Legacy Wealth Managment, LLC/ID

CIK: 0002045082SEC EDGAR →

Portfolio Value

$209.0B

Holdings

921

As of

Q4 2025

New Positions

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	STEXCall STREAMEX CORP	7,110,033	$21.5B	10.31%
2	NEOV NEOVOLTA INC	5,669,083	$17.2B	8.25%
3	XXV SIMPLIFY EXCHANGE TRADED FUN	662,452	$16.8B	8.06%
4	ICSH ISHARES TR	189,695	$9.6B	4.59%
5	BUFD FIRST TR EXCHNG TRADED FD VI	240,409	$6.8B	3.25%
6	BUFQ FIRST TR EXCHNG TRADED FD VI	160,801	$5.8B	2.76%
7	BUFR FIRST TR EXCHNG TRADED FD VI	166,789	$5.7B	2.73%
8	BIL SPDR SERIES TRUST	59,637	$5.4B	2.61%
9	BUFT FIRST TR EXCHNG TRADED FD VI	196,128	$4.8B	2.31%
10	ORCL ORACLE CORP	23,130	$4.5B	2.16%

Quarterly Changes

Top Buys

XXVNEW

$16.8B

NEOV↑ Increased

$7.3B

ICSH↑ Increased

$4.3B

BUFD↑ Increased

$3.7B

BUFQ↑ Increased

$3.2B

Top Sells

STEX↓ Decreased

$21.9B

FMAY↓ Decreased

$3.6B

ETHUCLOSED

$3.0B

BITO↓ Decreased

$2.8B

ECC↓ Decreased

$2.4B

New Positions (208)

$16.8B · 662K shares

$1.4B · 26K shares

$598.0M · 1K shares

$567.0M · 4K shares

$486.0M · 54K shares

$239.0M · 17K shares

$158.0M · 645 shares

$147.0M · 764 shares

$147.0M · 2K shares

$137.0M · 2K shares

$129.0M · 9K shares

$116.0M · 5K shares

$92.0M · 2K shares

$89.0M · 2K shares

$86.0M · 1K shares

$83.0M · 698 shares

$80.0M · 205 shares

$80.0M · 1K shares

$67.0M · 2K shares

$55.0M · 347 shares

$48.0M · 586 shares

$48.0M · 2K shares

$44.0M · 300 shares

$43.0M · 898 shares

$41.0M · 2K shares

$39.0M · 580 shares

$39.0M · 918 shares

$38.0M · 648 shares

$38.0M · 115 shares

IYM

$35.0M · 232 shares

$32.0M · 376 shares

$31.0M · 260 shares

$31.0M · 469 shares

$25.0M · 264 shares

$24.0M · 223 shares

$22.0M · 84 shares

$21.0M · 285 shares

$18.0M · 423 shares

$17.0M · 415 shares

$16.0M · 97 shares

$16.0M · 313 shares

$16.0M · 317 shares

$15.0M · 353 shares

$15.0M · 356 shares

$15.0M · 55 shares

$15.0M · 238 shares

$14.0M · 144 shares

$12.0M · 57 shares

$12.0M · 136 shares

$12.0M · 22 shares

$10.0M · 20 shares

$10.0M · 76 shares

$10.0M · 93 shares

$10.0M · 155 shares

$9.0M · 72 shares

$9.0M · 150 shares

$9.0M · 59 shares

$9.0M · 21K shares

$9.0M · 36 shares

$8.0M · 354 shares

$8.0M · 181 shares

$8.0M · 198 shares

$8.0M · 91 shares

$7.0M · 448 shares

$7.0M · 21 shares

$7.0M · 52 shares

$7.0M · 153 shares

$6.0M · 234 shares

$6.0M · 243 shares

$6.0M · 48 shares

$6.0M · 33 shares

$5.0M · 1 shares

$5.0M · 296 shares

$5.0M · 81 shares

$5.0M · 101 shares

$5.0M · 98 shares

$5.0M · 79 shares

$5.0M · 7K shares

$4.0M · 36 shares

$4.0M · 62 shares

$4.0M · 65 shares

$4.0M · 36 shares

POWL

$4.0M · 13 shares

DHR

$4.0M · 20 shares

$4.0M · 26 shares

$4.0M · 87 shares

$4.0M · 17 shares

$4.0M · 3K shares

$4.0M · 47 shares

$4.0M · 41 shares

$3.0M · 39 shares

$3.0M · 23 shares

$3.0M · 42 shares

$3.0M · 19 shares

$3.0M · 88 shares

$3.0M · 57 shares

$3.0M · 46 shares

$3.0M · 175 shares

$3.0M · 17 shares

$3.0M · 142 shares

$3.0M · 5 shares

$3.0M · 5 shares

$3.0M · 88 shares

$3.0M · 99 shares

$3.0M · 14 shares

$2.0M · 300 shares

$2.0M · 12 shares

$2.0M · 49 shares

$2.0M · 5 shares

$2.0M · 38 shares

$2.0M · 78 shares

$2.0M · 38 shares

$2.0M · 11 shares

$2.0M · 61 shares

$2.0M · 31 shares

$2.0M · 24 shares

$2.0M · 30 shares

$2.0M · 2K shares

$2.0M · 10 shares

$2.0M · 13 shares

$2.0M · 13 shares

$2.0M · 22 shares

$2.0M · 29 shares

$2.0M · 11 shares

$2.0M · 32 shares

NEU

$1.0M · 2 shares

IVOV

$1.0M · 19 shares

SITC

$1.0M · 175 shares

$1.0M · 24 shares

$1.0M · 8 shares

$1.0M · 2 shares

$1.0M · 150 shares

$1.0M · 38 shares

$1.0M · 27 shares

$1.0M · 20 shares

$1.0M · 24 shares

$1.0M · 37 shares

$1.0M · 5 shares

$1.0M · 7 shares

$1.0M · 9 shares

$1.0M · 2 shares

$1.0M · 13 shares

$1.0M · 20 shares

$1.0M · 4 shares

$1.0M · 5 shares

$1.0M · 100 shares

$1.0M · 19 shares

$1.0M · 24 shares

$1.0M · 5 shares

$1.0M · 4 shares

$0 · 5 shares

$0 · 1 shares

$0 · 3 shares

$0 · 3 shares

$0 · 29 shares

$0 · 11 shares

ETOILES CAP GROUP CO. LTD

$0 · 300 shares

RYAAY

$0 · 7 shares

OPENL

$0 · 5 shares

ATO

$0 · 4 shares

$0 · 9 shares

$0 · 1 shares

$0 · 4 shares

$0 · 1 shares

$0 · 16 shares

$0 · 2 shares

$0 · 6 shares

$0 · 25 shares

$0 · 7 shares

$0 · 5 shares

$0 · 13 shares

$0 · 6 shares

$0 · 11 shares

$0 · 50 shares

$0 · 1 shares

$0 · 1 shares

$0 · 15 shares

NTRA

$0 · 4 shares

OPENW

$0 · 5 shares

$0 · 16 shares

$0 · 3 shares

$0 · 8 shares

$0 · 1 shares

$0 · 5 shares

$0 · 8 shares

$0 · 3 shares

$0 · 250 shares

$0 · 9 shares

$0 · 58 shares

$0 · 8 shares

$0 · 2 shares

$0 · 1 shares

$0 · 73 shares

$0 · 35 shares

$0 · 29 shares

$0 · 4 shares

$0 · 8 shares

$0 · 43 shares

$0 · 5 shares

$0 · 10 shares

$0 · 3 shares

$0 · 9 shares

$0 · 3 shares

$0 · 2 shares

$0 · 11 shares

$0 · 50 shares

$0 · 4 shares

$0 · 10 shares

Closed Positions (61)

$3.0B · 23K shares

$416.7M · 937 shares

$250.6M · 2K shares

$102.8M · 4K shares

$92.3M · 828 shares

$58.2M · 278 shares

$54.8M · 4K shares

$53.9M · 2K shares

$43.9M · 2K shares

$35.3M · 441 shares

$29.7M · 106 shares

$22.5M · 670 shares

$20.5M · 1K shares

$20.2M · 556 shares

$16.6M · 50 shares

$15.1M · 551 shares

$14.1M · 301 shares

$13.6M · 153 shares

$11.0M · 100 shares

$10.4M · 175 shares

$10.1M · 319 shares

$9.8M · 270 shares

$9.5M · 95 shares

$8.9M · 200 shares

$7.7M · 59 shares

$7.3M · 542 shares

$7.0M · 63 shares

$6.0M · 80 shares

$5.8M · 100 shares

$5.7M · 250 shares

$5.2M · 2K shares

$4.2M · 200 shares

$3.9M · 98 shares

$3.7M · 300 shares

$3.1M · 150 shares

$2.7M · 105 shares

$2.4M · 57 shares

$2.3M · 233 shares

$2.3M · 2K shares

$2.1M · 58 shares

$1.9M · 114 shares

$1.6M · 56 shares

$1.5M · 30 shares

$1.3M · 12 shares

$1.3M · 22 shares

$1.2M · 930 shares

$1.1M · 150 shares

$1.1M · 97 shares

$1.1M · 98 shares

$1.1M · 24 shares

$1.0M · 12 shares

$930K · 14 shares

$649K · 45 shares

$633K · 3 shares

$406K · 30 shares

$406K · 7 shares

$359K · 100 shares

$160K · 1 shares

$114K · 2 shares

$71K · 11 shares

$56K · 10 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	385	$158.8B	76.1%
Industrials	71	$18.6B	8.9%
Technology	117	$14.5B	7.0%
Unknown	56	$6.1B	2.9%
Energy	47	$3.2B	1.5%
Consumer Cyclical	48	$2.4B	1.2%
Communication Services	26	$1.4B	0.7%
Utilities	23	$1.2B	0.6%
Consumer Defensive	33	$853.0M	0.4%
Healthcare	59	$780.0M	0.4%
Real Estate	29	$665.0M	0.3%
Basic Materials	27	$131.0M	0.1%