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Legacy Wealth Partners, LLC

13F filer · CIK 0002066638
Reported Jul 22, 2026
13F portfolio value$445MU.S. long equity reported on 13F
Positions66Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight6.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202666 positions
SPYSPDR S&P 500 ETF Trust$9.02M2.03%Not reported+24.8%Q4 2025
NVDANvidia Corp$5M1.12%0.00%-44.4%Q4 2025
AAPLApple Inc.$4.13M0.93%0.00%-6.1%Q4 2025
BSVNBank7 Corp.$2.78M0.62%0.38%+5.4%Q4 2025
MSFTMicrosoft Corp$2.46M0.55%0.00%+11.2%Q4 2025
AMZNAmazon Com Inc$1.92M0.43%0.00%+22.9%Q4 2025
LLYELI LILLY & Co$1.47M0.33%0.00%+0.2%Q4 2025
BRK.BBerkshire Hathaway Inc$1.44M0.32%Not reported+18.7%Q4 2025
SPMDSupermedia Inc.$1.25M0.28%Not reported+8.4%Q4 2025
VYLDJPMorgan Chase & Co$1.25M0.28%Not reportedNot reportedQ4 2025
GOOGLAlphabet Inc.$1.23M0.28%0.00%+3.5%Q4 2025
GLDSPDR Gold Trust$1.07M0.24%0.00%-28.0%Q4 2025
JPMJPMorgan Chase & Co$1.05M0.24%0.00%+1.8%Q4 2025
AVGOBroadcom Inc.$1.02M0.23%0.00%-13.4%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$941K0.21%Not reported+0.9%Q4 2025
AMDAdvanced Micro Devices Inc$841K0.19%0.00%-7.2%Q4 2025
JNJJohnson & Johnson$753K0.17%0.00%-0.3%Q4 2025
SYYSysco Corp$712K0.16%0.00%+25.5%Q4 2025
LRCXLam Research Corp$708K0.16%0.00%-3.4%Q4 2025
COSTCostco Wholesale Corp$697K0.16%0.00%-3.0%Q4 2025
KLACKla Corp$592K0.13%0.00%-6.6%Q4 2025
ABBVAbbVie Inc.$584K0.13%0.00%-10.8%Q4 2025
XOMExxonMobil Holdings Corp$560K0.13%0.00%+11.7%Q4 2025
METAMeta Platforms, Inc.$537K0.12%Not reported-6.5%Q4 2025
BSXBoston Scientific Corp$489K0.11%0.00%+4.9%Q4 2025
IBMInternational Business Machines Corp$458K0.10%0.00%+1.1%Q4 2025
IWSImageware Systems Inc$456K0.10%Not reported+2.3%Q4 2025
JJacobs Solutions Inc.$452K0.10%0.00%Not reportedQ4 2025
GEGeneral Electric Co$447K0.10%0.00%+0.3%Q4 2025
THROTheron Resource Group$441K0.10%0.13%-16.1%Q4 2025
RTXRTX Corp$417K0.09%0.00%Not reportedQ1 2026
INTCIntel Corp$404K0.09%0.00%NewQ2 2026
VOTVan Kampen Municipal Opportunity Trust II$402K0.09%Not reportedNot reportedQ4 2025
MUFGMitsubishi Ufj Financial Group Inc$401K0.09%0.00%Not reportedQ4 2025
XYLXylem Inc.$395K0.09%0.00%-37.8%Q4 2025
AMATApplied Materials Inc$390K0.09%0.00%-10.0%Q1 2026
CTASCintas Corp$389K0.09%0.00%-1.9%Q4 2025
MOAltria Group, Inc.$382K0.09%0.00%-0.5%Q4 2025
VVisa Inc.$380K0.09%0.00%-11.4%Q4 2025
MUMicron Technology Inc$377K0.08%0.00%NewQ2 2026
GEVGE Vernova Inc.$376K0.08%0.00%-0.3%Q1 2026
LMTLockheed Martin Corp$349K0.08%0.00%-2.4%Q4 2025
GOOGAlphabet Inc.$347K0.08%Not reported-4.4%Q4 2025
AONAon plc$344K0.08%0.00%Not reportedQ4 2025
WMTWalmart Inc.$336K0.08%0.00%+7.4%Q4 2025
STXSeagate Technology Holdings plc$321K0.07%0.00%NewQ2 2026
CVXChevron Corp$311K0.07%0.00%+8.4%Q4 2025
IBITiShares Bitcoin Trust ETF$310K0.07%0.00%+18.0%Q4 2025
TTTrane Technologies plc$305K0.07%0.00%+2.0%Q1 2026
MAMastercard Inc$300K0.07%0.00%-13.9%Q4 2025
Q1 2026Reported Apr 17, 202666 positions
NVDANvidia Corp$7.85M1.97%0.00%-6.2%Q4 2025
SPYSPDR S&P 500 ETF Trust$6.3M1.58%Not reported-73.9%Q4 2025
AAPLApple Inc.$3.86M0.97%0.00%+3.1%Q4 2025
BSVNBank7 Corp.$2.66M0.67%0.36%+10.4%Q4 2025
MSFTMicrosoft Corp$2.2M0.55%0.00%-9.6%Q4 2025
GLDSPDR Gold Trust$1.74M0.44%0.00%-70.9%Q4 2025
COMTChina Sky One Medical, Inc.$1.67M0.42%0.29%NewQ1 2026
AMZNAmazon Com Inc$1.37M0.34%0.00%-4.3%Q4 2025
BRK.BBerkshire Hathaway Inc$1.16M0.29%Not reported+7.5%Q4 2025
QQQInvesco QQQ Trust, Series 1$1.15M0.29%Not reportedNewQ1 2026
LLYELI LILLY & Co$1.13M0.28%0.00%-2.2%Q4 2025
SPMDSupermedia Inc.$1.01M0.25%Not reported+7.2%Q4 2025
AVGOBroadcom Inc.$963K0.24%0.00%-1.0%Q4 2025
GOOGLAlphabet Inc.$958K0.24%0.00%-4.6%Q4 2025
JPMJPMorgan Chase & Co$927K0.23%0.00%+2.4%Q4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$876K0.22%Not reported-24.8%Q4 2025
COSTCostco Wholesale Corp$765K0.19%0.00%-4.0%Q4 2025
JNJJohnson & Johnson$727K0.18%0.00%+2.7%Q4 2025
BSXBoston Scientific Corp$686K0.17%0.00%-0.2%Q4 2025
XYLXylem Inc.$642K0.16%0.00%+138.2%Q4 2025
XOMExxonMobil Holdings Corp$623K0.16%0.00%-18.9%Q4 2025
METAMeta Platforms, Inc.$583K0.15%Not reported-0.8%Q4 2025
EPDEnterprise Products Partners L.P.$571K0.14%0.00%Not reportedQ4 2025
ABBVAbbVie Inc.$565K0.14%0.00%+14.9%Q4 2025
SYYSysco Corp$484K0.12%0.00%-1.6%Q4 2025
JJacobs Solutions Inc.$457K0.11%0.00%Not reportedQ4 2025
THROTheron Resource Group$442K0.11%0.15%+5.7%Q4 2025
RTXRTX Corp$424K0.11%0.00%NewQ1 2026
LMTLockheed Martin Corp$424K0.11%0.00%+60.3%Q4 2025
CTASCintas Corp$395K0.10%0.00%-6.5%Q4 2025
IWSImageware Systems Inc$395K0.10%Not reported+10.3%Q4 2025
IBMInternational Business Machines Corp$390K0.10%0.00%+8.3%Q4 2025
VVisa Inc.$378K0.09%0.00%-5.3%Q4 2025
LRCXLam Research Corp$361K0.09%0.00%+3.9%Q4 2025
CVXChevron Corp$359K0.09%0.00%-43.5%Q4 2025
MOAltria Group, Inc.$352K0.09%0.00%-8.7%Q4 2025
WMTWalmart Inc.$343K0.09%0.00%+0.6%Q4 2025
MUFGMitsubishi Ufj Financial Group Inc$342K0.09%0.00%Not reportedQ4 2025
GEGeneral Electric Co$339K0.08%0.00%Not reportedQ4 2025
MAMastercard Inc$339K0.08%0.00%-3.1%Q4 2025
VOTVan Kampen Municipal Opportunity Trust II$338K0.08%Not reported-39.3%Q4 2025
AONAon plc$335K0.08%0.00%Not reportedQ4 2025
MCDMcdonalds Corp$319K0.08%0.00%+4.5%Q4 2025
AMDAdvanced Micro Devices Inc$318K0.08%0.00%+5.8%Q4 2025
TAt&T Inc.$315K0.08%0.00%-7.5%Q4 2025
KLACKla Corp$309K0.08%0.00%+6.6%Q4 2025
IBITiShares Bitcoin Trust ETF$303K0.08%0.00%+13.4%Q4 2025
DUKDuke Energy CORP$302K0.08%0.00%-2.2%Q4 2025
HDHome Depot, Inc.$295K0.07%0.00%-2.5%Q4 2025
GOOGAlphabet Inc.$295K0.07%Not reported-2.3%Q4 2025
Q4 2025Reported Feb 17, 202668 positions
SPYSPDR S&P 500 ETF Trust$25.3M6.55%Not reportedNewQ4 2025
NVDANvidia Corp$8.94M2.31%0.00%NewQ4 2025
GLDSPDR Gold Trust$5.51M1.43%0.00%NewQ4 2025
AAPLApple Inc.$4.01M1.04%0.00%NewQ4 2025
MSFTMicrosoft Corp$3.18M0.82%0.00%NewQ4 2025
BSVNBank7 Corp.$2.42M0.63%0.32%NewQ4 2025
UGLProShares Trust II$1.86M0.48%Not reportedNewQ4 2025
AMZNAmazon Com Inc$1.58M0.41%0.00%NewQ4 2025
LLYELI LILLY & Co$1.35M0.35%0.00%NewQ4 2025
IDEVEndo Pharmaceuticals Solutions Inc.$1.15M0.30%Not reportedNewQ4 2025
BRK.BBerkshire Hathaway Inc$1.13M0.29%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$1.09M0.28%0.00%NewQ4 2025
AVGOBroadcom Inc.$1.09M0.28%0.00%NewQ4 2025
TSLATesla, Inc.$1.06M0.27%0.00%NewQ4 2025
BSXBoston Scientific Corp$1.04M0.27%0.00%NewQ4 2025
IAUIshares Gold Trust$1.03M0.27%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$991K0.26%0.00%NewQ4 2025
SPMDSupermedia Inc.$922K0.24%Not reportedNewQ4 2025
COSTCostco Wholesale Corp$690K0.18%0.00%NewQ4 2025
METAMeta Platforms, Inc.$678K0.18%Not reportedNewQ4 2025
VOTVan Kampen Municipal Opportunity Trust II$604K0.16%Not reportedNewQ4 2025
JNJJohnson & Johnson$599K0.16%0.00%NewQ4 2025
VYLDJPMorgan Chase & Co$574K0.15%Not reportedNewQ4 2025
XOMExxonMobil Holdings Corp$544K0.14%0.00%NewQ4 2025
ABBVAbbVie Inc.$517K0.13%0.00%NewQ4 2025
SYYSysco Corp$508K0.13%0.00%NewQ4 2025
EPDEnterprise Products Partners L.P.$484K0.13%0.00%NewQ4 2025
JJacobs Solutions Inc.$476K0.12%0.00%NewQ4 2025
CTASCintas Corp$469K0.12%0.00%NewQ4 2025
CVXChevron Corp$468K0.12%0.00%NewQ4 2025
VVisa Inc.$463K0.12%0.00%NewQ4 2025
THROTheron Resource Group$445K0.12%0.15%NewQ4 2025
IBMInternational Business Machines Corp$440K0.11%0.00%NewQ4 2025
MAMastercard Inc$400K0.10%0.00%NewQ4 2025
GEGeneral Electric Co$368K0.10%0.00%NewQ4 2025
AONAon plc$366K0.09%0.00%NewQ4 2025
IWSImageware Systems Inc$346K0.09%Not reportedNewQ4 2025
IBITiShares Bitcoin Trust ETF$345K0.09%0.00%NewQ4 2025
MOAltria Group, Inc.$337K0.09%0.00%NewQ4 2025
GOOGAlphabet Inc.$330K0.09%Not reportedNewQ4 2025
MUFGMitsubishi Ufj Financial Group Inc$320K0.08%0.00%NewQ4 2025
HDHome Depot, Inc.$317K0.08%0.00%NewQ4 2025
AMDAdvanced Micro Devices Inc$316K0.08%0.00%NewQ4 2025
SONYSony Group Corp$316K0.08%0.00%NewQ4 2025
XYLXylem Inc.$307K0.08%0.00%NewQ4 2025
WMTWalmart Inc.$305K0.08%0.00%NewQ4 2025
MCDMcdonalds Corp$300K0.08%0.00%NewQ4 2025
TAt&T Inc.$292K0.08%0.00%NewQ4 2025
LRCXLam Research Corp$279K0.07%0.00%NewQ4 2025
DUKDuke Energy CORP$276K0.07%0.00%NewQ4 2025
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