Legacy Wealth Management, LLC

CIK

1488921

Location

MEMPHIS, TN

Portfolio Value

Micro $7,681,758

Diversification

Highly concentrated

Filing Date

Global Rank

#7,858 / 8,232 ▲ 166

Top Industry

Telecom Services 30.9%

3Y Alpha vs SPY

+2.6%

Period ended 2 months ago

Filed Apr 23, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+88.5%

SPY

+76.5%

Annualised alpha

+2.7%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

82.2%

+5.6 pts

Top 5

97.3%

+3.2 pts

Top 10

100.0%

0.0 pts

HHI

6,828

Highly concentrated+854

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.2%	$6,625,038	2
Technology	9.5%	$730,148	3
Communication Services	4.3%	$326,572	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+30	565	$209,146
QQQ	Invesco Qqq Trust, Series 1	+20	533	$307,636
SPY	Spdr S&P 500 ETF Trust	+3	9,714	$6,317,402
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−7,357	11,265	$326,572
NVDA	Nvidia Corp	−559	1,522	$265,436
AAPL	Apple Inc.	−231	1,007	$255,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	811	$253,843
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $7,681,758 total · as of Mar 31, 2026

All sectors Communication Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	9,714	+3	$6,317,402	−4.6%	82.24%
T	At&T Inc. Communication Services	Reduced	11,265	-7,357	$326,572	−29.4%	4.25%
QQQ	Invesco Qqq Trust, Series 1	Added	533	+20	$307,636	−2.4%	4.00%
NVDA	Nvidia Corp Technology	Reduced	1,522	-559	$265,436	−31.6%	3.46%
AAPL	Apple Inc. Technology	Reduced	1,007	-231	$255,566	−24.1%	3.33%
MSFT	Microsoft Corp Technology	Added	565	+30	$209,146	−19.2%	2.72%