StockDriftsStockDriftsTop 50 Legacy Wealth Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 11.02% | 123.6K | $7K | — | — | — | 2022-09-30 |
| DEW | WISDOMTREE TR | 8.35% | 122.7K | $5K | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 6.11% | 26.7K | $4K | — | — | — | 2022-09-30 |
| IWY | ISHARES TR | 5.99% | 30.3K | $4K | — | — | — | 2022-09-30 |
| COWZ | PACER FDS TR | 5.14% | 75.8K | $3K | — | — | — | 2022-09-30 |
| IWF | ISHARES TR | 3.01% | 8.6K | $2K | — | — | — | 2022-09-30 |
| EFG | ISHARES TR | 2.64% | 22.0K | $2K | — | — | — | 2022-09-30 |
| VBR | VANGUARD INDEX FDS | 2.61% | 11.0K | $2K | — | — | — | 2022-09-30 |
| VOE | VANGUARD INDEX FDS | 2.49% | 12.4K | $2K | — | — | — | 2022-09-30 |
| VBK | VANGUARD INDEX FDS | 2.48% | 7.7K | $1K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Legacy Wealth Planning, Llc reports $60.44K in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (11.0%), DEW (8.3%) and AAPL (6.1%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Legacy Wealth Planning, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802490). View Legacy Wealth Planning, Llc’s 13F filings on SEC