Institutions / Legacy Wealth Managment, LLC/ID
Legacy Wealth Managment, LLC/ID
CIK 2045082 · Institution · as of Dec 31, 2025
Portfolio value
$208.76M
Positions
921
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 921 →
| Company | Value | % of portfolio |
|---|---|---|
| Streamex Corp.STEX | $21.47M | 10.3% |
| NeoVolta, Inc. | $17.23M | 8.3% |
| Simplify Exchange Traded Fun | $16.85M | 8.1% |
| iShares Tr | $9.59M | 4.6% |
| First Tr Exchng Traded Fd VI | $6.79M | 3.3% |
| First Tr Exchng Traded Fd VI | $5.76M | 2.8% |
| First Tr Exchng Traded Fd VI | $5.71M | 2.7% |
| SPDR Series Trust | $5.45M | 2.6% |
| First Tr Exchng Traded Fd VI | $4.83M | 2.3% |
| Oracle Corp | $4.51M | 2.2% |
| First Tr Exchange-Traded Fd | $3.46M | 1.7% |
| Eagle Point Credit Co Inc.ECC | $3.24M | 1.6% |
| FS KKR Capital CorpFSK | $3.06M | 1.5% |
| ProShares Tr | $3.03M | 1.5% |
| Simplify Exchange Traded Fun | $3.00M | 1.4% |
| First Tr Exchange Traded Fd | $2.82M | 1.4% |
| First Tr Exchange-Traded Fd | $2.71M | 1.3% |
| WisdomTree Tr | $2.55M | 1.2% |
| Goldman Sachs ETF Tr | $2.45M | 1.2% |
| Cion Invt Corp | $2.08M | 1.0% |
| J P Morgan Exchange Traded F | $1.91M | 0.9% |
| J P Morgan Exchange Traded F | $1.90M | 0.9% |
| iShares Tr | $1.84M | 0.9% |
| First Tr Exchng Traded Fd VI | $1.82M | 0.9% |
| Simplify Exchange Traded Fun | $1.79M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.