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 401–450 of 921
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EVV | EATON VANCE LIMITED DURATION | 1K | $1K–$15K | SH |
| CI | THE CIGNA GROUP | 42 | $1K–$15K | SH |
| KCE | SPDR SERIES TRUST | 77 | $1K–$15K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 97 | $1K–$15K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 500 | $1K–$15K | SH |
| MATX | MATSON INC | 89 | $1K–$15K | SH |
| EMB | ISHARES TR | 114 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 283 | $1K–$15K | SH |
| ARM | ARM HOLDINGS PLC | 100 | $1K–$15K | SH |
| EG | EVEREST GROUP LTD | 32 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC | 23 | $1K–$15K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 159 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 88 | $1K–$15K | SH |
| ICVT | ISHARES TR | 106 | $1K–$15K | SH |
| XPO | XPO INC | 76 | $1K–$15K | SH |
| INGR | INGREDION INC | 93 | $1K–$15K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 147 | $1K–$15K | SH |
| CMI | CUMMINS INC | 20 | $1K–$15K | SH |
| UL | UNILEVER PLC | 155 | $1K–$15K | SH |
| APP | APPLOVIN CORP | 15 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC | 5 | $1K–$15K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 225 | $1K–$15K | SH |
| DXCM | DEXCOM INC | 150 | $1K–$15K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 190 | $1K–$15K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 175 | $1K–$15K | SH |
| CRK | COMSTOCK RES INC | 417 | $1K–$15K | SH |
| TEAM | ATLASSIAN CORPORATION | 59 | $1K–$15K | SH |
| LAZ | LAZARD INC | 195 | $1K–$15K | SH |
| PSEC | PROSPECT CAP CORP | 4K | $1K–$15K | SH |
| ABT | ABBOTT LABS | 74 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 36 | $1K–$15K | SH |
| DAIC | CID HOLDCO INC | 21K | $1K–$15K | SH |
| CALM | CAL MAINE FOODS INC | 116 | $1K–$15K | SH |
| GILD | GILEAD SCIENCES INC | 75 | $1K–$15K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 125 | $1K–$15K | SH |
| KKR | KKR & CO INC | 72 | $1K–$15K | SH |
| XLU | SELECT SECTOR SPDR TR | 210 | $1K–$15K | SH |
| ENVA | ENOVA INTL INC | 57 | $1K–$15K | SH |
| SRE | SEMPRA | 101 | $1K–$15K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 135 | $1K–$15K | SH |
| AR | ANTERO RESOURCES CORP | 258 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP | 112 | $1K–$15K | SH |
| PFX | PHENIXFIN CORP | 200 | $1K–$15K | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 354 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 300 | $1K–$15K | SH |
| HSBC | HSBC HLDGS PLC | 111 | $1K–$15K | SH |
| EXEL | EXELIXIS INC | 198 | $1K–$15K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 181 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 13 | $1K–$15K | SH |
| TMHC | TAYLOR MORRISON HOME CORP | 142 | $1K–$15K | SH |