0001725243-21-000001.txt : 20210212 0001725243-21-000001.hdr.sgml : 20210212 20210212163824 ACCESSION NUMBER: 0001725243-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21628414 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 12-31-2020 12-31-2020 Legacy Wealth Partners, Inc.

4500 PARK GRANADA. SUITE 201 CALABASAS CA 91302

13F HOLDINGS REPORT 028-19791 N David Tracy 818-995-7733 David Tracy Calabasas CA 02-12-2021 0 91 159020 false INFORMATION TABLE 2 LegacyWealthPartners13f.xml 13FHOLDINGSREPORT ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 343 5966 SH SOLE 0 0 0 5966 PFIZER INC COM 717081103 789 21429 SH SOLE 0 0 0 21429 SPDR SER TR BLOMBERG BRC INV 78468R200 209 6820 SH SOLE 0 0 0 6820 SPDR SER TR PORTFLI TIPS ETF 78464A656 440 14125 SH SOLE 0 0 0 14125 SPDR S&P 500 ETF TR TR UNIT 78462F103 7795 20849 SH SOLE 0 0 0 20849 ETF SER SOLUTIONS LONCAR CANCER 26922A826 489 15430 SH SOLE 0 0 0 15430 GLOBAL X FDS INTERNET OF THNG 37954Y780 544 17115 SH SOLE 0 0 0 17115 FS KKR CAP CORP II COM 35952V303 295 17959 SH SOLE 0 0 0 17959 OCCIDENTAL PETE CORP COM 674599105 936 54057 SH SOLE 0 0 0 54057 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 1508 33541 SH SOLE 0 0 0 33541 BORGWARNER INC COM 099724106 771 19958 SH SOLE 0 0 0 19958 AMAZON COM INC COM 023135106 1485 456 SH SOLE 0 0 0 456 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 5801 262588 SH SOLE 0 0 0 262588 CATERPILLAR INC COM 149123101 1208 6639 SH SOLE 0 0 0 6639 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2679 24594 SH SOLE 0 0 0 24594 MERCK & CO. INC COM 58933Y105 495 6049 SH SOLE 0 0 0 6049 APPLE INC COM 037833100 6821 51402 SH SOLE 0 0 0 51402 BOEING CO COM 097023105 839 3918 SH SOLE 0 0 0 3918 GLOBAL X FDS CANNABIS ETF 37954Y426 409 41298 SH SOLE 0 0 0 41298 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 428 5159 SH SOLE 0 0 0 5159 WORLD GOLD TR SPDR GLD MINIS 98149E204 2787 147169 SH SOLE 0 0 0 147169 ISHARES TR JPMORGAN USD EMG 464288281 1481 12780 SH SOLE 0 0 0 12780 ULTA BEAUTY INC COM 90384S303 1211 4216 SH SOLE 0 0 0 4216 LISTED FD TR CORE ALT FD 53656F847 1306 45584 SH SOLE 0 0 0 45584 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 439 8909 SH SOLE 0 0 0 8909 WALMART INC COM 931142103 857 5944 SH SOLE 0 0 0 5944 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 403 3919 SH SOLE 0 0 0 3919 ISHARES TR CORE S&P SCP ETF 464287804 14385 156530 SH SOLE 0 0 0 156530 ROCKWELL AUTOMATION INC COM 773903109 884 3524 SH SOLE 0 0 0 3524 CHEVRON CORP NEW COM 166764100 270 3195 SH SOLE 0 0 0 3195 BROADCOM INC COM 11135F101 1381 3155 SH SOLE 0 0 0 3155 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1003 4325 SH SOLE 0 0 0 4325 ISHARES INC CORE MSCI EMKT 46434G103 14160 228247 SH SOLE 0 0 0 228247 ALASKA AIR GROUP INC COM 011659109 1142 21957 SH SOLE 0 0 0 21957 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3445 24404 SH SOLE 0 0 0 24404 BROADMARK RLTY CAP INC COM 11135B100 3816 374158 SH SOLE 0 0 0 374158 ISHARES TR IBOXX INV CP ETF 464287242 2021 14633 SH SOLE 0 0 0 14633 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 323 7072 SH SOLE 0 0 0 7072 FIRST SOLAR INC COM 336433107 848 8575 SH SOLE 0 0 0 8575 FACEBOOK INC CL A 30303M102 217 794 SH SOLE 0 0 0 794 SPDR SER TR S&P BIOTECH 78464A870 534 3796 SH SOLE 0 0 0 3796 EDISON INTL COM 281020107 475 7562 SH SOLE 0 0 0 7562 ALIGN TECHNOLOGY INC COM 016255101 932 1745 SH SOLE 0 0 0 1745 ISHARES TR IBOXX HI YD ETF 464288513 332 3798 SH SOLE 0 0 0 3798 HOME DEPOT INC COM 437076102 1112 4187 SH SOLE 0 0 0 4187 METLIFE INC COM 59156R108 314 6688 SH SOLE 0 0 0 6688 CITIGROUP INC COM NEW 172967424 1023 16586 SH SOLE 0 0 0 16586 SALESFORCE COM INC COM 79466L302 307 1378 SH SOLE 0 0 0 1378 INVESCO QQQ TR UNIT SER 1 46090E103 13743 43805 SH SOLE 0 0 0 43805 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 2307 36282 SH SOLE 0 0 0 36282 NETFLIX INC COM 64110L106 851 1574 SH SOLE 0 0 0 1574 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 203 3234 SH SOLE 0 0 0 3234 TESLA INC COM 88160R101 1552 2200 SH SOLE 0 0 0 2200 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 463 16610 SH SOLE 0 0 0 16610 NVIDIA CORPORATION COM 67066G104 1038 1988 SH SOLE 0 0 0 1988 INTERNATIONAL PAPER CO COM 460146103 215 4318 SH SOLE 0 0 0 4318 VERIZON COMMUNICATIONS INC COM 92343V104 316 5377 SH SOLE 0 0 0 5377 3M CO COM 88579Y101 212 1215 SH SOLE 0 0 0 1215 CANOPY GROWTH CORP COM 138035100 753 30549 SH SOLE 0 0 0 30549 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3319 107804 SH SOLE 0 0 0 107804 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 409 17920 SH SOLE 0 0 0 17920 GLOBAL X FDS VDEO GAM ESPRT 37954Y392 465 14976 SH SOLE 0 0 0 14976 ISHARES TR MSCI EMG MKT ETF 464287234 218 4219 SH SOLE 0 0 0 4219 MICROSOFT CORP COM 594918104 1257 5652 SH SOLE 0 0 0 5652 ISHARES TR CORE S&P MCP ETF 464287507 3467 15086 SH SOLE 0 0 0 15086 ISHARES TR CORE MSCI EAFE 46432F842 8887 128635 SH SOLE 0 0 0 128635 SPDR GOLD TR GOLD SHS 78463V107 645 3619 SH SOLE 0 0 0 3619 STARBUCKS CORP COM 855244109 919 8593 SH SOLE 0 0 0 8593 GOLDMAN SACHS GROUP INC COM 38141G104 1098 4165 SH SOLE 0 0 0 4165 HANESBRANDS INC COM 410345102 904 61973 SH SOLE 0 0 0 61973 GLOBAL X FDS GLBL X MLP ETF 37954Y343 511 18640 SH SOLE 0 0 0 18640 GLOBAL X FDS US PFD ETF 37954Y657 400 15490 SH SOLE 0 0 0 15490 ALPHABET INC CAP STK CL A 02079K305 293 167 SH SOLE 0 0 0 167 CHIMERA INVT CORP COM NEW 16934Q208 198 19282 SH SOLE 0 0 0 19282 WISDOMTREE TR INTL SMCAP DIV 97717W760 840 12326 SH SOLE 0 0 0 12326 MARRIOTT INTL INC NEW CL A 571903202 992 7518 SH SOLE 0 0 0 7518 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 407 5800 SH SOLE 0 0 0 5800 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 408 6126 SH SOLE 0 0 0 6126 ALPHABET INC CAP STK CL C 02079K107 280 160 SH SOLE 0 0 0 160 HONEYWELL INTL INC COM 438516106 912 4290 SH SOLE 0 0 0 4290 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2781 82386 SH SOLE 0 0 0 82386 DXC TECHNOLOGY CO COM 23355L106 1039 40343 SH SOLE 0 0 0 40343 STONECO LTD COM CL A G85158106 1328 15820 SH SOLE 0 0 0 15820 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 434 28299 SH SOLE 0 0 0 28299 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 424 6961 SH SOLE 0 0 0 6961 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1637 32876 SH SOLE 0 0 0 32876 ISHARES TR CORE S&P500 ETF 464287200 7154 19058 SH SOLE 0 0 0 19058 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1752 31744 SH SOLE 0 0 0 31744 MEDTRONIC PLC SHS G5960L103 850 7260 SH SOLE 0 0 0 7260 ISHARES TR 0-5YR HI YL CP 46434V407 330 7264 SH SOLE 0 0 0 7264 PAYPAL HLDGS INC COM 70450Y103 1117 4768 SH SOLE 0 0 0 4768