0001802490-22-000002.txt : 20220510 0001802490-22-000002.hdr.sgml : 20220510 20220510093032 ACCESSION NUMBER: 0001802490-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Planning, LLC CENTRAL INDEX KEY: 0001802490 IRS NUMBER: 204458937 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19891 FILM NUMBER: 22907676 BUSINESS ADDRESS: STREET 1: 10599 DOUBLE R BLVD CITY: RENO STATE: NV ZIP: 89521 BUSINESS PHONE: 7757428742 MAIL ADDRESS: STREET 1: 10599 DOUBLE R BLVD CITY: RENO STATE: NV ZIP: 89521 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802490 XXXXXXXX 03-31-2022 03-31-2022 Legacy Wealth Planning, LLC

10599 DOUBLE R BLVD RENO NV 89521

13F HOLDINGS REPORT 028-19891 N Phillip Mahoney 775-850-2500 Phillip Mahoney Reno NV 05-10-2022 0 100 84927 false INFORMATION TABLE 2 lwp13f1q2022.xml 1Q2022 13F LWP ABBOTT LABS COM 002824100 263 2219 SH SOLE 0 0 2219 ABBVIE INC COM 00287Y109 250 1541 SH SOLE 0 0 1541 ALLSPRING MULTI SECTOR INCOM COM 94987D101 265 25489 SH SOLE 0 0 25489 ALPHABET INC CAP STK CL C 02079K107 215 77 SH SOLE 0 0 77 ALPHABET INC CAP STK CL A 02079K305 231 83 SH SOLE 0 0 83 ALTRIA GROUP INC COM 02209S103 243 4658 SH SOLE 0 0 4658 AMAZON COM INC COM 023135106 805 247 SH SOLE 0 0 247 APPLE INC COM 037833100 4971 28469 SH SOLE 0 0 28469 ARK ETF TR GENOMIC REV ETF 00214Q302 319 6942 SH SOLE 0 0 6942 ARK ETF TR INNOVATION ETF 00214Q104 655 9875 SH SOLE 0 0 9875 AT&T INC COM 00206R102 570 24128 SH SOLE 0 0 24128 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1273 3606 SH SOLE 0 0 3606 BK OF AMERICA CORP COM 060505104 627 15218 SH SOLE 0 0 15218 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 155 12703 SH SOLE 0 0 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