Legacy Wealth Managment, LLC/ID
$243M 13F equity value
1,062 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Wealth Managment, LLC/ID covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NEOV | NEOVOLTA INC | 4,896,515 | $15M | 6.4% |
| XXV | SIMPLIFY EXCHANGE TRADED FUN | 584,369 | $14M | 5.7% |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 260,471 | $8M | 3.2% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 191,704 | $7M | 2.9% |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 170,386 | $7M | 2.8% |
| SCHG | SCHWAB STRATEGIC TR | 184,085 | $6M | 2.6% |
| STEX | STREAMEX CORP | 6,530,074 | $6M | 2.3% |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 207,428 | $5M | 2.2% |
| BIL | SPDR SERIES TRUST | 57,482 | $5M | 2.2% |
| PDC | PERPETUALS.COM LTD | 849,411 | $5M | 2.1% |
Track Legacy Wealth Managment, LLC/ID's 13F portfolio: $243M in reported holdings, 1,062 positions. Top holdings and quarterly changes on SentiSense.
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