DOSSIER · 13F-HR · Q2 2026

Legacy Wealth Managment, LLC/ID

$243M in tracked AUM across 197 positions as of Q2 2026.

LW
CIK 0002045082 · last filed Jun 30, 2026
Total AUM
$243M
as of Q2 2026
Holdings
197
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Legacy Wealth Managment, LLC/ID filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NEOV
NEOVOLTA INC
$15M4.9M6.4%
02
XXV
SIMPLIFY EXCHANGE TRADED FUN
$14M584K5.7%
03
BUFD
FIRST TR EXCHNG TRADED FD VI
$8M260K3.2%
04
BUFR
FIRST TR EXCHNG TRADED FD VI
$7M192K2.9%
05
BUFQ
FIRST TR EXCHNG TRADED FD VI
$7M170K2.8%
06
SCHG
SCHWAB STRATEGIC TR
$6M184K2.6%
07
STEX
STREAMEX CORP
$6M6.5M2.3%
08
BUFT
FIRST TR EXCHNG TRADED FD VI
$5M207K2.2%
09
BIL
SPDR SERIES TRUST
$5M57K2.2%
10
PDC
PERPETUALS.COM LTD
$5M849K2.1%

Filing history

2026Q2Jun 30
$243M 20.6%
197 positionsView →
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