Long-term investor
Legacy Wealth Partners, LLC @legacywealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066638).
Record
- Tracked since 2025-12-31 (265 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +0.6%
- Max drawdown n/a · win rate 55% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 14.0% · long · since 2025-12-31
- 464287226 · 10.6% · long · since 2025-12-31
- 46432F842 · 5.4% · long · since 2025-12-31
- 922908744 · 4.5% · long · since 2025-12-31
- 922908363 · 3.6% · long · since 2025-12-31
- 464287234 · 2.9% · long · since 2025-12-31
- 922908751 · 2.7% · long · since 2025-12-31
- 922908629 · 2.5% · long · since 2025-12-31
- 46434V613 · 2.5% · long · since 2025-12-31
- 921943858 · 2.2% · long · since 2025-12-31
- 46435U853 · 2.2% · long · since 2025-12-31
- 78462F103 · 2.0% · long · since 2025-12-31