Legacy Wealth Partners, LLC

CIK

2066638

Location

Lakewood, CO

Portfolio Value

Micro $2,417,134

Diversification

Diversified

Filing Date

Global Rank

#6,598 / 8,232 ▼ 365

Top Industry

Semiconductors 25.4%

3Y Alpha vs SPY

-15.1%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

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

+4.8%

SPY

+9.1%

Annualised alpha

-15.1%

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

6 positions · $2,417,134 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	768	-32	$765,258	+10.9%	31.66%
SYY	Sysco Corp Consumer Defensive	Reduced	6,787	-108	$484,116	−4.7%	20.03%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,341	-506	$352,452	+4.5%	14.58%
WMT	Walmart Inc. Consumer Defensive	Added	2,758	+17	$342,764	+12.2%	14.18%
KO	Coca Cola Co Consumer Defensive	Reduced	3,361	-19	$255,604	+8.2%	10.57%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,397	-82	$216,940	+2.2%	8.98%