Legacy Wealth Partners, Inc.

13F Filings History

Latest 13F report
Q2 2021 - Aug 16, 2021
Value $
$180M
Signature - Title
David Tracy - COO
Location
Calabasas, CA
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Partners, Inc. reported 90 stock holdings with total value $180M as of Q2 2021. Top holdings included QQQ, SPY, IJR, IVV, and DIAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2021 90 $180M +$35.2M -$36.3M -$1.09M QQQ, SPY, IJR, IVV, DIAL 13F-HR 8/16/2021, 05:17 PM
Q1 2021 84 $171M +$35.7M -$31.2M +$4.47M IJR, SPY, VIG, IEFA, QQQ 13F-HR 5/12/2021, 05:09 PM
Q4 2020 91 $159M +$36M -$34.7M +$1.33M IJR, IEMG, QQQ, IEFA, SPY 13F-HR 2/12/2021, 04:38 PM
Q3 2020 87 $141M +$31.7M -$27.1M +$4.59M QQQ, IEMG, SPY, VIG, GLDM 13F-HR 11/10/2020, 05:46 PM
Q2 2020 96 $132M +$42.9M -$32.6M +$10.2M QQQ, SPY, IEMG, IVV, LQD 13F-HR 8/5/2020, 03:02 PM
Q1 2020 80 $107M +$25.4M -$34.3M -$8.98M SHY, TLT, SPY, QQQ, GLDM 13F-HR 5/15/2020, 12:12 PM
Q4 2019 87 $137M $0 $0 SPY, QQQ, VIG, AAPL, EFA 13F-HR 2/7/2020, 12:25 PM