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 151–200 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | 238 | $50K–$100K | SH |
| APA | APA CORPORATION | 4K | $50K–$100K | SH |
| CMF | ISHARES TR | 2K | $50K–$100K | SH |
| DUSB | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| ETN | EATON CORP PLC | 287 | $50K–$100K | SH |
| TJX | TJX COS INC NEW | 591 | $50K–$100K | SH |
| BIV | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| EAGG | ISHARES TR | 2K | $50K–$100K | SH |
| C | CITIGROUP INC | 766 | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 156 | $50K–$100K | SH |
| SPYM | SPDR SERIES TRUST | 1K | $50K–$100K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 2K | $50K–$100K | SH |
| VOTE | TCW ETF TRUST | 1K | $50K–$100K | SH |
| IWB | ISHARES TR | 232 | $50K–$100K | SH |
| IEI | ISHARES TR | 698 | $50K–$100K | SH |
| CBXJ | CALAMOS ETF TR | 4K | $50K–$100K | SH |
| VCR | VANGUARD WORLD FD | 205 | $50K–$100K | SH |
| BLV | VANGUARD BD INDEX FDS | 1K | $50K–$100K | SH |
| VXUS | VANGUARD STAR FDS | 1K | $50K–$100K | SH |
| KLAC | KLA CORP | 64 | $50K–$100K | SH |
| ASML | ASML HOLDING N V | 72 | $50K–$100K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 948 | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 1K | $50K–$100K | SH |
| T | AT&T INC | 3K | $50K–$100K | SH |
| STEX | STREAMEX CORP | 24K | $50K–$100K | PRN (Call) |
| OXLC | OXFORD LANE CAP CORP | 5K | $50K–$100K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 2K | $50K–$100K | SH |
| IDCC | INTERDIGITAL INC | 224 | $50K–$100K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 143 | $50K–$100K | SH |
| OUNZ | VANECK MERK GOLD ETF | 2K | $50K–$100K | SH |
| CTRA | COTERRA ENERGY INC | 3K | $50K–$100K | SH |
| NI | NISOURCE INC | 2K | $50K–$100K | SH |
| GDLC | GRAYSCALE COINDESK CRYPTO | 2K | $50K–$100K | SH |
| MINT | PIMCO ETF TR | 662 | $50K–$100K | SH |
| HDV | ISHARES TR | 542 | $50K–$100K | SH |
| IWS | ISHARES TR | 457 | $50K–$100K | SH |
| IEMG | ISHARES INC | 947 | $50K–$100K | SH |
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 288 | $50K–$100K | SH |
| AMGN | AMGEN INC | 187 | $50K–$100K | SH |
| HD | HOME DEPOT INC | 176 | $50K–$100K | SH |
| AOA | ISHARES TR | 674 | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 203 | $50K–$100K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 2K | $50K–$100K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 829 | $50K–$100K | SH |
| ETR | ENTERGY CORP NEW | 605 | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 89 | $50K–$100K | SH |
| ITEQ | AMPLIFY ETF TR | 961 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC | 928 | $50K–$100K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 970 | $50K–$100K | SH |