Legacy Wealth Partners, LLC

CIK

2066638

Location

Lakewood, CO

Portfolio Value

Micro $45,691,979

Diversification

Diversified

Filing Date

Global Rank

#6,598 / 8,232 ▼ 365

Top Industry

Semiconductors 25.4%

3Y Alpha vs SPY

-15.8%

Period ended 2 months ago

Filed Apr 17, 2026 · 57d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+4.7%

SPY

+9.1%

Annualised alpha

-15.4%

Max drawdown

−9.5%

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

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

Top Position

17.2%

−17.9 pts

Top 5

48.0%

−17.1 pts

Top 10

60.6%

−13.2 pts

HHI

668

Diversified−863

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.5%	$16,679,421	10
Unclassified	21.4%	$9,769,183	5
Financial Services	8.1%	$3,692,418	7
Healthcare	7.9%	$3,623,374	8
Industrials	7.5%	$3,446,627	9
Consumer Defensive	5.3%	$2,417,134	6
Consumer Cyclical	5.2%	$2,353,495	5
Communication Services	4.1%	$1,856,070	3
Energy	3.4%	$1,552,441	3
Utilities	0.7%	$301,816	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
XYL	Xylem Inc.	+3,115	5,369	$641,595
IBIT	iShares Bitcoin Trust ETF	+934	7,885	$302,941
AAPL	Apple Inc.	+459	15,209	$3,859,892
ABBV	AbbVie Inc.	+338	2,600	$565,474
LMT	Lockheed Martin Corp	+264	702	$424,281
BRK-B	Berkshire Hathaway Inc	+169	2,422	$1,160,622
IBM	International Business Machines Corp	+123	1,610	$390,247
AMD	Advanced Micro Devices Inc	+86	1,561	$317,554
JNJ	Johnson & Johnson	+77	2,973	$726,720
JPM	Jpmorgan Chase & Co	+74	3,150	$926,604
LRCX	Lam Research Corp	+63	1,691	$361,299
MCD	Mcdonalds Corp	+44	1,026	$318,870
TJX	Tjx Companies Inc /De/	+34	1,514	$241,785
WMT	Walmart Inc.	+17	2,758	$342,764
KLAC	Kla Corp	+13	210	$309,206
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−27,410	9,685	$6,298,542
GLD	Spdr Gold Trust	−9,864	4,043	$1,739,662
IAU	Ishares Gold Trust	−9,471	3,196	$281,759
NVDA	Nvidia Corp	−2,962	44,985	$7,845,384
CVX	Chevron Corp	−1,336	1,733	$358,557
F	Ford Motor Co	−888	11,510	$132,825
T	At&T Inc.	−878	10,873	$315,208
XOM	Exxon Mobil Corp	−853	3,670	$622,652
MSFT	Microsoft Corp	−629	5,943	$2,199,920
MO	Altria Group, Inc.	−506	5,341	$352,452
CSCO	Cisco Systems, Inc.	−363	2,942	$228,269
AMZN	Amazon Com Inc	−297	6,554	$1,365,001
CTAS	Cintas Corp	−161	2,335	$394,941
GOOGL	Alphabet Inc.	−159	3,331	$957,862
SYY	Sysco Corp	−108	6,787	$484,116
PEP	Pepsico Inc	−82	1,397	$216,940
V	Visa Inc.	−70	1,251	$378,102
DUK	Duke Energy CORP	−52	2,305	$301,816
COST	Costco Wholesale Corp /New	−32	768	$765,258
AVGO	Broadcom Inc.	−30	3,110	$962,576
LLY	ELI LILLY & Co	−28	1,224	$1,125,798
HD	Home Depot, Inc.	−23	897	$295,014
MA	Mastercard Inc	−22	678	$338,769
BSX	Boston Scientific Corp	−19	10,933	$686,045
KO	Coca Cola Co	−19	3,361	$255,604
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	1,986	$1,146,279
RTX	RTX Corp	2,199	$424,187
GEV	GE Vernova Inc.	321	$280,200
TT	Trane Technologies plc	609	$253,794
FDX	Fedex Corp	651	$231,873
HCA	HCA Healthcare, Inc.	475	$224,789
AMAT	Applied Materials Inc /De	600	$205,074
PFE	Pfizer Inc	7,281	$204,450
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	2,348	$1,055,942
SONY	Sony Group Corp	12,325	$315,520
ORCL	Oracle Corp	1,252	$244,027
ABT	Abbott Laboratories	1,891	$236,923
BAC	Bank Of America Corp /De/	4,168	$229,240
COF	Capital One Financial Corp	929	$225,152
USB	US Bancorp De	3,997	$213,279
OTIS	Otis Worldwide Corp	2,359	$206,058
INTU	Intuit Inc.	307	$203,362
TMO	Thermo Fisher Scientific Inc.	348	$201,648
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $45,691,979 total · as of Mar 31, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	44,985	-2,962	$7,845,384	−12.3%	17.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,685	-27,410	$6,298,542	−75.1%	13.78%
AAPL	Apple Inc. Technology	Added	15,209	+459	$3,859,892	−3.7%	8.45%
MSFT	Microsoft Corp Technology	Reduced	5,943	-629	$2,199,920	−30.8%	4.81%
GLD	Spdr Gold Trust	Reduced	4,043	-9,864	$1,739,662	−68.4%	3.81%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,554	-297	$1,365,001	−13.7%	2.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,422	+169	$1,160,622	+2.5%	2.54%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,986	NEW	$1,146,279	NEW	2.51%
LLY	ELI LILLY & Co Healthcare	Reduced	1,224	-28	$1,125,798	−16.3%	2.46%
AVGO	Broadcom Inc. Technology	Reduced	3,110	-30	$962,576	−11.4%	2.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,331	-159	$957,862	−12.3%	2.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,150	+74	$926,604	−6.5%	2.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	768	-32	$765,258	+10.9%	1.67%
JNJ	Johnson & Johnson Healthcare	Added	2,973	+77	$726,720	+21.3%	1.59%
BSX	Boston Scientific Corp Healthcare	Reduced	10,933	-19	$686,045	−34.3%	1.50%
XYL	Xylem Inc. Industrials	Added	5,369	+3,115	$641,595	+109.0%	1.40%
XOM	Exxon Mobil Corp Energy	Reduced	3,670	-853	$622,652	+14.4%	1.36%
META	Meta Platforms, Inc. Communication Services	Reduced	1,019	-8	$583,000	−14.0%	1.28%
EPD	Enterprise Products Partners L.P. Energy	Held	15,096	0	$571,232	+18.0%	1.25%
ABBV	AbbVie Inc. Healthcare	Added	2,600	+338	$565,474	+9.4%	1.24%
SYY	Sysco Corp Consumer Defensive	Reduced	6,787	-108	$484,116	−4.7%	1.06%
J	Jacobs Solutions Inc. Industrials	Held	3,590	0	$456,935	−3.9%	1.00%
LMT	Lockheed Martin Corp Industrials	Added	702	+264	$424,281	+100.3%	0.93%
RTX	RTX Corp Industrials	NEW	2,199	NEW	$424,187	NEW	0.93%
CTAS	Cintas Corp Industrials	Reduced	2,335	-161	$394,941	−15.9%	0.86%
IBM	International Business Machines Corp Technology	Added	1,610	+123	$390,247	−11.4%	0.85%
V	Visa Inc. Financial Services	Reduced	1,251	-70	$378,102	−18.4%	0.83%
LRCX	Lam Research Corp Technology	Added	1,691	+63	$361,299	+29.6%	0.79%
CVX	Chevron Corp Energy	Reduced	1,733	-1,336	$358,557	−23.3%	0.78%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,341	-506	$352,452	+4.5%	0.77%
WMT	Walmart Inc. Consumer Defensive	Added	2,758	+17	$342,764	+12.2%	0.75%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Held	20,154	0	$342,013	+7.0%	0.75%
GE	General Electric Co Industrials	Held	1,194	0	$338,821	−7.9%	0.74%
MA	Mastercard Inc Financial Services	Reduced	678	-22	$338,769	−15.2%	0.74%
AON	Aon plc Financial Services	Held	1,037	0	$334,722	−8.5%	0.73%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,026	+44	$318,870	+6.2%	0.70%
AMD	Advanced Micro Devices Inc Technology	Added	1,561	+86	$317,554	+0.5%	0.69%
T	At&T Inc. Communication Services	Reduced	10,873	-878	$315,208	+8.0%	0.69%
KLAC	Kla Corp Technology	Added	210	+13	$309,206	+29.2%	0.68%
IBIT	iShares Bitcoin Trust ETF	Added	7,885	+934	$302,941	−12.2%	0.66%
DUK	Duke Energy CORP Utilities	Reduced	2,305	-52	$301,816	+9.2%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	897	-23	$295,014	−6.8%	0.65%
IAU	Ishares Gold Trust	Reduced	3,196	-9,471	$281,759	−72.6%	0.62%
GEV	GE Vernova Inc. Industrials	NEW	321	NEW	$280,200	NEW	0.61%
KO	Coca Cola Co Consumer Defensive	Reduced	3,361	-19	$255,604	+8.2%	0.56%
TT	Trane Technologies plc Industrials	NEW	609	NEW	$253,794	NEW	0.56%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,514	+34	$241,785	+6.4%	0.53%
FDX	Fedex Corp Industrials	NEW	651	NEW	$231,873	NEW	0.51%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,942	-363	$228,269	−10.3%	0.50%
HCA	HCA Healthcare, Inc. Healthcare	NEW	475	NEW	$224,789	NEW	0.49%