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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 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TJX TJX COS INC NEW Consumer Cyclical 1,514.0 $242K 0.06% +34.0 +2.3% $159.70 +2.9%
162 FDX FEDEX CORP Industrials 651.0 $232K 0.06% NEW $356.37 -11.0%
163 CSCO CISCO SYS INC Technology 2,942.0 $228K 0.06% -363.0 -11.0% $77.59 +56.1%
164 HCA HCA HEALTHCARE INC Healthcare 475.0 $225K 0.06% NEW $473.24 -18.2%
165 IYF ISHARES TR 1,855.0 $218K 0.06% $117.66 +9.7%
166 PEP PEPSICO INC Consumer Defensive 1,397.0 $217K 0.05% -82.0 -5.5% $155.29 -8.5%
167 VIG VANGUARD SPECIALIZED FUNDS 1,002.0 $215K 0.05% $215.06 +8.9%
168 VCIT VANGUARD SCOTTSDALE FDS 2,575.0 $213K 0.05% -171.0 -6.2% $82.74 -0.4%
169 J P MORGAN EXCHANGE TRADED F 4,202.0 $213K 0.05% +143.0 +3.5% $50.61
170 HSBC HSBC HLDGS PLC Financial Services 2,565.0 $212K 0.05% $82.49 +15.9%
171 IYW ISHARES TR 1,151.0 $209K 0.05% -173.0 -13.1% $181.42 +34.1%
172 AMAT APPLIED MATLS INC Technology 600.0 $205K 0.05% NEW $341.79 +71.4%
173 PFE PFIZER INC Healthcare 7,281.0 $204K 0.05% NEW $28.08 -12.0%
174 F FORD MTR CO Consumer Cyclical 11,510.0 $133K 0.03% -888.0 -7.2% $11.54 +21.3%
175 TALK TALKSPACE INC Healthcare 15,527.0 $80K 0.02% $5.17 +0.5%
176 TNYA TENAYA THERAPEUTICS INC Healthcare 14,084.0 $10K 0.00% $0.69 +4.9%
Page 9 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%