Legacy Wealth Partners, LLC

CIK

2066638

Location

Lakewood, CO

Portfolio Value

Micro $47,961,470

Diversification

Diversified

Filing Date

Global Rank

#6,999 / 8,517 ▼ 462

Top Industry

Semiconductors 20.3%

3Y Alpha vs SPY

+2.6%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.8%

SPY

+13.9%

Annualised alpha

+2.2%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.8%

+5.8 pts

Top 5

47.0%

−0.8 pts

Top 10

60.1%

−3.4 pts

HHI

654

Diversified+79

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$17,005,711	13
Unclassified	21.7%	$10,406,496	3
Financial Services	9.6%	$4,598,161	9
Industrials	8.6%	$4,109,180	12
Healthcare	6.9%	$3,296,061	4
Consumer Cyclical	6.3%	$3,014,756	6
Consumer Defensive	5.0%	$2,378,293	5
Communication Services	4.1%	$1,986,433	3
Energy	1.8%	$871,575	2
Utilities	0.6%	$294,804	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+2,400	12,085	$9,024,715
KLAC	Kla Corp	+1,752	1,962	$591,955
SYY	Sysco Corp	+1,727	8,514	$711,600
AMZN	Amazon Com Inc	+1,498	8,052	$1,919,113
IBIT	iShares Bitcoin Trust ETF	+1,421	9,306	$309,796
MSFT	Microsoft Corp	+663	6,606	$2,464,170
BSX	Boston Scientific Corp	+530	11,463	$489,240
BRK-B	Berkshire Hathaway Inc	+452	2,874	$1,438,120
XOM	ExxonMobil Holdings Corp	+428	4,098	$560,278
WMT	Walmart Inc.	+205	2,963	$335,589
CVX	Chevron Corp	+145	1,878	$311,297
JPM	Jpmorgan Chase & Co	+55	3,205	$1,049,092
DUK	Duke Energy CORP	+24	2,329	$294,804
IBM	International Business Machines Corp	+18	1,628	$457,809
TT	Trane Technologies plc	+12	621	$305,010
GE	General Electric Co	+3	1,197	$447,354
LLY	ELI LILLY & Co	+2	1,226	$1,470,501
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−19,992	24,993	$5,000,849
XYL	Xylem Inc.	−2,030	3,339	$394,703
GLD	Spdr Gold Trust	−1,133	2,910	$1,071,985
F	Ford Motor Co	−953	10,557	$146,742
AAPL	Apple Inc.	−920	14,289	$4,134,665
GOOGL	Alphabet Inc.	−911	3,447	$1,231,854
AVGO	Broadcom Inc.	−417	2,693	$1,017,280
CSCO	Cisco Systems, Inc.	−412	2,530	$297,173
T	At&T Inc.	−353	10,520	$217,764
ABBV	AbbVie Inc.	−281	2,319	$583,553
KO	Coca Cola Co	−264	3,097	$251,693
MCD	Mcdonalds Corp	−193	833	$225,168
V	Visa Inc.	−142	1,109	$380,486
AMD	Advanced Micro Devices Inc	−113	1,448	$841,157
TJX	Tjx Companies Inc /De/	−98	1,416	$214,524
MA	Mastercard Inc	−94	584	$299,942
META	Meta Platforms, Inc.	−66	953	$536,815
AMAT	Applied Materials Inc /De	−60	540	$390,420
HD	Home Depot, Inc.	−59	838	$295,545
LRCX	Lam Research Corp	−58	1,633	$707,627
CTAS	Cintas Corp	−45	2,290	$389,483
MO	Altria Group, Inc.	−25	5,316	$382,486
COST	Costco Wholesale Corp /New	−23	745	$696,925
LMT	Lockheed Martin Corp	−17	685	$348,980
JNJ	Johnson & Johnson	−9	2,964	$752,767
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,892	$403,809
MU	Micron Technology Inc	327	$377,452
STX	Seagate Technology Holdings plc	333	$321,345
PWR	Quanta Services, Inc.	361	$259,934
SPCX	Space Exploration Technologies Corp	1,469	$250,993
DAL	Delta Air Lines, Inc.	2,534	$237,334
CARR	CARRIER GLOBAL Corp	3,134	$229,878
USB	US Bancorp De	3,723	$224,869
BAC	Bank Of America Corp /De/	3,807	$216,922
TSLA	Tesla, Inc.	508	$213,664
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	39,004	$10,215,927
VEA	Vanguard FTSE Developed Markets ETF	135,254	$8,667,076
AOA	iShares Core 80/20 Aggressive Allocation ETF	50,120	$4,435,118
BNDX	Vanguard Total International Bond ETF	61,403	$2,950,414
VXF	Vanguard Extended Market ETF	7,493	$1,542,059
BIV	Vanguard Intermediate-Term Bond ETF	17,116	$1,321,012
QQQ	Invesco Qqq Trust, Series 1	1,986	$1,146,279
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	7,377	$739,101
VEU	Vanguard FTSE All-World Ex-US ETF	9,082	$682,058
EPD	Enterprise Products Partners L.P.	15,096	$571,232
KAMO	Kensington Credit Opportunities ETF	22,844	$563,767
BAI	iShares A.I. Innovation and Tech Active ETF	14,645	$482,552
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	3,760	$344,566
AGQ	ProShares Trust II	4,662	$286,526
IAU	Ishares Gold Trust	3,196	$281,759
FDX	Fedex Corp	651	$231,873
HCA	HCA Healthcare, Inc.	475	$224,789
PEP	Pepsico Inc	1,397	$216,940
VIG	Vanguard Dividend Appreciation ETF	1,002	$215,490
PFE	Pfizer Inc	7,281	$204,450
TALK	Talkspace, Inc.	15,527	$80,352
TNYA	Tenaya Therapeutics, Inc.	14,084	$9,746
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $47,961,470 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	12,085	+2,400	$9,024,715	+43.3%	18.82%
NVDA	Nvidia Corp Technology	Reduced	24,993	-19,992	$5,000,849	−36.3%	10.43%
AAPL	Apple Inc. Technology	Reduced	14,289	-920	$4,134,665	+7.1%	8.62%
MSFT	Microsoft Corp Technology	Added	6,606	+663	$2,464,170	+12.0%	5.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,052	+1,498	$1,919,113	+40.6%	4.00%
LLY	ELI LILLY & Co Healthcare	Added	1,226	+2	$1,470,501	+30.6%	3.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,874	+452	$1,438,120	+23.9%	3.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,447	-911	$1,231,854	−1.6%	2.57%
GLD	Spdr Gold Trust	Reduced	2,910	-1,133	$1,071,985	−38.4%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,205	+55	$1,049,092	+13.2%	2.19%
AVGO	Broadcom Inc. Technology	Reduced	2,693	-417	$1,017,280	+5.7%	2.12%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,448	-113	$841,157	+164.9%	1.75%
JNJ	Johnson & Johnson Healthcare	Reduced	2,964	-9	$752,767	+3.6%	1.57%
SYY	Sysco Corp Consumer Defensive	Added	8,514	+1,727	$711,600	+47.0%	1.48%
LRCX	Lam Research Corp Technology	Reduced	1,633	-58	$707,627	+95.9%	1.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	745	-23	$696,925	−8.9%	1.45%
KLAC	Kla Corp Technology	Added	1,962	+1,752	$591,955	+91.4%	1.23%
ABBV	AbbVie Inc. Healthcare	Reduced	2,319	-281	$583,553	+3.2%	1.22%
XOM	ExxonMobil Holdings Corp Energy	Added	4,098	+428	$560,278	−10.0%	1.17%
META	Meta Platforms, Inc. Communication Services	Reduced	953	-66	$536,815	−7.9%	1.12%
BSX	Boston Scientific Corp Healthcare	Added	11,463	+530	$489,240	−28.7%	1.02%
IBM	International Business Machines Corp Technology	Added	1,628	+18	$457,809	+17.3%	0.95%
J	Jacobs Solutions Inc. Industrials	Held	3,590	0	$452,340	−1.0%	0.94%
GE	General Electric Co Industrials	Added	1,197	+3	$447,354	+32.0%	0.93%
RTX	RTX Corp Industrials	Held	2,199	0	$417,216	−1.6%	0.87%
INTC	Intel Corp Technology	NEW	2,892	NEW	$403,809	NEW	0.84%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	20,154	0	$400,863	+17.2%	0.84%
XYL	Xylem Inc. Industrials	Reduced	3,339	-2,030	$394,703	−38.5%	0.82%
AMAT	Applied Materials Inc /De Technology	Reduced	540	-60	$390,420	+90.4%	0.81%
CTAS	Cintas Corp Industrials	Reduced	2,290	-45	$389,483	−1.4%	0.81%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,316	-25	$382,486	+8.5%	0.80%
V	Visa Inc. Financial Services	Reduced	1,109	-142	$380,486	+0.6%	0.79%
MU	Micron Technology Inc Technology	NEW	327	NEW	$377,452	NEW	0.79%
GEV	GE Vernova Inc. Industrials	Reduced	320	-1	$375,955	+34.2%	0.78%
LMT	Lockheed Martin Corp Industrials	Reduced	685	-17	$348,980	−17.7%	0.73%
AON	Aon plc Financial Services	Held	1,037	0	$343,962	+2.8%	0.72%
WMT	Walmart Inc. Consumer Defensive	Added	2,963	+205	$335,589	−2.1%	0.70%
STX	Seagate Technology Holdings plc Technology	NEW	333	NEW	$321,345	NEW	0.67%
CVX	Chevron Corp Energy	Added	1,878	+145	$311,297	−13.2%	0.65%
IBIT	iShares Bitcoin Trust ETF	Added	9,306	+1,421	$309,796	+2.3%	0.65%
TT	Trane Technologies plc Industrials	Added	621	+12	$305,010	+20.2%	0.64%
MA	Mastercard Inc Financial Services	Reduced	584	-94	$299,942	−11.5%	0.63%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,530	-412	$297,173	+30.2%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	838	-59	$295,545	+0.2%	0.62%
DUK	Duke Energy CORP Utilities	Added	2,329	+24	$294,804	−2.3%	0.61%
PWR	Quanta Services, Inc. Industrials	NEW	361	NEW	$259,934	NEW	0.54%
KO	Coca Cola Co Consumer Defensive	Reduced	3,097	-264	$251,693	−1.5%	0.52%
SPCX	Space Exploration Technologies Corp Industrials	NEW	1,469	NEW	$250,993	NEW	0.52%
HSBC	Hsbc Holdings PLC Financial Services	Held	2,565	0	$243,905	+15.3%	0.51%
DAL	Delta Air Lines, Inc. Industrials	NEW	2,534	NEW	$237,334	NEW	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.