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 51–100 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDVI | FIRST TR EXCHANGE-TRADED FD | 35K | $500K+ | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 36K | $500K+ | SH |
| QPX | ADVISORSHARES TR | 18K | $500K+ | SH |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 31K | $500K+ | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 31K | $500K+ | SH |
| DUOL | DUOLINGO INC | 5K | $500K+ | SH |
| PULS | PGIM ETF TR | 16K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 15K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 15K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 7K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 12K | $500K+ | SH |
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| UXRP | PROSHARES TR | 53K | $100K–$500K | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 20K | $100K–$500K | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 22K | $100K–$500K | SH |
| AGG | ISHARES TR | 5K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 503 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| DEA | EASTERLY GOVT PPTYS INC | 19K | $100K–$500K | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| QMMY | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 597 | $100K–$500K | SH |
| NXDT | NEXPOINT DIVERSIFIED REL ET | 74K | $100K–$500K | SH |
| DSTL | ETF SER SOLUTIONS | 5K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 798 | $100K–$500K | SH |
| DSMC | ETF SER SOLUTIONS | 8K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 947 | $100K–$500K | SH |
| QIS | SIMPLIFY EXCHANGE TRADED FUN | 18K | $100K–$500K | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 754 | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 17K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 348 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 727 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 261 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 742 | $100K–$500K | SH |
| MSTR | STRATEGY INC | 1K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| SQMX | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 8K | $100K–$500K | SH |
| IWF | ISHARES TR | 423 | $100K–$500K | SH |
| RSST | TIDAL TRUST II | 7K | $100K–$500K | SH |