Legacy Wealth Partners, LLC reported 61 positions worth $43.16M for the quarter ended Sep 30, 2026, up 9.9% on the prior quarter. It opened 6 new positions, added to 31, trimmed 21 and exited 3. Its largest holding is Nvidia Corp at 13.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | +1,917 | +117.8% | $421.60K | 1.81% |
| PG PROCTER & GAMBLE Co | +2,282 | – | $331.53K | 0.768% |
| TMUS T-Mobile US, Inc. | +1,826 | – | $297.78K | 0.69% |
| ANET Arista Networks, Inc. | +1,106 | – | $225.17K | 0.522% |
| MRK Merck & Co., Inc. | +1,498 | – | $217.67K | 0.504% |
| VZ Verizon Communications Inc | +4,545 | – | $208.50K | 0.483% |
| HCA HCA Healthcare, Inc. | +479 | – | $204.41K | 0.474% |
| BRK-B Berkshire Hathaway Inc | +359 | +12.5% | $178.75K | 3.73% |
| SPCX Space Exploration Technologies Corp | +804 | +54.7% | $121.29K | 0.795% |
| GLD Spdr Gold Trust | +313 | +10.8% | $119.20K | 2.84% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CARR CARRIER GLOBAL Corp | -3,134 | -100.0% | $229.90K | Exited |
| MCD Mcdonalds Corp | -833 | -100.0% | $225.26K | Exited |
| TSLA Tesla, Inc. | -508 | -100.0% | $213.67K | Exited |
| GE General Electric Co | -388 | -32.4% | $121.17K | 0.585% |
| GEV GE Vernova Inc. | -109 | -34.1% | $103.60K | 0.465% |
| AAPL Apple Inc. | -83 | -0.6% | $27.64K | 10.96% |
| J Jacobs Solutions Inc. | -166 | -4.6% | $22.45K | 1.07% |
| CVX Chevron Corp | -91 | -4.8% | $18.58K | 0.846% |
| MU Micron Technology Inc | -15 | -4.6% | $15.98K | 0.77% |
| IBIT iShares Bitcoin Trust ETF | -265 | -2.8% | $12.55K | 0.992% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PG PROCTER & GAMBLE Co | +2,282 | $331.53K | 0.768% |
| TMUS T-Mobile US, Inc. | +1,826 | $297.78K | 0.69% |
| ANET Arista Networks, Inc. | +1,106 | $225.17K | 0.522% |
| MRK Merck & Co., Inc. | +1,498 | $217.67K | 0.504% |
| VZ Verizon Communications Inc | +4,545 | $208.50K | 0.483% |
| HCA HCA Healthcare, Inc. | +479 | $204.41K | 0.474% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 25.4K | $5.81M | 13.46% | +449 | +1.8% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 14.2K | $4.73M | 10.96% | -83 | -0.6% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 6,738 | $3.46M | 8.01% | +132 | +2.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 8,505 | $2.12M | 4.91% | +453 | +5.6% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,233 | $1.61M | 3.73% | +359 | +12.5% | Added | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 1,230 | $1.42M | 3.3% | +4 | +0.3% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 3,677 | $1.27M | 2.93% | +230 | +6.7% | Added | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 3,223 | $1.23M | 2.84% | +313 | +10.8% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 3,216 | $1.06M | 2.47% | +11 | +0.3% | Added | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 1,613 | $986.77K | 2.29% | +165 | +11.4% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 2,691 | $944.93K | 2.19% | -2 | -0.1% | Reduced | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 3,058 | $809.58K | 1.88% | +94 | +3.2% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 1,086 | $787.82K | 1.83% | +133 | +14.0% | Added | 0% |
| 14 | IBM International Business Machines Corp | Technology | 3,545 | $779.65K | 1.81% | +1,917 | +117.8% | Added | 0% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 802 | $730.09K | 1.69% | +57 | +7.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Legacy Wealth Partners.
As of its Q3 2026 13F filing, Legacy Wealth Partners, LLC’s five largest positions were Nvidia Corp (NVDA) at 13.5%, Apple Inc. (AAPL) at 11.0%, Microsoft Corp (MSFT) at 8.0%, Amazon Com Inc (AMZN) at 4.9%, Berkshire Hathaway Inc (BRK-B) at 3.7% of the reported portfolio.
Legacy Wealth Partners, LLC reported a 13F portfolio worth $43.16M across 61 positions for Q3 2026. That is up 9.9% from the previous quarter.
Its largest purchases by value were International Business Machines Corp ($421.60K), PROCTER & GAMBLE Co ($331.53K), T-Mobile US, Inc. ($297.78K). It opened 6 new positions.
Its largest sales by value were CARRIER GLOBAL Corp ($229.90K), Mcdonalds Corp ($225.26K), Tesla, Inc. ($213.67K). It exited 3 positions entirely.
From the Form 13F-HR reports Legacy Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.