§ 13F · FUND PROFILE
Legacy Wealth Managment, LLC/ID.
AUM · $243M (13F)Positions · 197Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NEOV | NEOVOLTA INC | 4.90M | $15M | 6.4% | −8% |
| 2 | XXV | SIMPLIFY EXCHANGE TRADED FUN | 584K | $14M | 5.7% | −35% |
| 3 | BUFD | FIRST TR EXCHNG TRADED FD VI | 260K | $8M | 3.2% | +2% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 192K | $7M | 2.9% | +7% |
| 5 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 170K | $7M | 2.8% | +6% |
| 6 | SCHG | SCHWAB STRATEGIC TR | 184K | $6M | 2.6% | NEW |
| 7 | STEX | STREAMEX CORP | 6.53M | $6M | 2.3% | −7% |
| 8 | BUFT | FIRST TR EXCHNG TRADED FD VI | 207K | $5M | 2.2% | +3% |
| 9 | BIL | SPDR SERIES TRUST | 57K | $5M | 2.2% | −17% |
| 10 | PDC | PERPETUALS.COM LTD | 849K | $5M | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Managment, LLC/ID is a Other fund managing $243 million in assets. The fund runs a portfolio of 197 positions.
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