§ 13F · FUND PROFILE
Legacy Wealth Managment, LLC/ID.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192.1T (13F)Positions · 791Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | STEX | STREAMEX CORP | 7.04M | $21.3T | 10.2% | −6% |
| 2 | NEOV | NEOVOLTA INC | 5.61M | $17.1T | 8.2% | +3% |
| 3 | XXV | SIMPLIFY EXCHANGE TRADED FUN | 659K | $16.7T | 8.0% | NEW |
| 4 | ICSH | ISHARES TR | 190K | $9.6T | 4.6% | +80% |
| 5 | BUFD | FIRST TR EXCHNG TRADED FD VI | 240K | $6.8T | 3.2% | +115% |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 161K | $5.8T | 2.8% | +116% |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 167K | $5.7T | 2.7% | −7% |
| 8 | BIL | SPDR SERIES TRUST | 60K | $5.4T | 2.6% | −21% |
| 9 | BUFT | FIRST TR EXCHNG TRADED FD VI | 196K | $4.8T | 2.3% | +137% |
| 10 | ORCL | ORACLE CORP | 23K | $4.5T | 2.2% | ±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 $192145.8 trillion in assets. The fund runs a broad portfolio of 791 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed