Institutional Fund
Legacy Wealth Managment, LLC/Id
Boise, IDCIK 20450825 filings on record
Portfolio Value
$200.81M
Q1 2026
Holdings
1,038
Reported positions
New Buys
159
Opened this quarter
QoQ Change
-3.8%
from $208.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Simplify Exchange Traded Fun10.1%
- Neovolta Inc8.2%
- Streamex Corp4.0%
- First Tr Exchng Traded Fd Vi3.5%
- Spdr Series Trust3.2%
- First Tr Exchng Traded Fd Vi3.0%
- Other68.0%
Portfolio Holdings
1,038 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Simplify Exchange Traded Fun | 895.6K | $20.30M | 10.1% | +233.2K | Added |
| 2 | Neovolta Inc | 5.33M | $16.40M | 8.2% | −344.1K | Reduced |
| 3 | Streamex Corp | 7.03M | $7.94M | 4.0% | −56.4K | Reduced |
| 4 | First Tr Exchng Traded Fd Vi | 254.6K | $7.13M | 3.5% | +14.2K | Added |
| 5 | Spdr Series Trust | 69.6K | $6.38M | 3.2% | +9.9K | Added |
| 6 | First Tr Exchng Traded Fd Vi | 179.5K | $6.06M | 3.0% | +12.7K | Added |
| 7 | First Tr Exchng Traded Fd Vi | 161.4K | $5.70M | 2.8% | +625 | Added |
| 8 | Ishares Tr | 102.5K | $5.19M | 2.6% | −87.2K | Reduced |
| 9 | First Tr Exchng Traded Fd Vi | 201.0K | $4.99M | 2.5% | +4.8K | Added |
| 10 | First Tr Exchange-Traded Fd | 57.6K | $3.45M | 1.7% | −50 | Reduced |
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