Portfolio (Quarterly) Guide ↗

Legacy Wealth Partners, LLC

· CIK 0002066638

13F Portfolio $399M AUM 176 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 26 New 66 Added 65 Reduced 27 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	USHY	ISHARES TR	—	50,726	$1.9M	0.49%	SOLD
2	LVHI	LEGG MASON ETF INVT	—	47,025	$1.7M	0.45%	SOLD
3	STIP	ISHARES TR	—	15,512	$1.6M	0.41%	SOLD
4	AMLP	ALPS ETF TR	—	33,359	$1.6M	0.41%	SOLD
5	RSP	INVESCO EXCHANGE TRADED FD T	—	8,112	$1.6M	0.40%	SOLD
6	XLI	SELECT SECTOR SPDR TR	—	9,658	$1.5M	0.39%	SOLD
7	NANR	SPDR INDEX SHS FDS	—	21,920	$1.5M	0.39%	SOLD
8	TSLA	TESLA INC	Consumer Cyclical	2,348	$1.1M	0.27%	SOLD
9	QQQM	INVESCO EXCH TRADED FD TR II	—	3,884	$982K	0.25%	SOLD
10	OEF	ISHARES TR	—	2,444	$838K	0.22%	SOLD
11	VONG	VANGUARD SCOTTSDALE FDS	—	5,557	$677K	0.17%	SOLD
12	—	JPMORGAN CHASE FINL CO LLC	—	20,277	$574K	0.15%	SOLD
13	SPYG	SPDR SERIES TRUST	—	3,142	$335K	0.09%	SOLD
14	SONY	SONY GROUP CORP	Technology	12,325	$316K	0.08%	SOLD
15	QLD	PROSHARES TR	—	3,936	$277K	0.07%	SOLD
16	EMB	ISHARES TR	—	2,540	$245K	0.06%	SOLD
17	ORCL	ORACLE CORP	Technology	1,252	$244K	0.06%	SOLD
18	ABT	ABBOTT LABS	Healthcare	1,891	$237K	0.06%	SOLD
19	BAC	BANK AMERICA CORP	Financial Services	4,168	$229K	0.06%	SOLD
20	COF	CAPITAL ONE FINL CORP	Financial Services	929	$225K	0.06%	SOLD

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Sector Allocation

Technology 37.0%

Financial Services 27.9%

Healthcare 8.0%

Industrials 7.0%

Consumer Defensive 5.4%

Consumer Cyclical 5.2%

Communication Services 4.8%

Energy 3.4%

Utilities 1.3%