13F Insight
DOSSIER · 13F-HR · Q1 2026

Legacy Wealth Managment, LLC/ID

Legacy Wealth Managment, /ID's hedge fund based in New York, NY — $201M in tracked AUM across 1,082 positions as of Q1 2026.

LW
Legacy Wealth Managment, /ID·New York, NY·Hedge Fund
CIK 0002045082 · last filed Mar 31, 2026
Total AUM
$201M
▼ 2.4%
vs prior
Holdings
1,082
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · 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

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