Legacy Wealth Partners, LLC
All 13F Filings
- Location
- Lakewood, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 398,918
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 176 | 398,918 | 13F-HR | Legacy Wealth Partners, LLC |
| Q4 2025 | 2/17/2026 | 177 | 386,288 | 13F-HR | Legacy Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.66 K | 11.9% | 0 | 188.7 K | -188.7 K |
| ETFs | 347.4 K | 87.1% | 204.9 K | 0 | 204.9 K |
| Debt | 3.864 K | 1.0% | 339 | 0 | 339 |
| Other | 0 | 0.0% | 0 | 3.852 K | -3.852 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
398,918
Holdings
176
QoQ value change ($000)
12,630
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.