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Legacy Wealth Managment, LLC/ID

All holdings · as of Dec 31, 2025

921 positions

CompanyClassValueShares% of portfolio
Palantir Technologies Inc—$97.2K5470.0%
SoFi Technologies, Inc.—$96.9K3,7020.0%
DIREXION SHS ETF TR—$94.3K5120.0%
Eaton Corp plc—$93.0K2920.0%
Trane Technologies plc—$92.6K2380.0%
ISHARES TR—$92.1K1,6020.0%
DIMENSIONAL ETF TRUST—$91.8K1,8130.0%
VANGUARD BD INDEX FDS—$91.0K1,1690.0%
TJX Cos Inc/The—$90.8K5910.0%
ISHARES TR—$89.8K1,8770.0%
CITIGROUP INC—$89.4K7660.0%
Mastercard Inc—$89.1K1560.0%
SPDR SERIES TRUST—$88.4K1,1020.0%
VANGUARD INTL EQUITY INDEX F—$87.8K1,6340.0%
TCW ETF TRUST—$86.6K1,0800.0%
ISHARES TR—$86.6K2320.0%
ISHARES TR—$83.3K6980.0%
CALAMOS ETF TR—$80.9K3,5700.0%
VANGUARD WORLD FD—$80.8K2050.0%
VANGUARD BD INDEX FDS—$80.4K1,1560.0%
VANGUARD STAR FDS—$79.2K1,0500.0%
KLA CORP—$77.8K640.0%
ASML HOLDING N V—$77.0K720.0%
PUBLIC SERVICE ENTERPRISE GROUP INC—$76.1K9480.0%
ALTRIA GROUP, INC.—$75.5K1,3090.0%
AT&T INC.—$75.1K3,0250.0%
OXFORD LANE CAP CORP—$72.8K4,9700.0%
SPROTT ASSET MANAGEMENT LP—$71.4K2,1620.0%
InterDigital, Inc.—$71.3K2240.0%
Coterra Energy Inc.—$71.2K2,7060.0%
SPDR DOW JONES INDL AVERAGE—$69.0K1430.0%
VANECK MERK GOLD ETF—$68.9K1,6620.0%
NiSource Inc—$67.9K1,6260.0%
GRAYSCALE COINDESK CRYPTO—$67.6K1,6360.0%
PIMCO ETF TR—$66.4K6620.0%
ISHARES TR—$65.9K5420.0%
ISHARES TR—$64.5K4570.0%
ISHARES INC—$63.7K9470.0%
US BANCORP \DE—$62.6K1,1730.0%
ADVANCED MICRO DEVICES INC—$61.7K2880.0%
AMGEN INC—$61.2K1870.0%
HOME DEPOT, INC.—$60.6K1760.0%
ISHARES TR—$60.4K6740.0%
INTERNATIONAL BUSINESS MACHINES CORP—$60.1K2030.0%
Regions Financial Corp—$59.8K2,2080.0%
J P MORGAN EXCHANGE TRADED F—$58.7K1,0260.0%
CELESTICA INCCLSCommon Stock$57.6K1950.0%
GRAYSCALE BITCOIN TRUST ETF—$56.7K8290.0%
Vertiv Holdings Co—$56.2K3470.0%
ENTERGY CORP /DE—$55.9K6050.0%
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