§ 13F · FUND PROFILE
Legacy Wealth Managment, LLC/ID.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 822Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XXV | SIMPLIFY EXCHANGE TRADED FUN | 888K | $20M | 10.0% | +35% |
| 2 | NEOV | NEOVOLTA INC | 5.27M | $16M | 8.1% | −6% |
| 3 | STEX | STREAMEX CORP | 6.98M | $8M | 3.9% | −1% |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | 252K | $7M | 3.5% | +6% |
| 5 | BIL | SPDR SERIES TRUST | 70K | $6M | 3.2% | +17% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 178K | $6M | 3.0% | +8% |
| 7 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 160K | $6M | 2.8% | ±0% |
| 8 | ICSH | ISHARES TR | 102K | $5M | 2.6% | −46% |
| 9 | BUFT | FIRST TR EXCHNG TRADED FD VI | 198K | $5M | 2.4% | +2% |
| 10 | FTSM | FIRST TR EXCHANGE-TRADED FD | 58K | $3M | 1.7% | ±0% |
§ 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 $221 million in assets. The fund runs a broad portfolio of 822 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed