Legacy Wealth Managment, LLC/ID Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$209.0M
Holdings
921
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (921 positions)
| Stock | Value |
|---|---|
SQMXFIRST TR EXCHNG TRADED FD VI | $204K |
IWFISHARES TR | $200K |
RSSTTIDAL TRUST II | $197K |
FLNGFLEX LNG LTD | $193K |
VMBSVANGUARD SCOTTSDALE FDS | $179K |
VBVANGUARD INDEX FDS | $176K |
SPDWSPDR INDEX SHS FDS | $174K |
BPBP PLC | $173K |
BNDVANGUARD BD INDEX FDS | $168K |
IJRISHARES TR | $166K |
PWRQUANTA SVCS INC | $162K |
ICOWPACER FDS TR | $162K |
INTUINTUIT | $160K |
IWMISHARES TR | $158K |
FIPFTAI INFRASTRUCTURE INC | $152K |
IVEISHARES TR | $150K |
VOXVANGUARD WORLD FD | $147K |
USFRWISDOMTREE TR | $147K |
ESGDISHARES TR | $147K |
COWZPACER FDS TR | $144K |
TBILRBB FD INC | $141K |
WMTWALMART INC | $141K |
JPIEJ P MORGAN EXCHANGE TRADED F | $140K |
METAMETA PLATFORMS INC | $140K |
DISDISNEY WALT CO | $139K |
TFLOISHARES TR | $138K |
BSVVANGUARD BD INDEX FDS | $137K |
CITCINTAS CORP | $136K |
BPREBLUEROCK PVT REAL ESTATE FD | $129K |
VVISA INC | $128K |
CRGYCRESCENT ENERGY COMPANY | $126K |
MTUMISHARES TR | $124K |
XLKSELECT SECTOR SPDR TR | $123K |
CALFPACER FDS TR | $122K |
IWRISHARES TR | $121K |
FTCBFIRST TR EXCHANGE-TRADED FD | $116K |
PRPERMIAN RESOURCES CORP | $115K |
CFGCITIZENS FINL GROUP INC | $107K |
VBKVANGUARD INDEX FDS | $107K |
LLYELI LILLY & CO | $106K |
MUMICRON TECHNOLOGY INC | $105K |
AQLTISHARES TR | $104K |
CAPEDOUBLELINE ETF TRUST | $103K |
MCDMCDONALDS CORP | $102K |
QQQMINVESCO EXCH TRADED FD TR II | $102K |
DDTOINNOVATOR ETFS TRUST | $101K |
BNDXVANGUARD CHARLOTTE FDS | $100K |
USIGISHARES TR | $98K |
APAAPA CORPORATION | $97K |
AQLTISHARES TR | $97K |
PLTRPALANTIR TECHNOLOGIES INC | $97K |
SOFISOFI TECHNOLOGIES INC | $96K |
SPUUDIREXION SHS ETF TR | $94K |
CMFISHARES TR | $92K |
TTTRANE TECHNOLOGIES PLC | $92K |
ETNEATON CORP PLC | $92K |
DUSBDIMENSIONAL ETF TRUST | $91K |
TJXTJX COS INC NEW | $90K |
BIVVANGUARD BD INDEX FDS | $90K |
MAMASTERCARD INCORPORATED | $89K |
TRVCCITIGROUP INC | $89K |
EAGGISHARES TR | $89K |
SPYMSPDR SERIES TRUST | $88K |
VWOVANGUARD INTL EQUITY INDEX F | $87K |
VOTETCW ETF TRUST | $86K |
IWBISHARES TR | $86K |
IEIISHARES TR | $83K |
VCRVANGUARD WORLD FD | $80K |
BLVVANGUARD BD INDEX FDS | $80K |
CBXJCALAMOS ETF TR | $80K |
VXUSVANGUARD STAR FDS | $79K |
KLACKLA CORP | $77K |
ASMLASML HOLDING N V | $77K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $76K |
TAT&T INC | $75K |
MOALTRIA GROUP INC | $75K |
OXLCOXFORD LANE CAP CORP | $72K |
IDIINTERDIGITAL INC | $71K |
PHYS/USPROTT ASSET MANAGEMENT LP | $71K |
CTRACOTERRA ENERGY INC | $71K |
DONSPDR DOW JONES INDL AVERAGE | $68K |
OUNZVANECK MERK GOLD ETF | $68K |
NINISOURCE INC | $67K |
GDLCGRAYSCALE COINDESK CRYPTO | $67K |
MINTPIMCO ETF TR | $66K |
HDVISHARES TR | $65K |
IWSISHARES TR | $64K |
IEMGISHARES INC | $63K |
USBUS BANCORP DEL | $62K |
AMGNAMGEN INC | $61K |
AMDADVANCED MICRO DEVICES INC | $61K |
HDHOME DEPOT INC | $60K |
IBMINTERNATIONAL BUSINESS MACHS | $60K |
AOAISHARES TR | $60K |
RFREGIONS FINANCIAL CORP NEW | $59K |
JEPIJ P MORGAN EXCHANGE TRADED F | $58K |
CLSCELESTICA INC | $56K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $56K |
VRTVERTIV HOLDINGS CO | $55K |
ITEQAMPLIFY ETF TR | $55K |