CIK 2045082
Legacy Wealth Managment, LLC/ID
Institutional 13F holdings & portfolio
Holdings
921
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEOV | NEOVOLTA INC | 5.6M | $1M+ | SH |
| XXV | SIMPLIFY EXCHANGE TRADED FUN | 659K | $1M+ | SH |
| ICSH | ISHARES TR | 190K | $1M+ | SH |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 240K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 161K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 167K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 60K | $1M+ | SH |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 196K | $1M+ | SH |
| ORCL | ORACLE CORP | 23K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 58K | $1M+ | SH |
| ECC | EAGLE POINT CREDIT COMPANY I | 560K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 206K | $1M+ | SH |
| BITO | PROSHARES TR | 249K | $1M+ | SH |
| YGLD | SIMPLIFY EXCHANGE TRADED FUN | 72K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 41K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 77K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 29K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 24K | $1M+ | SH |
| CION | CION INVT CORP | 214K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 39K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 72K | $1M+ | SH |
| IEF | ISHARES TR | 19K | $1M+ | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 101K | $1M+ | SH |
| MSIF | MSC INCOME FUND INC | 134K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| VNOM | VIPER ENERGY INC | 42K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| ETHU | VOLATILITY SHS TR | 25K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| QLD | PROSHARES TR | 18K | $1M+ | SH |
| FLRT | PACER FDS TR | 26K | $1M+ | SH |
| RAVI | FLEXSHARES TR | 16K | $1M+ | SH |
| CBOA | CALAMOS ETF TR | 46K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 3K | $1M+ | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 9K | $1M+ | SH |
| RSBA | TIDAL TRUST II | 55K | $1M+ | SH |
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 51K | $1M+ | SH |
| SSO | PROSHARES TR | 19K | $1M+ | SH |
| SHV | ISHARES TR | 10K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 11K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 15K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 7K | $1M+ | SH |
| IVV | ISHARES TR | 1K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 11K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 7K | $500K+ | SH |