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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
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASHR DBX ETF TR 7,456.0 $273K 0.06% NEW $36.66 -7.0%
22 ARKK ARK ETF TR 3,344.0 $270K 0.06% NEW $80.82 +6.9%
23 IOO ISHARES TR 1,971.0 $269K 0.06% NEW $136.62 +5.2%
24 PWR QUANTA SVCS INC Industrials 361.0 $260K 0.06% NEW $720.04 -16.1%
25 SPACE EXPLORATION TECHN CORP 1,469.0 $251K 0.06% NEW $170.86
26 LMUB ISHARES TR 4,865.0 $249K 0.06% NEW $51.22 -3.3%
27 DAL DELTA AIR LINES INC Industrials 2,534.0 $237K 0.05% NEW $93.66 -10.7%
28 CARR CARRIER GLOBAL CORPORATION Industrials 3,134.0 $230K 0.05% NEW $73.36 -20.2%
29 USB US BANCORP Financial Services 3,723.0 $225K 0.05% NEW $60.40 +3.3%
30 BAC BANK OF AMER CORP Financial Services 3,807.0 $217K 0.05% NEW $56.98 +9.6%
31 IWB ISHARES TR 522.0 $214K 0.05% NEW $409.53 +2.5%
32 TSLA TESLA INC Consumer Cyclical 508.0 $214K 0.05% NEW $420.60 -16.7%
33 AMLP ALPS ETF TR 4,032.0 $209K 0.05% NEW $51.85 +5.3%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%