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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 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 745.0 $697K 0.16% -23.0 -3.0% $935.47 +2.2%
22 ISCB ISHARES TR 8,463.0 $639K 0.14% -163.0 -1.9% $75.51 +0.9%
23 SGOV ISHARES TR 6,113.0 $615K 0.14% -229K -97.4% $100.66 -0.0%
24 ABBV ABBVIE INC Healthcare 2,319.0 $584K 0.13% -281.0 -10.8% $251.64 +4.5%
25 EFV ISHARES TR 7,131.0 $546K 0.12% -6K -44.9% $76.55 +7.4%
26 MUB ISHARES TR 5,066.0 $545K 0.12% -3K -37.5% $107.62 -2.0%
27 META META PLATFORMS INC Communication Services 953.0 $537K 0.12% -66.0 -6.5% $563.50 +2.2%
28 MTUM ISHARES TR 1,376.0 $472K 0.11% -163.0 -10.6% $342.83 -11.3%
29 SSO PROSHARES TR 6,999.0 $472K 0.11% -22K -76.2% $67.38 +4.1%
30 TLH ISHARES TR 4,526.0 $454K 0.10% -536.0 -10.6% $100.35 -2.6%
31 THRO BLACKROCK ETF TRUST 10,236.0 $441K 0.10% -2K -16.1% $43.11 +1.0%
32 VOE VANGUARD INDEX FDS 2,011.0 $397K 0.09% -34.0 -1.7% $197.60 +6.0%
33 XYL XYLEM INC Industrials 3,339.0 $395K 0.09% -2K -37.8% $118.21 -4.1%
34 AMAT APPLIED MATLS INC Technology 540.0 $390K 0.09% -60.0 -10.0% $723.00 -33.6%
35 CTAS CINTAS CORP Industrials 2,290.0 $389K 0.09% -45.0 -1.9% $170.08 +21.0%
36 V VISA INC Financial Services 1,109.0 $380K 0.09% -142.0 -11.3% $343.09 +11.9%
37 IEF ISHARES TR 3,789.0 $358K 0.08% -18K -82.5% $94.58 -1.3%
38 LMT LOCKHEED MARTIN CORP Industrials 685.0 $349K 0.08% -17.0 -2.4% $509.56 +11.0%
39 GOOG ALPHABET INC 982.0 $347K 0.08% -45.0 -4.4% $353.33
40 MA MASTERCARD INCORPORATED Financial Services 584.0 $300K 0.07% -94.0 -13.9% $513.60 +16.5%
Page 2 of 3  ·  58 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%