Legacy Wealth Managment, LLC/ID Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$221.2B
Holdings
774
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (774 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ICOWPACER FDS TR | 4,198 | $152.9M | 0.07% | |
| 102 | PLTRPALANTIR TECHNOLOGIES INC | 833 | $151.9M | 0.07% | |
| 103 | CRGYCRESCENT ENERGY COMPANY | 17,011 | $151.7M | 0.07% | |
| 104 | IVEISHARES TR | 728 | $150.3M | 0.07% | |
| 105 | USFRWISDOMTREE TR | 2,925 | $147.0M | 0.07% | |
| 106 | DDTOINNOVATOR ETFS TRUST | 4,421 | $145.1M | 0.07% | |
| 107 | FIPFTAI INFRASTRUCTURE INC | 33,091 | $144.3M | 0.07% | |
| 108 | TBILRBB FD INC | 2,846 | $142.3M | 0.06% | |
| 109 | JPIEJ P MORGAN EXCHANGE TRADED F | 3,038 | $141.0M | 0.06% | |
| 110 | TFLOISHARES TR | 2,744 | $138.8M | 0.06% | |
| 111 | COWZPACER FDS TR | 2,405 | $138.2M | 0.06% | |
| 112 | IEMGISHARES INC | 2,006 | $132.2M | 0.06% | |
| 113 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 469 | $131.0M | 0.06% | |
| 114 | SPYSPDR S&P 500 ETF TR | 187 | $124.8M | 0.06% | |
| 115 | JPMJPMORGAN CHASE & CO. | 388 | $122.5M | 0.06% | |
| 116 | CALFPACER FDS TR | 2,773 | $121.4M | 0.05% | |
| 117 | XLKSELECT SECTOR SPDR TR | 430 | $121.2M | 0.05% | |
| 118 | PRPERMIAN RESOURCES CORP | 9,382 | $120.1M | 0.05% | |
| 119 | METAMETA PLATFORMS INC | 154 | $113.3M | 0.05% | |
| 120 | APAAPA CORPORATION | 4,627 | $112.3M | 0.05% | |
| 121 | VEAVANGUARD TAX-MANAGED FDS | 1,802 | $108.0M | 0.05% | |
| 122 | TQQQPROSHARES TR | 1,031 | $106.6M | 0.05% | |
| 123 | QQQMINVESCO EXCH TRADED FD TR II | 430 | $106.3M | 0.05% | |
| 124 | CAPEDOUBLELINE ETF TRUST | 3,189 | $103.9M | 0.05% | |
| 125 | BDVLBLACKROCK ETF TRUST | 4,111 | $102.8M | 0.05% | |
| 126 | SOFISOFI TECHNOLOGIES INC | 3,702 | $97.8M | 0.04% | |
| 127 | UPROPROSHARES TR | 828 | $92.3M | 0.04% | |
| 128 | AQLTISHARES TR | 1,057 | $92.3M | 0.04% | |
| 129 | SPUUDIREXION SHS ETF TR | 513 | $92.2M | 0.04% | |
| 130 | DUSBDIMENSIONAL ETF TRUST | 1,813 | $92.1M | 0.04% | |
| 131 | CBXJCALAMOS ETF TR | 3,248 | $90.1M | 0.04% | |
| 132 | ETNEATON CORP PLC | 238 | $89.1M | 0.04% | |
| 133 | VVISA INC | 254 | $86.7M | 0.04% | |
| 134 | SMSM ENERGY CO | 3,425 | $85.5M | 0.04% | |
| 135 | IWBISHARES TR | 232 | $84.8M | 0.04% | |
| 136 | BIVVANGUARD BD INDEX FDS | 1,083 | $84.6M | 0.04% | |
| 137 | VTVVANGUARD INDEX FDS | 447 | $83.4M | 0.04% | |
| 138 | ASMLASML HOLDING N V | 81 | $78.4M | 0.04% | |
| 139 | VXUSVANGUARD STAR FDS | 1,050 | $77.1M | 0.03% | |
| 140 | INTUINTUIT | 108 | $73.8M | 0.03% | |
| 141 | CTRACOTERRA ENERGY INC | 2,898 | $68.5M | 0.03% | |
| 142 | AMDADVANCED MICRO DEVICES INC | 413 | $66.8M | 0.03% | |
| 143 | HDVISHARES TR | 542 | $66.4M | 0.03% | |
| 144 | DONSPDR DOW JONES INDL AVERAGE | 143 | $66.3M | 0.03% | |
| 145 | KLMNINVESCO EXCH TRADED FD TR II | 547 | $66.2M | 0.03% | |
| 146 | CIVICIVITAS RESOURCES INC | 2,016 | $65.5M | 0.03% | |
| 147 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,114 | $63.6M | 0.03% | |
| 148 | DVNDEVON ENERGY CORP NEW | 1,777 | $62.3M | 0.03% | |
| 149 | CFGCITIZENS FINL GROUP INC | 1,167 | $62.0M | 0.03% | |
| 150 | VMBSVANGUARD SCOTTSDALE FDS | 1,283 | $60.3M | 0.03% | |
| 151 | MKZRMACKENZIE RLTY CAP INC | 12,189 | $60.0M | 0.03% | |
| 152 | KRPKIMBELL RTY PARTNERS LP | 4,405 | $59.4M | 0.03% | |
| 153 | MUMICRON TECHNOLOGY INC | 352 | $58.9M | 0.03% | |
| 154 | ITA*ISHARES TR | 278 | $58.2M | 0.03% | |
| 155 | VUGVANGUARD INDEX FDS | 120 | $57.6M | 0.03% | |
| 156 | MAMASTERCARD INCORPORATED | 101 | $57.5M | 0.03% | |
| 157 | SLYGSPDR SERIES TRUST | 598 | $56.4M | 0.03% | |
| 158 | CLSCELESTICA INC | 227 | $55.9M | 0.03% | |
| 159 | ITEQAMPLIFY ETF TR | 953 | $55.9M | 0.03% | |
| 160 | SPMDSPDR SERIES TRUST | 975 | $55.7M | 0.03% | |
| 161 | PEGPUBLIC SVC ENTERPRISE GRP IN | 666 | $55.6M | 0.03% | |
| 162 | USGUSCF ETF TR | 1,423 | $55.2M | 0.02% | |
| 163 | CHATTIDAL TRUST II | 893 | $54.9M | 0.02% | |
| 164 | BUTIDAL TRUST II | 3,924 | $54.8M | 0.02% | |
| 165 | VOOVANGUARD INDEX FDS | 89 | $54.5M | 0.02% | |
| 166 | OKEONEOK INC NEW | 742 | $54.1M | 0.02% | |
| 167 | NINISOURCE INC | 1,248 | $54.0M | 0.02% | |
| 168 | CPROCALAMOS ETF TR | 2,020 | $53.9M | 0.02% | |
| 169 | VONVVANGUARD SCOTTSDALE FDS | 575 | $51.4M | 0.02% | |
| 170 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 1,499 | $51.4M | 0.02% | |
| 171 | CPSLCALAMOS ETF TR | 1,911 | $51.3M | 0.02% | |
| 172 | WMTWALMART INC | 496 | $51.1M | 0.02% | |
| 173 | REAXTHE REAL BROKERAGE INC | 11,850 | $49.5M | 0.02% | |
| 174 | VOEVANGUARD INDEX FDS | 281 | $49.1M | 0.02% | |
| 175 | DISDISNEY WALT CO | 413 | $47.3M | 0.02% | |
| 176 | MAGSLISTED FDS TR | 704 | $45.7M | 0.02% | |
| 177 | TRVCCITIGROUP INC | 449 | $45.6M | 0.02% | |
| 178 | JMOMJ P MORGAN EXCHANGE TRADED F | 669 | $45.4M | 0.02% | |
| 179 | TTTRANE TECHNOLOGIES PLC | 107 | $45.1M | 0.02% | |
| 180 | NREFNEXPOINT REAL ESTATE FIN INC | 3,156 | $44.8M | 0.02% | |
| 181 | NXPINXP SEMICONDUCTORS N V | 196 | $44.6M | 0.02% | |
| 182 | CITCINTAS CORP | 216 | $44.3M | 0.02% | |
| 183 | LMTLOCKHEED MARTIN CORP | 88 | $43.9M | 0.02% | |
| 184 | BCEBCE INC | 1,875 | $43.9M | 0.02% | |
| 185 | PHYS/USPROTT ASSET MANAGEMENT LP | 1,448 | $42.9M | 0.02% | |
| 186 | USBUS BANCORP DEL | 882 | $42.6M | 0.02% | |
| 187 | QUALISHARES TR | 218 | $42.4M | 0.02% | |
| 188 | RFREGIONS FINANCIAL CORP NEW | 1,605 | $42.3M | 0.02% | |
| 189 | SILGLOBAL X FDS | 587 | $42.0M | 0.02% | |
| 190 | UBERUBER TECHNOLOGIES INC | 427 | $41.8M | 0.02% | |
| 191 | HCAHCA HEALTHCARE INC | 98 | $41.8M | 0.02% | |
| 192 | PWRQUANTA SVCS INC | 99 | $41.0M | 0.02% | |
| 193 | IBMINTERNATIONAL BUSINESS MACHS | 145 | $40.9M | 0.02% | |
| 194 | OUNZVANECK MERK GOLD ETF | 1,100 | $40.9M | 0.02% | |
| 195 | PRPLPURPLE INNOVATION INC | 43,620 | $40.8M | 0.02% | |
| 196 | MCDMCDONALDS CORP | 131 | $39.8M | 0.02% | |
| 197 | BABOEING CO | 184 | $39.7M | 0.02% | |
| 198 | EWJISHARES INC | 495 | $39.7M | 0.02% | |
| 199 | SCIOFIRST TR EXCHANGE-TRADED FD | 1,906 | $39.6M | 0.02% | |
| 200 | AQLTISHARES TR | 1,708 | $39.5M | 0.02% |