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 201–250 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 227 | $50K–$100K | SH |
| CLS | CELESTICA INC | 185 | $50K–$100K | SH |
| CHAT | TIDAL TRUST II | 918 | $50K–$100K | SH |
| TYA | SIMPLIFY EXCHANGE TRADED FUN | 4K | $50K–$100K | SH |
| VRT | VERTIV HOLDINGS CO | 327 | $50K–$100K | SH |
| CPSL | CALAMOS ETF TR | 2K | $50K–$100K | SH |
| FITB | FIFTH THIRD BANCORP | 1K | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 664 | $50K–$100K | SH |
| SM | SM ENERGY CO | 3K | $50K–$100K | SH |
| HCA | HCA HEALTHCARE INC | 108 | $50K–$100K | SH |
| XME | SPDR SERIES TRUST | 479 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 307 | $15K–$50K | SH |
| WFC | WELLS FARGO CO NEW | 528 | $15K–$50K | SH |
| SYF | SYNCHRONY FINANCIAL | 586 | $15K–$50K | SH |
| SUSC | ISHARES TR | 2K | $15K–$50K | SH |
| ZIM | ZIM INTEGRATED SHIPPING SERV | 2K | $15K–$50K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 100 | $15K–$50K | SH |
| SPTM | SPDR SERIES TRUST | 576 | $15K–$50K | SH |
| QUAL | ISHARES TR | 238 | $15K–$50K | SH |
| MAGS | LISTED FDS TR | 714 | $15K–$50K | SH |
| COIN | COINBASE GLOBAL INC | 207 | $15K–$50K | SH |
| SFM | SPROUTS FMRS MKT INC | 576 | $15K–$50K | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 669 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 87 | $15K–$50K | SH |
| TSLA | TESLA INC | 100 | $15K–$50K | PRN (Call) |
| ISRG | INTUITIVE SURGICAL INC | 79 | $15K–$50K | SH |
| IYJ | ISHARES TR | 300 | $15K–$50K | SH |
| NREF | NEXPOINT REAL ESTATE FIN INC | 3K | $15K–$50K | SH |
| CIVI | CIVITAS RESOURCES INC | 2K | $15K–$50K | SH |
| MKZR | MACKENZIE RLTY CAP INC | 11K | $15K–$50K | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 898 | $15K–$50K | SH |
| PFE | PFIZER INC | 2K | $15K–$50K | SH |
| REAX | THE REAL BROKERAGE INC | 12K | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 587 | $15K–$50K | SH |
| SIL | GLOBAL X FDS | 516 | $15K–$50K | SH |
| INTC | INTEL CORP | 1K | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 75 | $15K–$50K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 196 | $15K–$50K | SH |
| PYLD | PIMCO ETF TR | 2K | $15K–$50K | SH |
| KRP | KIMBELL RTY PARTNERS LP | 4K | $15K–$50K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 445 | $15K–$50K | SH |
| CINF | CINCINNATI FINL CORP | 245 | $15K–$50K | SH |
| EWJ | ISHARES INC | 495 | $15K–$50K | SH |
| QCJL | FIRST TR EXCHNG TRADED FD VI | 2K | $15K–$50K | SH |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 2K | $15K–$50K | SH |
| MKC | MCCORMICK & CO INC | 580 | $15K–$50K | SH |
| URA | GLOBAL X FDS | 918 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 482 | $15K–$50K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 648 | $15K–$50K | SH |