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)

StockValue
COFCAPITAL ONE FINL CORP
$55K
SCHBSCHWAB STRATEGIC TR
$55K
ETRENTERGY CORP NEW
$55K
VOOVANGUARD INDEX FDS
$55K
WMBWILLIAMS COS INC
$55K
CHATTIDAL TRUST II
$54K
TYASIMPLIFY EXCHANGE TRADED FUN
$53K
SMSM ENERGY CO
$53K
CSCOCISCO SYS INC
$51K
CPSLCALAMOS ETF TR
$51K
FITBFIFTH THIRD BANCORP
$51K
HCAHCA HEALTHCARE INC
$50K
XMESPDR SERIES TRUST
$49K
WFCWELLS FARGO CO NEW
$49K
4I1PHILIP MORRIS INTL INC
$49K
SYFSYNCHRONY FINANCIAL
$48K
ZIMZIM INTEGRATED SHIPPING SERV
$48K
UTHUNITED THERAPEUTICS CORP DEL
$48K
SUSCISHARES TR
$48K
MAGSLISTED FDS TR
$47K
SPTMSPDR SERIES TRUST
$47K
QUALISHARES TR
$47K
COINCOINBASE GLOBAL INC
$46K
OKEONEOK INC NEW
$46K
CIVICIVITAS RESOURCES INC
$46K
SFMSPROUTS FMRS MKT INC
$46K
SPGIS&P GLOBAL INC
$45K
JMOMJ P MORGAN EXCHANGE TRADED F
$45K
NREFNEXPOINT REAL ESTATE FIN INC
$44K
IYJISHARES TR
$44K
ISRGINTUITIVE SURGICAL INC
$44K
MKZRMACKENZIE RLTY CAP INC
$44K
KRPKIMBELL RTY PARTNERS LP
$43K
SILGLOBAL X FDS
$43K
PFEPFIZER INC
$43K
JPIBJ P MORGAN EXCHANGE TRADED F
$43K
REAXTHE REAL BROKERAGE INC
$43K
NXPINXP SEMICONDUCTORS N V
$42K
CATCATERPILLAR INC
$42K
INTCINTEL CORP
$42K
VONVVANGUARD SCOTTSDALE FDS
$41K
PYLDPIMCO ETF TR
$41K
CINFCINCINNATI FINL CORP
$40K
MCXMCCORMICK & CO INC
$39K
SCIOFIRST TR EXCHANGE-TRADED FD
$39K
QCJLFIRST TR EXCHNG TRADED FD VI
$39K
EWJISHARES INC
$39K
URAGLOBAL X FDS
$39K
MPWRMONOLITHIC PWR SYS INC
$38K
XLGINVESCO EXCHANGE TRADED FD T
$38K
NEENEXTERA ENERGY INC
$38K
IDEVISHARES TR
$38K
DVNDEVON ENERGY CORP NEW
$38K
DYDYCOM INDS INC
$38K
DUKDUKE ENERGY CORP NEW
$37K
EIPIFIRST TR EXCHNG TRADED FD VI
$37K
BMNRBITMINE IMMERSION TECNOLOGIE
$37K
SPYVSPDR SERIES TRUST
$36K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$36K
IYMISHARES TR
$35K
PGPROCTER AND GAMBLE CO
$34K
LUMNLUMEN TECHNOLOGIES INC
$33K
SLYGSPDR SERIES TRUST
$33K
TMUST-MOBILE US INC
$33K
SGDMSPROTT ETF TRUST
$32K
VRTXVERTEX PHARMACEUTICALS INC
$32K
SOSOUTHERN CO
$32K
DTEDTE ENERGY CO
$32K
ABBVABBVIE INC
$31K
SPIBSPDR SERIES TRUST
$31K
HFROHIGHLAND OPPS & INCOME FD
$31K
XBISPDR SERIES TRUST
$31K
FDLOFIDELITY COVINGTON TRUST
$31K
BABOEING CO
$31K
UNMUNUM GROUP
$31K
PRPLPURPLE INNOVATION INC
$30K
BACVERIZON COMMUNICATIONS INC
$30K
IDAIDACORP INC
$30K
BUDANHEUSER BUSCH INBEV SA/NV
$29K
CMECME GROUP INC
$29K
QCOMQUALCOMM INC
$28K
LMTLOCKHEED MARTIN CORP
$28K
METMETLIFE INC
$27K
GDXJVANECK ETF TRUST
$27K
CRMSALESFORCE INC
$27K
IEURISHARES TR
$26K
ANETARISTA NETWORKS INC
$26K
CSXCSX CORP
$26K
RINGISHARES INC
$26K
OMCOMNICOM GROUP INC
$26K
STXSEAGATE TECHNOLOGY HLDNGS PL
$26K
AEPAMERICAN ELEC PWR CO INC
$26K
JNKSPDR SERIES TRUST
$25K
TCAFT ROWE PRICE ETF INC
$25K
FOXAFOX CORP
$25K
EQXEQUINOX GOLD CORP
$25K
DSLDOUBLELINE INCOME SOLUTIONS
$24K
AMTAMERICAN TOWER CORP NEW
$24K
UALUNITED AIRLS HLDGS INC
$24K
GEGE AEROSPACE
$24K
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