Back to Legacy Wealth Managment, LLC/ID

Legacy Wealth Managment, LLC/ID

All holdings · as of Dec 31, 2025

921 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$961.2K2,8670.5%
VANGUARD WORLD FD$932.3K6,6050.4%
First Trust Exchange-Traded Fund IV$924.0K35,2140.4%
First Trust Exchange-Traded Fund VI$844.2K35,7390.4%
ADVISORSHARES TR$816.2K18,3360.4%
FIRST TR EXCHANGE-TRADED FD$812.7K30,7370.4%
FIRST TR EXCHNG TRADED FD VI$809.7K30,5210.4%
Duolingo, Inc.$789.8K4,5000.4%
PGIM ETF TR$777.6K15,6800.4%
INVESCO ACTIVELY MANAGED EXC$763.9K15,2010.4%
VANGUARD INDEX FDS$759.2K3,9750.4%
FIRST TR EXCHANGE-TRADED FD$750.8K15,2750.4%
WEC ENERGY GROUP, INC.$705.8K6,6930.3%
INVESCO QQQ TR$695.5K1,1320.3%
MICROSOFT CORP$651.9K1,3480.3%
First Trust Exchange-Traded Fund VIII$621.1K11,6200.3%
ISHARES TR$567.5K3,8090.3%
Tesla Inc$554.5K1,2330.3%
ISHARES BITCOIN TRUST ETF$548.5K11,0470.3%
SIMPLIFY EXCHANGE TRADED FUN$501.3K21,1480.2%
PROSHARES TR$487.3K53,8450.2%
SIMPLIFY EXCHANGE TRADED FUN$487.1K23,5290.2%
ISHARES TR$458.1K4,5870.2%
Alphabet Inc.$433.8K1,3860.2%
COSTCO WHOLESALE CORP /NEW$433.8K5030.2%
Easterly Government Properties, Inc.$419.6K19,8000.2%
Alphabet Inc.$401.4K1,2790.2%
J P MORGAN EXCHANGE TRADED F$349.5K7,3490.2%
EXXON MOBIL CORP$324.0K2,6930.2%
VANGUARD INDEX FDS$321.8K1,8140.2%
ISHARES TR$317.1K4,8040.2%
FIRST TR EXCHNG TRADED FD VI$309.0K12,3430.1%
Warren E. Buffett$300.1K5970.1%
NEXPOINT DIVERSIFIED REAL ESTATE TRUSTNXDTREIT$294.7K76,9550.1%
SIMPLIFY EXCHANGE TRADED FUN$279.3K18,8190.1%
ETF SER SOLUTIONS$278.8K4,7340.1%
Broadcom Inc.$276.3K7980.1%
ETF SER SOLUTIONS$271.0K7,6390.1%
VANGUARD INDEX FDS$264.3K9470.1%
First Trust Exchange-Traded Fund VIII$251.8K7,9070.1%
UNITEDHEALTH GROUP INC$248.8K7540.1%
FS Specialty Lending FundFSSLClosed-End Fund$239.9K16,9670.1%
SPDR S&P 500 ETF TR$237.6K3480.1%
JPMORGAN CHASE & CO$234.3K7270.1%
Parker-Hannifin Corp$229.4K2610.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$228.8K7530.1%
VANGUARD INDEX FDS$227.0K1,0720.1%
Strategy Inc$217.0K1,4280.1%
SIMPLIFY EXCHANGE TRADED FUN$216.8K8,2880.1%
VANGUARD TAX-MANAGED FDS$207.2K3,3160.1%
← PrevPage 2 of 19Next →