Legacy Wealth Partners, LLC
All 13F Filings
- Location
- Lakewood, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 445,257
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 189 | 445,257 | 13F-HR | Legacy Wealth Partners, LLC |
| 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 | 47.6 K | 10.7% | 0 | 69 | -69 |
| ETFs | 393.6 K | 88.4% | 46.23 K | 0 | 46.23 K |
| Debt | 4.032 K | 0.9% | 168 | 0 | 168 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
445,257
Holdings
189
QoQ value change ($000)
46,339
(11.6%)
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.