DOSSIER · 13F-HR · Q1 2026

Legacy Wealth Managment, LLC/ID

$201M in tracked AUM across 1,082 positions as of Q1 2026.

LW
CIK 0002045082 · last filed Mar 31, 2026
Total AUM
$201M
as of Q1 2026
Holdings
1,082
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Legacy Wealth Managment, LLC/ID filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XXV
SIMPLIFY EXCHANGE TRADED FUN
$20M896K10.1%
02
NEOV
NEOVOLTA INC
$16M5.3M8.2%
03
STEX
STREAMEX CORP
$8M7.0M4.0%
04
BUFD
FIRST TR EXCHNG TRADED FD VI
$7M255K3.5%
05
BIL
SPDR SERIES TRUST
$6M70K3.2%
06
BUFR
FIRST TR EXCHNG TRADED FD VI
$6M180K3.0%
07
BUFQ
FIRST TR EXCHNG TRADED FD VI
$6M161K2.8%
08
ICSH
ISHARES TR
$5M103K2.6%
09
BUFT
FIRST TR EXCHNG TRADED FD VI
$5M201K2.5%
10
FTSM
FIRST TR EXCHANGE-TRADED FD
$3M58K1.7%

Filing history

2026Q1Mar 31
$201M 3.7%
1,082 positionsView →
2025Q4Dec 31
$209M 5.5%
975 positionsView →
2025Q3Sep 30
$221M 15.1%
822 positionsView →
2025Q2Jun 30
$192M 35.8%
791 positionsLocked
2025Q1Mar 31
$142M 9.6%
860 positionsLocked
2024Q4Dec 31
$156M 8.8%
794 positionsLocked
2024Q3Sep 30
$172M
743 positionsLocked