Legacy Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Lakewood, CO
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
196
Total value ($000)
$462,022
Net value change ($000)
+16,765 (3.8%)
New positions
26
Sold out positions
20
Turnover %
20.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DIVB 15,058 NEW
QQQ 13,209 NEW
SGOV 10,613 1725.7%
PDBC 4,824 211.4%
QLD 4,324 717.1%
SPY 3,640 40.3%
IVV 2,741 4.4%
PDBA 2,708 NEW
HDV 2,687 NEW
ILF 2,592 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTV -15,066 -75.4%
USHY -9,643 -100.0%
IWM -7,250 -100.0%
EEM -4,141 -31.9%
UJB -4,043 -100.0%
AGG -3,760 -7.9%
UWM -3,719 -100.0%
IDHQ -3,333 -100.0%
TIP -3,273 -100.0%
EET -2,331 -67.5%
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