGED EXC	10,239	$256,333	0.1%	NEW
159	KOCOCA COLA CO	3,361	$255,568	0.1%	HOLD
160	TTTRANE TECHNOLOGIES PLC	609	$253,795	0.1%	NEW
161	TJXTJX COS INC NEW	1,514	$241,786	0.1%	ADD 2%
162	FDXFEDEX CORP	651	$231,998	0.1%	NEW
163	CSCOCISCO SYS INC	2,942	$228,270	0.1%	TRIM −11%
164	HCAHCA HEALTHCARE INC	475	$224,789	0.1%	NEW
165	IYFISHARES TR	1,855	$218,259	0.1%	HOLD
166	PEPPEPSICO INC	1,397	$216,940	0.1%	TRIM −6%
167	VIGVANGUARD SPECIALIZED FUNDS	1,002	$215,490	0.1%	HOLD
168	VCITVANGUARD SCOTTSDALE FDS	2,575	$213,047	0.1%	TRIM −6%
169	JPSTJ P MORGAN EXCHANGE TRADED F	4,202	$212,657	0.1%	ADD 4%
170	HSBCHSBC HLDGS PLC	2,565	$211,587	0.1%	HOLD
171	IYWISHARES TR	1,151	$208,814	0.1%	TRIM −13%
172	AMATAPPLIED MATLS INC	600	$205,074	0.1%	NEW
173	PFEPFIZER INC	7,281	$204,440	0.1%	NEW
174	FFORD MTR CO	11,510	$132,822	0.0%	TRIM −7%
175	TALKTALKSPACE INC	15,527	$80,352	0.0%	HOLD
176	TNYATENAYA THERAPEUTICS INC	14,084	$9,752	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AGGISHARES TR

—

503K

481K

$48M

IVVISHARES TR

—

80K

69K

$45M

IEFAISHARES TR

—

273K

$25M

SGOVISHARES TR

—

10K

235K

$24M

VTVVANGUARD INDEX FDS

—

49K

116K

$23M

VOOVANGUARD INDEX FDS

—

22K

23K

$14M

VBVANGUARD INDEX FDS

—

37K

39K

$10M

IUSBISHARES TR

—

37K

218K

$10M

VOVANGUARD INDEX FDS

—

33K

34K

$10M

VEAVANGUARD TAX-MANAGED FDS

—

131K

135K

$9M

NVDANVIDIA CORPORATION

—

48K

45K

$8M

HYGISHARES TR

—

79K

85K

$7M

SPYSTATE STR SPDR S&P 500 ETF T

—

37K

10K

$6M

AORISHARES TR

—

106K

96K

$6M

PDBCINVESCO ACTVELY MNGD ETC FD

—

354K

$6M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Legacy Wealth Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 176 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Legacy Wealth Partners, LLC