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Legacy Wealth Partners, Inc. Historical SEC 13F Holdings & Archive (Q2 2021)
Legacy Wealth Partners, Inc.CIK: 0001725243
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$180.0M
Reporting period: 2021-06-30 · Number of holdings: 90
Legacy Wealth Partners, Inc. disclosed 90 holdings in its latest 13F filing for the period ending 2021-06-30, with total reported value of $180.0M and a quarterly turnover rate of 42.1%.
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Personality snowflake
- Concentration
- 16.46
- Portfolio Stability
- 42.05
- Momentum
- 100
- Sector conviction
- 62.23
- Diversification
- 100
- Sizing Uniformity
- 83.47
Legacy Wealth Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.041 — mathematically equivalent to about 24 equally-sized positions, well below its 90 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.65), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 19% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd QQQ
+79.5% $9.3M
Trim VIG
-53.5% -$6.2M
Trim IEFA
-42.7% -$4.1M
Trim IEMG
-47.6% -$3.7M
Trim IJR
-17.0% -$2.6M
Add SPY
+19.6% $3.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.37% | +4.89% | +79.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.36% | +1.73% | +19.62% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.30% | -2.04% | -17.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.81% | -0.05% | -3.41% | |
| 5 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 4.08% | — | +3.14% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.29% | +1.75% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.38% | -2.60% | -42.73% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.29% | -3.79% | -53.54% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.46% | -2.30% | -47.62% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.32% | — | -1.59% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.03% | -0.31% | -9.92% | |
| 12 | ✓ | Stock-Other | 1.87% | -0.29% | -9.82% | ||
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.86% | +0.05% | +4.45% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.50% | +1.38% | +1207.67% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.29% | +1.29% | NEW | |
| 16 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 1.28% | — | +1.53% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.12% | — | -0.37% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.31% | -2.57% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.11% | — | -0.21% | |
| 20 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.09% | +0.82% | +312.84% | |
| 21 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.01% | — | -2.83% | |
| 22 | CCOR | Core Alternative ETF | ETF-Other | 0.98% | — | +14.37% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | — | -0.85% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.12% | +6.19% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | +0.17% | +11.13% | |
| 26 | RVLV | Revolve Group Inc | Stock-Other | 0.83% | +0.83% | NEW | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.82% | +0.82% | NEW | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.82% | — | -14.11% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.81% | +0.64% | +330.77% | |
| 30 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.78% | — | -15.55% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.78% | +0.11% | +15.24% | |
| 32 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.76% | — | -4.44% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.75% | — | +0.57% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | — | +0.07% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.71% | +0.15% | +19.06% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | — | -6.15% | |
| 37 | FANG | Diamondback Energy Inc | Stock-Energy | 0.69% | +0.12% | +0.22% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | — | +0.35% | |
| 39 | DXC | Dxc Technology Co | Stock-Tech | 0.65% | — | -29.05% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.24% | -28.82% | |
| 41 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.63% | — | -22.73% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.62% | NEW | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | — | -11.96% | |
| 44 | MLPA | Global X Mlp ETF | ETF-Other | 0.60% | — | +0.01% | |
| 45 | XLNXEUR | Xilinx Inc | Stock-Other | 0.60% | +0.60% | NEW | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.59% | +0.59% | NEW | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.58% | +0.58% | NEW | |
| 48 | RUN | Sunrun Inc | Stock-Tech | 0.58% | +0.58% | NEW | |
| 49 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.57% | — | +1.63% | |
| 50 | EQIX | Equinix Inc | Stock-Real Estate | 0.56% | +0.56% | NEW |
1–50 of 90
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Legacy Wealth Partners, Inc.'s most significant position changes for 2021-06-30: New buy: Ss Spdr Bb High Yield Bond (JNK); New buy: Revolve Group Inc (RVLV); New buy: Ishares 20+ Year Treasury Bd (TLT); Sold out: Broadcom Inc (AVGO); Sold out: Alaska Air Group Inc (ALK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +4.9% | +79.47% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +19.62% | Add |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | +1.4% | +1207.67% | Add |
| 4 | SPIP | Ss Spdr P Tips ETF | +0.8% | +312.84% | Add |
| 5 | CRM | Salesforce Inc | +0.6% | +330.77% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | -2.57% | Trim |
| 7 | AAPL | Apple Inc | +0.3% | +1.75% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +11.13% | Add |
| 9 | AMT | American Tower CORP | +0.2% | +19.06% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | +6.19% | Add |
| 11 | FANG | Diamondback Energy Inc | +0.1% | +0.22% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +15.24% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +4.45% | Add |
| 14 | DIAL | Columbia Divers Fix Inc ETF | — | +3.14% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.41% | Trim |
| 16 | TAN | Invesco Solar ETF | -0.2% | -36.60% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -28.82% | Trim |
| 18 | ✓ | -0.3% | -9.82% | Trim | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | -0.3% | -9.92% | Trim |
| 20 | BA | Boeing Co/the | -0.7% | -84.86% | Trim |
| 21 | IJR | Ishares Core S&p Small-cap E | -2% | -17.02% | Trim |
| 22 | IEMG | Ishares Core Msci Emerging | -2.3% | -47.62% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | -2.6% | -42.73% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | -3.8% | -53.54% | Trim |
| 25 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 26 | RVLV | Revolve Group Inc | — | NEW | New buy |
| 27 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 28 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 29 | ALK | Alaska Air Group Inc | — | EXIT | Sold out |
| 30 | C | Citigroup Inc | — | EXIT | Sold out |
| 31 | FSLR | First Solar Inc | — | EXIT | Sold out |
| 32 | MAR | Marriott International -cl A | — | EXIT | Sold out |
| 33 | MS | Morgan Stanley | — | NEW | New buy |
| 34 | XLNXEUR | Xilinx Inc | — | NEW | New buy |
| 35 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 36 | CME | Cme Group Inc | — | EXIT | Sold out |
| 37 | DHR | Danaher CORP | — | NEW | New buy |
| 38 | RUN | Sunrun Inc | — | NEW | New buy |
| 39 | EQIX | Equinix Inc | — | NEW | New buy |
| 40 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 41 | FDX | Fedex CORP | — | NEW | New buy |
| 42 | SFIX | Stitch Fix Inc-class A | — | NEW | New buy |
| 43 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 44 | MDT | Medtronic plc | — | EXIT | Sold out |
| 45 | MILN | Global X Millennial Consumer | — | NEW | New buy |
| 46 | LIT | Global X Lithium & Battery T | — | NEW | New buy |
| 47 | CGW | Invesco S&p Global Water Ind | — | NEW | New buy |
| 48 | QCLN | First Trust Nasdaq Clean Edg | — | EXIT | Sold out |
| 49 | TOTL | Ss Doubleline Tr Tact ETF | — | EXIT | Sold out |
| 50 | MET | Metlife Inc | — | EXIT | Sold out |
Filing History
FAQ
What is Legacy Wealth Partners, Inc. and what type of investor is it?
Legacy Wealth Partners, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-06-30), the firm manages a tracked equity portfolio valued at approximately $180.0M, spread across 90 disclosed positions.
What are Legacy Wealth Partners, Inc.'s largest equity positions?
Based on the latest 13F filing, Legacy Wealth Partners, Inc.'s top holdings by market value are:
1. Invesco Qqq Trust Series 1 (QQQ) — $18.7M (10.4%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $16.8M (9.4%)
3. Ishares Core S&p Small-cap E (IJR) — $16.7M (9.3%)
4. Ishares Core S&p 500 ETF (IVV) — $8.7M (4.8%)
5. Columbia Divers Fix Inc ETF (DIAL) — $7.3M (4.1%)
What changes did Legacy Wealth Partners, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Legacy Wealth Partners, Inc. made 50 notable position adjustments: 15 new positions were initiated, 13 existing holdings were added to, 11 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Ss Spdr Bb High Yield Bond (JNK); New buy: Revolve Group Inc (RVLV); New buy: Ishares 20+ Year Treasury Bd (TLT); Sold out: Broadcom Inc (AVGO); Sold out: Alaska Air Group Inc (ALK)
What sectors does Legacy Wealth Partners, Inc. focus on?
Legacy Wealth Partners, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.2%
• Financials: 17.6%
• Consumer Discretionary: 15.8%
• Health Care: 12.2%
• Industrials: 7.3%
• Communication Services: 7.1%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Legacy Wealth Partners, Inc.'s portfolio is broadly diversified and moderately active, with 35.2% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 67 to 42 over the past 4 quarters — a shift toward longer holding periods.
It has added to its SPY position over the past two quarters (+$9.1M, now $16.8M), while trimming IEMG over the same stretch (-$9.7M, still holding $4.4M).
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