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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 6 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYY SYSCO CORP Consumer Defensive 6,787.0 $484K 0.12% -108.0 -1.6% $71.33 +12.6%
102 BAI BLACKROCK ETF TRUST 14,645.0 $483K 0.12% +1K +8.1% $32.95 +48.6%
103 ESGU ISHARES TR 3,357.0 $475K 0.12% -78.0 -2.3% $141.42 +13.4%
104 GOVT ISHARES TR 20,347.0 $466K 0.12% NEW $22.91 -0.4%
105 J JACOBS SOLUTIONS INC Industrials 3,590.0 $457K 0.12% $127.28 -4.1%
106 THRO BLACKROCK ETF TRUST 12,201.0 $442K 0.11% +661.0 +5.7% $36.22 +16.6%
107 RTX RTX CORPORATION Industrials 2,199.0 $424K 0.11% NEW $192.92 -4.2%
108 LMT LOCKHEED MARTIN CORP Industrials 702.0 $424K 0.11% +264.0 +60.3% $604.03 -18.2%
109 CTAS CINTAS CORP Industrials 2,335.0 $395K 0.10% -161.0 -6.5% $169.14 +1.2%
110 IWS ISHARES TR 2,708.0 $395K 0.10% +252.0 +10.3% $145.74 +11.5%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 1,610.0 $390K 0.10% +123.0 +8.3% $242.39 +8.1%
112 PFF ISHARES TR 12,471.0 $378K 0.10% $30.32 +0.9%
113 V VISA INC Financial Services 1,251.0 $378K 0.10% -70.0 -5.3% $302.24 +9.4%
114 VOE VANGUARD INDEX FDS 2,045.0 $377K 0.09% +98.0 +5.0% $184.28 +7.1%
115 ILCV ISHARES TR 3,980.0 $371K 0.09% $93.14 +8.1%
116 MTUM ISHARES TR 1,539.0 $369K 0.09% +18.0 +1.2% $239.99 +35.6%
117 IDU ISHARES TR 3,122.0 $362K 0.09% $116.11 -1.6%
118 LRCX LAM RESEARCH CORP Technology 1,691.0 $361K 0.09% +63.0 +3.9% $213.66 +69.8%
119 CVX CHEVRON CORPORATION Energy 1,733.0 $359K 0.09% -1K -43.5% $206.90 -17.0%
120 MO ALTRIA GROUP INC Consumer Defensive 5,341.0 $352K 0.09% -506.0 -8.7% $65.99 +8.5%
Page 6 of 9  ·  176 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 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%