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 101–150 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLNG | FLEX LNG LTD | 7K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 684 | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| BP | BP PLC | 5K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 1K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 385 | $100K–$500K | SH |
| ICOW | PACER FDS TR | 4K | $100K–$500K | SH |
| INTU | INTUIT | 242 | $100K–$500K | SH |
| IWM | ISHARES TR | 645 | $100K–$500K | SH |
| FIP | FTAI INFRASTRUCTURE INC | 33K | $100K–$500K | SH |
| IVE | ISHARES TR | 712 | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 764 | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 3K | $100K–$500K | SH |
| ESGD | ISHARES TR | 2K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 2K | $100K–$500K | SH |
| TBIL | RBB FD INC | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 1K | $100K–$500K | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| META | META PLATFORMS INC | 212 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| TFLO | ISHARES TR | 3K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 728 | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 9K | $100K–$500K | SH |
| V | VISA INC | 367 | $100K–$500K | SH |
| MTUM | ISHARES TR | 499 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 860 | $100K–$500K | SH |
| CALF | PACER FDS TR | 3K | $100K–$500K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 14K | $100K–$500K | SH |
| IWR | ISHARES TR | 1K | $100K–$500K | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| PR | PERMIAN RESOURCES CORP | 8K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 357 | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 371 | $100K–$500K | SH |
| GOVT | ISHARES TR | 5K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 97 | $100K–$500K | SH |
| CAPE | DOUBLELINE ETF TRUST | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 335 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 404 | $100K–$500K | SH |
| BALT | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 2K | $100K–$500K | SH |
| USIG | ISHARES TR | 2K | $50K–$100K | SH |
| IEFA | ISHARES TR | 1K | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 547 | $50K–$100K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 4K | $50K–$100K | SH |
| SPUU | DIREXION SHS ETF TR | 512 | $50K–$100K | SH |
| NVDA | NVIDIA CORPORATION | 500 | $50K–$100K | PRN (Call) |