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 301–350 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EOG | EOG RES INC | 223 | $15K–$50K | SH |
| VBIL | VANGUARD INSTL INDEX FD | 307 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 100 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 261 | $15K–$50K | SH |
| ADBE | ADOBE INC | 65 | $15K–$50K | SH |
| FPE | FIRST TR EXCHANGE-TRADED FD | 84 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 221 | $15K–$50K | SH |
| JAAA | JANUS DETROIT STR TR | 434 | $15K–$50K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 427 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 525 | $15K–$50K | SH |
| USMV | ISHARES TR | 227 | $15K–$50K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 478 | $15K–$50K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 285 | $15K–$50K | SH |
| USG | USCF ETF TR | 605 | $15K–$50K | SH |
| VST | VISTRA CORP | 130 | $15K–$50K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 113 | $15K–$50K | SH |
| XSD | SPDR SERIES TRUST | 65 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 208 | $15K–$50K | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC | 275 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 249 | $15K–$50K | SH |
| SPTL | SPDR SERIES TRUST | 749 | $15K–$50K | SH |
| SANM | SANMINA CORPORATION | 132 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO | 100 | $15K–$50K | SH |
| RDDT | REDDIT INC | 84 | $15K–$50K | SH |
| SILA | SILA REALTY TRUST INC | 828 | $15K–$50K | SH |
| JXN | JACKSON FINANCIAL INC | 180 | $15K–$50K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 103 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 61 | $15K–$50K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 374 | $15K–$50K | SH |
| IP | INTERNATIONAL PAPER CO | 482 | $15K–$50K | SH |
| RTX | RTX CORPORATION | 103 | $15K–$50K | SH |
| RRC | RANGE RES CORP | 534 | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC | 73 | $15K–$50K | SH |
| IWP | ISHARES TR | 137 | $15K–$50K | SH |
| ESGE | ISHARES INC | 423 | $15K–$50K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 100 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 121 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 181 | $15K–$50K | SH |
| SHYG | ISHARES TR | 415 | $15K–$50K | SH |
| NRES | DBX ETF TR | 601 | $15K–$50K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 169 | $15K–$50K | SH |
| EQT | EQT CORP | 318 | $15K–$50K | SH |
| NEOVW | NEOVOLTA INC | 16K | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 305 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 91 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 295 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 97 | $15K–$50K | SH |
| ROP | ROPER TECHNOLOGIES INC | 37 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 28 | $15K–$50K | SH |
| NOG | NORTHERN OIL & GAS INC | 753 | $15K–$50K | SH |