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Legacy Wealth Managment, LLC/ID

All holdings · as of Dec 31, 2025

921 positions

CompanyClassValueShares% of portfolio
Streamex Corp.STEXCommon Stock$21.47M7,085,73310.3%
NeoVolta, Inc.$17.23M5,669,0838.3%
SIMPLIFY EXCHANGE TRADED FUN$16.85M662,4528.1%
ISHARES TR$9.59M189,6954.6%
FIRST TR EXCHNG TRADED FD VI$6.79M240,4093.3%
FIRST TR EXCHNG TRADED FD VI$5.76M160,8012.8%
FIRST TR EXCHNG TRADED FD VI$5.71M166,7892.7%
SPDR SERIES TRUST$5.45M59,6372.6%
FIRST TR EXCHNG TRADED FD VI$4.83M196,1282.3%
ORACLE CORP$4.51M23,1302.2%
FIRST TR EXCHANGE-TRADED FD$3.46M57,6901.7%
Eagle Point Credit Co Inc.ECCClosed-End Fund$3.24M563,3061.6%
FS KKR Capital CorpFSKCommon Stock$3.06M206,9471.5%
PROSHARES TR$3.03M249,4241.5%
SIMPLIFY EXCHANGE TRADED FUN$3.00M72,0111.4%
FIRST TR EXCHANGE TRADED FD$2.82M40,6541.4%
FIRST TR EXCHANGE-TRADED FD$2.71M76,7231.3%
WISDOMTREE TR$2.55M28,5631.2%
GOLDMAN SACHS ETF TR$2.45M24,4751.2%
CION INVT CORP$2.08M215,2091.0%
J P MORGAN EXCHANGE TRADED F$1.91M40,4160.9%
J P MORGAN EXCHANGE TRADED F$1.90M35,1950.9%
ISHARES TR$1.84M19,1110.9%
FIRST TR EXCHNG TRADED FD VI$1.82M72,3450.9%
SIMPLIFY EXCHANGE TRADED FUN$1.79M102,0490.9%
MSC INCOME FUND, INC.MSIFCommon Stock$1.77M134,4070.8%
J P MORGAN EXCHANGE TRADED F$1.66M24,9570.8%
Viper Energy, Inc.$1.63M42,0880.8%
Apple Inc.$1.49M5,4750.7%
FIRST TR EXCHANGE-TRADED FD$1.45M31,6250.7%
VOLATILITY SHS TR$1.38M25,2620.7%
Amazon.com Inc$1.35M5,8310.6%
PACER FDS TR$1.31M27,8750.6%
NVIDIA Corp$1.31M7,0430.6%
PROSHARES TR$1.25M17,7560.6%
FLEXSHARES TR$1.24M16,3980.6%
TIDAL TRUST II$1.18M56,7020.6%
CALAMOS ETF TR$1.18M45,7120.6%
VANGUARD WORLD FD$1.18M2,8510.6%
First Trust Exchange-Traded Fund VI$1.17M9,0350.6%
SIMPLIFY EXCHANGE TRADED FUN$1.13M50,8050.5%
PROSHARES TR$1.11M19,1440.5%
ISHARES TR$1.09M9,9010.5%
FIRST TR EXCHANGE TRADED FD$1.06M10,8070.5%
FIRST TR EXCHANGE TRADED FD$1.06M14,7760.5%
FIRST TR EXCHANGE TRADED FD$1.03M6,7400.5%
ISHARES TR$1.00M1,4600.5%
SPDR GOLD TR$996.7K2,5150.5%
VANECK ETF TRUST$976.1K11,3810.5%
VANGUARD INDEX FDS$966.0K1,9800.5%
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