Portfolio (Quarterly) Guide ↗

Legacy Wealth Partners, LLC

· CIK 0002066638

13F Portfolio $445M AUM 189 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 33 New 75 Added 58 Reduced 20 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RPV	INVESCO EXCHANGE TRADED FD T	—	15,650	$1.7M	0.42%	SOLD
2	COMT	ISHARES U S ETF TR	—	49,268	$1.7M	0.42%	SOLD
3	GVI	ISHARES TR	—	15,368	$1.6M	0.41%	SOLD
4	EWX	SPDR INDEX SHS FDS	—	24,793	$1.6M	0.41%	SOLD
5	QQQ	INVESCO QQQ TR	Financial Services	1,986	$1.1M	0.29%	SOLD
6	LDUR	PIMCO ETF TR	—	9,505	$911K	0.23%	SOLD
7	AVSF	AMERICAN CENTY ETF TR	—	19,437	$910K	0.23%	SOLD
8	EPD	ENTERPRISE PRODS PARTNERS L	—	15,096	$571K	0.14%	SOLD
9	QUAL	ISHARES TR	—	2,742	$526K	0.13%	SOLD
10	LST	MANAGED PORTFOLIO SERIES	—	12,258	$496K	0.12%	SOLD
11	BINC	BLACKROCK ETF TRUST II	—	5,816	$302K	0.08%	SOLD
12	UGL	PROSHARES TR II	Financial Services	4,662	$287K	0.07%	SOLD
13	IAU	ISHARES GOLD TR	Financial Services	3,196	$282K	0.07%	SOLD
14	FDX	FEDEX CORP	Industrials	651	$232K	0.06%	SOLD
15	HCA	HCA HEALTHCARE INC	Healthcare	475	$225K	0.06%	SOLD
16	IYF	ISHARES TR	—	1,855	$218K	0.06%	SOLD
17	PEP	PEPSICO INC	Consumer Defensive	1,397	$217K	0.05%	SOLD
18	PFE	PFIZER INC	Healthcare	7,281	$204K	0.05%	SOLD
19	TALK	TALKSPACE INC	Healthcare	15,527	$80K	0.02%	SOLD
20	TNYA	TENAYA THERAPEUTICS INC	Healthcare	14,084	$10K	0.00%	SOLD

Sector Allocation

Technology 36.8%

Financial Services 29.3%

Industrials 7.5%

Healthcare 7.1%

Consumer Cyclical 6.5%

Consumer Defensive 5.1%

Communication Services 4.3%

Energy 1.9%

Utilities 1.4%