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

Page 2 of 2 · 27 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ITA	ISHARES TR	—	1,023	$220K	0.06%	SOLD
22	USB	US BANCORP DEL	Financial Services	3,997	$213K	0.06%	SOLD
23	OTIS	OTIS WORLDWIDE CORP	Industrials	2,359	$206K	0.05%	SOLD
24	IEI	ISHARES TR	—	1,720	$205K	0.05%	SOLD
25	SUB	ISHARES TR	—	1,916	$204K	0.05%	SOLD
26	INTU	INTUIT	Technology	307	$203K	0.05%	SOLD
27	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	348	$202K	0.05%	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%