Legacy Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Lakewood, CO
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$398,918
Net value change ($000)
+12,630 (3.3%)
New positions
26
Sold out positions
27
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 22,602 2194.4%
VTV 13,511 145.1%
IUSB 8,361 488.9%
PDBC 6,123 NEW
IAGG 4,302 949.7%
DXJ 1,873 NEW
USDU 1,872 NEW
XLE 1,839 NEW
RPV 1,681 NEW
COMT 1,666 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -18,998 -75.1%
IVV -9,385 -17.2%
SSO -8,142 -84.2%
GLD -3,771 -68.4%
AGG -2,446 -4.9%
USHY -1,897 -100.0%
LVHI -1,731 -100.0%
STIP -1,588 -100.0%
AGQ -1,572 -84.6%
AMLP -1,569 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type