Legacy Wealth Management, LLC
Filing Date
Global Rank
#8,210
/ 8,586
▲ 44
Top Industry
Telecom Services
30.9%
3Y Alpha vs SPY
+2.7%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+90.1%
SPY
+78.1%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 86.2% | $6,625,038 |
| Technology | 9.5% | $730,148 |
| Communication Services | 4.3% | $326,572 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo 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. | ||||
3 positions ·
$730,148 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,522 | $265,436 | 36.35% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,007 | $255,566 | 35.00% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 565 | $209,146 | 28.64% |