0001725243-21-000004.txt : 20210816 0001725243-21-000004.hdr.sgml : 20210816 20210816171748 ACCESSION NUMBER: 0001725243-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211179837 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 true false 0001725243 XXXXXXXX 06-30-2021 06-30-2021 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy 3106307587 David Tracy Calabasas CA 08-16-2021 0 90 179961 false INFORMATION TABLE 2 LegacyWealthPartners13f.xml 13FHOLDINGSREPORT ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 688 11343 SH SOLE 0 0 0 11343 DISNEY WALT CO COM 254687106 215 1226 SH SOLE 0 0 0 1226 DANAHER CORPORATION COM 235851102 1044 3890 SH SOLE 0 0 0 3890 AMERICAN TOWER CORP NEW COM 03027X100 1286 4760 SH SOLE 0 0 0 4760 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 714 13316 SH SOLE 0 0 0 13316 SPDR S&P 500 ETF TR TR UNIT 78462F103 16849 39361 SH SOLE 0 0 0 39361 SPDR SER TR PORTFLI TIPS ETF 78464A656 1956 62818 SH SOLE 0 0 0 62818 ETF SER SOLUTIONS LONCAR CANCER 26922A826 525 16464 SH SOLE 0 0 0 16464 GLOBAL X FDS INTERNET OF THNG 37954Y780 731 20460 SH SOLE 0 0 0 20460 OCCIDENTAL PETE CORP COM 674599105 1361 43520 SH SOLE 0 0 0 43520 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1809 34903 SH SOLE 0 0 0 34903 AMAZON COM INC COM 023135106 1603 466 SH SOLE 0 0 0 466 REGENERON PHARMACEUTICALS COM 75886F107 1070 1916 SH SOLE 0 0 0 1916 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 7335 340376 SH SOLE 0 0 0 340376 CATERPILLAR INC COM 149123101 1104 5073 SH SOLE 0 0 0 5073 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2329 21181 SH SOLE 0 0 0 21181 APPLE INC COM 037833100 6991 51044 SH SOLE 0 0 0 51044 STITCH FIX INC COM CL A 860897107 904 14997 SH SOLE 0 0 0 14997 GLOBAL X FDS CANNABIS ETF 37954Y426 586 42523 SH SOLE 0 0 0 42523 BOEING CO COM 097023105 204 852 SH SOLE 0 0 0 852 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 787 9576 SH SOLE 0 0 0 9576 WORLD GOLD TR SPDR GLD MINIS 98149E204 365 20742 SH SOLE 0 0 0 20742 ISHARES TR JPMORGAN USD EMG 464288281 2703 24035 SH SOLE 0 0 0 24035 ULTA BEAUTY INC COM 90384S303 1127 3260 SH SOLE 0 0 0 3260 LISTED FD TR CORE ALT FD 53656F847 1757 59782 SH SOLE 0 0 0 59782 EQUINIX INC COM 29444U700 1009 1257 SH SOLE 0 0 0 1257 FEDEX CORP COM 31428X106 965 3236 SH SOLE 0 0 0 3236 EBAY INC. 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