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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WMT WALMART INC Consumer Defensive 2,963.0 $336K 0.07% +205.0 +7.4% $113.26 -7.0%
142 FLV AMERICAN CENTY ETF TR 3,989.0 $324K 0.07% +331.0 +9.1% $81.30 +7.8%
143 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 333.0 $321K 0.07% NEW $965.00 -14.9%
144 EBND SPDR SERIES TRUST 15,207.0 $318K 0.07% +269.0 +1.8% $20.92 +1.9%
145 SCHX SCHWAB STRATEGIC TR 10,787.0 $317K 0.07% $29.43 +2.7%
146 CVX CHEVRON CORPORATION Energy 1,878.0 $311K 0.07% +145.0 +8.4% $165.76 +20.6%
147 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,306.0 $310K 0.07% +1K +18.0% $33.29 +34.3%
148 BLACKROCK ETF TRUST 9,637.0 $306K 0.07% +846.0 +9.6% $31.78
149 TT TRANE TECHNOLOGIES PLC Industrials 621.0 $305K 0.07% +12.0 +2.0% $491.16 -7.3%
150 MA MASTERCARD INCORPORATED Financial Services 584.0 $300K 0.07% -94.0 -13.9% $513.60 +16.7%
151 CSCO CISCO SYS INC Technology 2,530.0 $297K 0.07% -412.0 -14.0% $117.46 -5.4%
152 HD HOME DEPOT INC Consumer Cyclical 838.0 $295K 0.07% -59.0 -6.6% $352.50 -4.1%
153 DUK DUKE ENERGY CORP NEW Utilities 2,329.0 $295K 0.07% +24.0 +1.0% $126.58 -3.9%
154 IYW ISHARES TR 1,151.0 $290K 0.07% $252.23 -2.5%
155 LVHI LEGG MASON ETF INVT 7,085.0 $288K 0.07% NEW $40.59 +6.5%
156 GGOV BLACKROCK ETF TRUST II 5,645.0 $284K 0.06% NEW $50.29 -0.1%
157 ASHR DBX ETF TR 7,456.0 $273K 0.06% NEW $36.66 -7.0%
158 ARKK ARK ETF TR 3,344.0 $270K 0.06% NEW $80.82 +6.9%
159 IOO ISHARES TR 1,971.0 $269K 0.06% NEW $136.62 +5.2%
160 BSCY INVESCO EXCH TRD SLF IDX FD 12,977.0 $268K 0.06% -3K -20.4% $20.66 -1.4%
Page 8 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%