Legacy Wealth Managment, LLC/ID — 13F holdings

Legacy Wealth Managment, LLC/ID reported 197 holdings worth $243M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. NEOV NEOVOLTA INC — $15.4M (6.4%)
  2. XXV SIMPLIFY EXCHANGE TRADED FUN — $13.8M (5.7%)
  3. BUFD FIRST TR EXCHNG TRADED FD VI — $7.74M (3.2%)
  4. BUFR FIRST TR EXCHNG TRADED FD VI — $7.00M (2.9%)
  5. BUFQ FIRST TR EXCHNG TRADED FD VI — $6.69M (2.8%)
  6. SCHG SCHWAB STRATEGIC TR — $6.23M (2.6%)
  7. STEX STREAMEX CORP — $5.56M (2.3%)
  8. BUFT FIRST TR EXCHNG TRADED FD VI — $5.37M (2.2%)
  9. BIL SPDR SERIES TRUST — $5.27M (2.2%)
  10. PDC EARLYWORKS CO LTD — $5.01M (2.1%)