Chief Operations Officer

0001725243-21-000003.txt : 20210512 0001725243-21-000003.hdr.sgml : 20210512 20210512170931 ACCESSION NUMBER: 0001725243-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Partners, Inc. CENTRAL INDEX KEY: 0001725243 IRS NUMBER: 954794320 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19791 FILM NUMBER: 21916072 BUSINESS ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 BUSINESS PHONE: 8189957733 MAIL ADDRESS: STREET 1: 4500 PARK GRANADA. SUITE 201 CITY: CALABASAS STATE: CA ZIP: 91302 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001725243 XXXXXXXX 03-31-2021 03-31-2021 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy Chief Operations Officer 8189957733 David Tracy Calabasas CA 05-12-2021 0 84 170863 false INFORMATION TABLE 2 LegacyWealthPartners13f.xml 13FHOLDINGSREPORT ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 802 14608 SH SOLE 0 0 0 14608 AMERICAN TOWER CORP NEW COM 03027X100 956 3998 SH SOLE 0 0 0 3998 DISNEY WALT CO COM 254687106 206 1116 SH SOLE 0 0 0 1116 SPDR S&P 500 ETF TR TR UNIT 78462F103 13042 32906 SH SOLE 0 0 0 32906 SPDR SER TR PORTFLI TIPS ETF 78464A656 465 15216 SH SOLE 0 0 0 15216 ETF SER SOLUTIONS LONCAR CANCER 26922A826 613 20472 SH SOLE 0 0 0 20472 GLOBAL X FDS INTERNET OF THNG 37954Y780 822 24662 SH SOLE 0 0 0 24662 FS KKR CAP CORP II COM 35952V303 200 10225 SH SOLE 0 0 0 10225 OCCIDENTAL PETE CORP COM 674599105 1212 45542 SH SOLE 0 0 0 45542 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1765 35921 SH SOLE 0 0 0 35921 AMAZON COM INC COM 023135106 1454 470 SH SOLE 0 0 0 470 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 6970 330022 SH SOLE 0 0 0 330022 CATERPILLAR INC COM 149123101 1336 5762 SH SOLE 0 0 0 5762 MERCK & CO. INC COM 58933Y105 453 5876 SH SOLE 0 0 0 5876 APPLE INC COM 037833100 6128 50167 SH SOLE 0 0 0 50167 GLOBAL X FDS CANNABIS ETF 37954Y426 828 51584 SH SOLE 0 0 0 51584 BOEING CO COM 097023105 1433 5627 SH SOLE 0 0 0 5627 CUMMINS INC COM 231021106 226 873 SH SOLE 0 0 0 873 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 812 9885 SH SOLE 0 0 0 9885 WORLD GOLD TR SPDR GLD MINIS 98149E204 333 19578 SH SOLE 0 0 0 19578 ISHARES TR JPMORGAN USD EMG 464288281 200 1838 SH SOLE 0 0 0 1838 ULTA BEAUTY INC COM 90384S303 1304 4219 SH SOLE 0 0 0 4219 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 507 10521 SH SOLE 0 0 0 10521 LISTED FD TR CORE ALT FD 53656F847 1515 52272 SH SOLE 0 0 0 52272 EBAY INC. 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