Legacy Wealth Managment, LLC/ID

Name: Legacy Wealth Managment, LLC/ID — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002045082 · BOISE, ID · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Legacy Wealth Managment, LLC/ID reported 196 positions worth $242.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: NEOV (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$242.7M

2026 Q2

Positions

196

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

32.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 196 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	NEOV	NEOVOLTA INC	SH	$15.4M	6.35%	4,896,515	—	—
▸ 2	XXV	SIMPLIFY EXCHANGE TRADED FUN	SH	$13.8M	5.69%	584,369	—	—
▸ 3	BUFD	FIRST TR EXCHNG TRADED FD VI	SH	$7.7M	3.19%	260,471	—	—
▸ 4	BUFR	FIRST TR EXCHNG TRADED FD VI	SH	$7.0M	2.89%	191,704	—	—
▸ 5	BUFQ	FIRST TR EXCHNG TRADED FD VI	SH	$6.7M	2.76%	170,386	—	—
▸ 6	SCHG	SCHWAB STRATEGIC TR	SH	$6.2M	2.57%	184,085	—	—
▸ 7	STEX	STREAMEX CORP	SH	$5.6M	2.29%	6,530,074	—	—
▸ 8	BUFT	FIRST TR EXCHNG TRADED FD VI	SH	$5.4M	2.21%	207,428	—	—
▸ 9	BIL	SPDR SERIES TRUST	SH	$5.3M	2.17%	57,482	—	—
▸ 10	PDC	PERPETUALS.COM LTD	SH	$5.0M	2.06%	849,411	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Wealth Managment, LLC/ID hold as of Q2 2026?

Legacy Wealth Managment, LLC/ID reported 196 positions worth $242.7M in its Q2 2026 13F filing. Largest positions: NEOV (6.4%), XXV (5.7%), BUFD (3.2%), BUFR (2.9%) and BUFQ (2.8%).

What did Legacy Wealth Managment, LLC/ID buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Wealth Managment, LLC/ID sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.