Legacy Wealth Partners, LLC
Long book
$398.9M
Q1 2026
Positions
176
Top-10 weight
54%
concentration
Last quarter
+8.3%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsLegacy Wealth Partners, LLC is a wealth-management firm allocating client money, running a $398.9M US long book across 176 positions.
The portfolio is concentrated: the top 10 names carry 54% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE U.S. AGGREGATE, ISHARES CORE S&P 500 ETF, ISHARES CORE MSCI EAFE ETF, ISHARES 0-3 MONTH TREASURY B, VANGUARD VALUE ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.4%
Q1 2026
+8.3%
Sector allocation
Technology 51%
Consumer discretionary 11%
Healthcare 10%
Industrials 9%
Financials 7%
Energy 3%
Utilities 2%
Consumer staples 2%
Long book by quarter
What does Legacy Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 45.0K | $7.8M | 2.0% | -6.2% |
| AAPL APPLE INC | Technology | 15.2K | $3.9M | 1.0% | +3.1% |
| MSFT MICROSOFT CORP | Technology | 5.9K | $2.2M | 0.6% | -9.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.6K | $1.4M | 0.3% | -4.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.4K | $1.2M | 0.3% | +7.5% |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.3% | -2.2% |
| AVGO BROADCOM INC | Technology | 3.1K | $963K | 0.2% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 3.3K | $958K | 0.2% | -4.6% |
| JPM JPMORGAN CHASE & CO | Financials | 3.1K | $927K | 0.2% | +2.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 768 | $765K | 0.2% | -4.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.0K | $727K | 0.2% | +2.7% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 10.9K | $686K | 0.2% | -0.2% |
| XYL XYLEM INC | Industrials | 5.4K | $642K | 0.2% | +138.2% |
| XOM EXXON MOBIL CORP | Energy | 3.7K | $623K | 0.2% | -18.9% |
| META META PLATFORMS INC-CLASS A | Technology | 1.0K | $583K | 0.1% | -0.8% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 15.1K | $571K | 0.1% | Held |
| ABBV ABBVIE INC | Healthcare | 2.6K | $565K | 0.1% | +14.9% |