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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 7 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 2,892.0 $404K 0.09% NEW $139.63 -37.3%
122 ILCV ISHARES TR 3,980.0 $403K 0.09% $101.24 +7.2%
123 VOT VANGUARD INDEX FDS 1,312.0 $402K 0.09% $306.30 -0.9%
124 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 20,154.0 $401K 0.09% $19.89 +11.8%
125 VOE VANGUARD INDEX FDS 2,011.0 $397K 0.09% -34.0 -1.7% $197.60 +5.7%
126 XYL XYLEM INC Industrials 3,339.0 $395K 0.09% -2K -37.8% $118.21 -4.6%
127 TIPX SPDR SERIES TRUST 20,789.0 $394K 0.09% +4K +26.4% $18.93 -1.3%
128 AMAT APPLIED MATLS INC Technology 540.0 $390K 0.09% -60.0 -10.0% $723.00 -33.6%
129 CTAS CINTAS CORP Industrials 2,290.0 $389K 0.09% -45.0 -1.9% $170.08 +20.4%
130 MO ALTRIA GROUP INC Consumer Defensive 5,316.0 $382K 0.09% $71.95 -5.4%
131 V VISA INC Financial Services 1,109.0 $380K 0.09% -142.0 -11.3% $343.09 +12.0%
132 PFF ISHARES TR 12,471.0 $380K 0.09% $30.49 +0.6%
133 MU MICRON TECHNOLOGY INC Technology 327.0 $377K 0.09% NEW $1154.29 -19.2%
134 GEV GE VERNOVA INC Utilities 320.0 $376K 0.08% $1174.86 -21.1%
135 BLACKROCK ETF TRUST 10,092.0 $369K 0.08% NEW $36.60
136 IEF ISHARES TR 3,789.0 $358K 0.08% -18K -82.5% $94.58 -1.1%
137 LMT LOCKHEED MARTIN CORP Industrials 685.0 $349K 0.08% -17.0 -2.4% $509.56 +9.2%
138 GOOG ALPHABET INC 982.0 $347K 0.08% -45.0 -4.4% $353.33
139 IALT BLACKROCK ETF TRUST 12,281.0 $344K 0.08% NEW $28.05 +3.2%
140 AON AON PLC Financial Services 1,037.0 $344K 0.08% $331.69 +7.0%
Page 7 of 10  ·  189 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%