Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC reported 189 holdings worth US$445M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Legacy Wealth Partners, LLC reported 189 holdings worth US$445M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 189
- Value as reported
- US$445M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 24,993 | US$5M | 1.1% |
| Apple Inc | 14,289 | US$4.13M | 0.93% |
| Microsoft Corp. | 6,606 | US$2.46M | 0.55% |
| Amazon.com, Inc. | 8,052 | US$1.92M | 0.43% |
| Alphabet Inc (google) Class C | 4,418 | US$1.58M | 0.35% |
| Eli Lilly And Company | 1,226 | US$1.47M | 0.33% |
| Berkshire Hathaway Inc. | 2,874 | US$1.44M | 0.32% |
| Jp Morgan Chase & Co. | 3,205 | US$1.05M | 0.24% |
| Broadcom Inc. | 2,693 | US$1.02M | 0.23% |
| Advanced Micro Devices Inc | 1,448 | US$841K | 0.19% |
| Johnson & Johnson | 2,964 | US$753K | 0.17% |
| Sysco Corporation | 8,514 | US$712K | 0.16% |
| Lam Research Corporation | 1,633 | US$708K | 0.16% |
| Costco Wholesale Corporation | 745 | US$697K | 0.16% |
| Kla Corporation | 1,962 | US$592K | 0.13% |
| Abbvie Inc. | 2,319 | US$584K | 0.13% |
| Exxon Mobil Corporation | 4,098 | US$560K | 0.13% |
| Meta Platforms, Inc. | 953 | US$537K | 0.12% |
| Boston Scientific Corporation | 11,463 | US$489K | 0.11% |
| International Business Machines Corporation | 1,628 | US$458K | 0.10% |
| Jacobs Solutions Inc. | 3,590 | US$452K | 0.10% |
| Ge Aerospace | 1,197 | US$447K | 0.10% |
| Rtx Corporation | 2,199 | US$417K | 0.09% |
| Intel Corporation | 2,892 | US$404K | 0.09% |
| Mitsubishi Ufj Financial Group, Inc. | 20,154 | US$401K | 0.09% |
| Xylem Inc. | 3,339 | US$395K | 0.09% |
| Applied Materials, Inc. | 540 | US$390K | 0.09% |
| Cintas Corporation | 2,290 | US$389K | 0.09% |
| Altria Group, Inc. | 5,316 | US$382K | 0.09% |
| Visa Inc. | 1,109 | US$380K | 0.09% |
| Micron Technology, Inc. | 327 | US$377K | 0.08% |
| Ge Vernova Inc. | 320 | US$376K | 0.08% |
| Lockheed Martin Corporation | 685 | US$349K | 0.08% |
| Walmart Inc. | 2,963 | US$336K | 0.08% |
| Chevron Corporation | 1,878 | US$311K | 0.07% |
| Mastercard Incorporated | 584 | US$300K | 0.07% |
| Cisco Systems, Inc. | 2,530 | US$297K | 0.07% |
| Home Depot, Inc. (the) | 838 | US$295K | 0.07% |
| Duke Energy Corporation (holding Company) | 2,329 | US$295K | 0.07% |
| Quanta Services, Inc. | 361 | US$260K | 0.06% |
| Coca-cola Company (the) | 3,097 | US$252K | 0.06% |
| Space Exploration Technologies Corp | 1,469 | US$251K | 0.06% |
| Hsbc Holdings Plc | 2,565 | US$244K | 0.05% |
| Delta Air Lines, Inc. | 2,534 | US$237K | 0.05% |
| Carrier Global Corporation | 3,134 | US$230K | 0.05% |
| Mcdonald's Corporation | 833 | US$225K | 0.05% |
| U.s. Bancorp | 3,723 | US$225K | 0.05% |
| At&t Inc. | 10,520 | US$218K | 0.05% |
| Bank Of America Corporation | 3,807 | US$217K | 0.05% |
| Tjx Companies, Inc. (the) | 1,416 | US$215K | 0.05% |
| Tesla, Inc. | 508 | US$214K | 0.05% |
| Ford Mtr Co Del | 10,557 | US$147K | 0.03% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Hca Healthcare, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Talkspace, Inc. | 0 | US$0 | 0.00% |
| Tenaya Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
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