Legacy Wealth Managment, LLC/ID Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$209.0B
Holdings
921
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (921 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SQMXFIRST TR EXCHNG TRADED FD VI | 6,133 | $204.0M | 0.10% | |
| 102 | IWFISHARES TR | 423 | $200.0M | 0.10% | |
| 103 | RSSTTIDAL TRUST II | 6,954 | $197.0M | 0.09% | |
| 104 | FLNGFLEX LNG LTD | 7,785 | $193.0M | 0.09% | |
| 105 | VMBSVANGUARD SCOTTSDALE FDS | 3,805 | $179.0M | 0.09% | |
| 106 | VBVANGUARD INDEX FDS | 684 | $176.0M | 0.08% | |
| 107 | SPDWSPDR INDEX SHS FDS | 3,940 | $174.0M | 0.08% | |
| 108 | BPBP PLC | 5,006 | $173.0M | 0.08% | |
| 109 | BNDVANGUARD BD INDEX FDS | 2,270 | $168.0M | 0.08% | |
| 110 | IJRISHARES TR | 1,384 | $166.0M | 0.08% | |
| 111 | PWRQUANTA SVCS INC | 385 | $162.0M | 0.08% | |
| 112 | ICOWPACER FDS TR | 4,198 | $162.0M | 0.08% | |
| 113 | INTUINTUIT | 242 | $160.0M | 0.08% | |
| 114 | IWMISHARES TR | 645 | $158.0M | 0.08% | |
| 115 | FIPFTAI INFRASTRUCTURE INC | 33,091 | $152.0M | 0.07% | |
| 116 | IVEISHARES TR | 712 | $150.0M | 0.07% | |
| 117 | VOXVANGUARD WORLD FD | 764 | $147.0M | 0.07% | |
| 118 | USFRWISDOMTREE TR | 2,937 | $147.0M | 0.07% | |
| 119 | ESGDISHARES TR | 1,552 | $147.0M | 0.07% | |
| 120 | COWZPACER FDS TR | 2,402 | $144.0M | 0.07% | |
| 121 | TBILRBB FD INC | 2,846 | $141.0M | 0.07% | |
| 122 | WMTWALMART INC | 1,267 | $141.0M | 0.07% | |
| 123 | JPIEJ P MORGAN EXCHANGE TRADED F | 3,038 | $140.0M | 0.07% | |
| 124 | METAMETA PLATFORMS INC | 212 | $140.0M | 0.07% | |
| 125 | DISDISNEY WALT CO | 1,224 | $139.0M | 0.07% | |
| 126 | TFLOISHARES TR | 2,744 | $138.0M | 0.07% | |
| 127 | BSVVANGUARD BD INDEX FDS | 1,744 | $137.0M | 0.07% | |
| 128 | CITCINTAS CORP | 728 | $136.0M | 0.07% | |
| 129 | BPREBLUEROCK PVT REAL ESTATE FD | 8,622 | $129.0M | 0.06% | |
| 130 | VVISA INC | 367 | $128.0M | 0.06% | |
| 131 | CRGYCRESCENT ENERGY COMPANY | 15,099 | $126.0M | 0.06% | |
| 132 | MTUMISHARES TR | 499 | $124.0M | 0.06% | |
| 133 | XLKSELECT SECTOR SPDR TR | 860 | $123.0M | 0.06% | |
| 134 | CALFPACER FDS TR | 2,771 | $122.0M | 0.06% | |
| 135 | IWRISHARES TR | 1,260 | $121.0M | 0.06% | |
| 136 | FTCBFIRST TR EXCHANGE-TRADED FD | 5,480 | $116.0M | 0.06% | |
| 137 | PRPERMIAN RESOURCES CORP | 8,235 | $115.0M | 0.06% | |
| 138 | CFGCITIZENS FINL GROUP INC | 1,844 | $107.0M | 0.05% | |
| 139 | VBKVANGUARD INDEX FDS | 357 | $107.0M | 0.05% | |
| 140 | LLYELI LILLY & CO | 99 | $106.0M | 0.05% | |
| 141 | MUMICRON TECHNOLOGY INC | 371 | $105.0M | 0.05% | |
| 142 | AQLTISHARES TR | 4,545 | $104.0M | 0.05% | |
| 143 | CAPEDOUBLELINE ETF TRUST | 3,215 | $103.0M | 0.05% | |
| 144 | MCDMCDONALDS CORP | 335 | $102.0M | 0.05% | |
| 145 | QQQMINVESCO EXCH TRADED FD TR II | 404 | $102.0M | 0.05% | |
| 146 | DDTOINNOVATOR ETFS TRUST | 3,018 | $101.0M | 0.05% | |
| 147 | BNDXVANGUARD CHARLOTTE FDS | 2,090 | $100.0M | 0.05% | |
| 148 | USIGISHARES TR | 1,894 | $98.0M | 0.05% | |
| 149 | APAAPA CORPORATION | 3,978 | $97.0M | 0.05% | |
| 150 | AQLTISHARES TR | 1,093 | $97.0M | 0.05% | |
| 151 | PLTRPALANTIR TECHNOLOGIES INC | 547 | $97.0M | 0.05% | |
| 152 | SOFISOFI TECHNOLOGIES INC | 3,702 | $96.0M | 0.05% | |
| 153 | SPUUDIREXION SHS ETF TR | 512 | $94.0M | 0.04% | |
| 154 | CMFISHARES TR | 1,602 | $92.0M | 0.04% | |
| 155 | TTTRANE TECHNOLOGIES PLC | 238 | $92.0M | 0.04% | |
| 156 | ETNEATON CORP PLC | 292 | $92.0M | 0.04% | |
| 157 | DUSBDIMENSIONAL ETF TRUST | 1,813 | $91.0M | 0.04% | |
| 158 | TJXTJX COS INC NEW | 591 | $90.0M | 0.04% | |
| 159 | BIVVANGUARD BD INDEX FDS | 1,169 | $90.0M | 0.04% | |
| 160 | MAMASTERCARD INCORPORATED | 156 | $89.0M | 0.04% | |
| 161 | TRVCCITIGROUP INC | 766 | $89.0M | 0.04% | |
| 162 | EAGGISHARES TR | 1,877 | $89.0M | 0.04% | |
| 163 | SPYMSPDR SERIES TRUST | 1,102 | $88.0M | 0.04% | |
| 164 | VWOVANGUARD INTL EQUITY INDEX F | 1,634 | $87.0M | 0.04% | |
| 165 | VOTETCW ETF TRUST | 1,080 | $86.0M | 0.04% | |
| 166 | IWBISHARES TR | 232 | $86.0M | 0.04% | |
| 167 | IEIISHARES TR | 698 | $83.0M | 0.04% | |
| 168 | VCRVANGUARD WORLD FD | 205 | $80.0M | 0.04% | |
| 169 | BLVVANGUARD BD INDEX FDS | 1,156 | $80.0M | 0.04% | |
| 170 | CBXJCALAMOS ETF TR | 3,570 | $80.0M | 0.04% | |
| 171 | VXUSVANGUARD STAR FDS | 1,050 | $79.0M | 0.04% | |
| 172 | KLACKLA CORP | 64 | $77.0M | 0.04% | |
| 173 | ASMLASML HOLDING N V | 72 | $77.0M | 0.04% | |
| 174 | PEGPUBLIC SVC ENTERPRISE GRP IN | 948 | $76.0M | 0.04% | |
| 175 | TAT&T INC | 3,025 | $75.0M | 0.04% | |
| 176 | MOALTRIA GROUP INC | 1,309 | $75.0M | 0.04% | |
| 177 | OXLCOXFORD LANE CAP CORP | 4,970 | $72.0M | 0.03% | |
| 178 | IDIINTERDIGITAL INC | 224 | $71.0M | 0.03% | |
| 179 | PHYS/USPROTT ASSET MANAGEMENT LP | 2,162 | $71.0M | 0.03% | |
| 180 | CTRACOTERRA ENERGY INC | 2,706 | $71.0M | 0.03% | |
| 181 | DONSPDR DOW JONES INDL AVERAGE | 143 | $68.0M | 0.03% | |
| 182 | OUNZVANECK MERK GOLD ETF | 1,662 | $68.0M | 0.03% | |
| 183 | NINISOURCE INC | 1,626 | $67.0M | 0.03% | |
| 184 | GDLCGRAYSCALE COINDESK CRYPTO | 1,636 | $67.0M | 0.03% | |
| 185 | MINTPIMCO ETF TR | 662 | $66.0M | 0.03% | |
| 186 | HDVISHARES TR | 542 | $65.0M | 0.03% | |
| 187 | IWSISHARES TR | 457 | $64.0M | 0.03% | |
| 188 | IEMGISHARES INC | 947 | $63.0M | 0.03% | |
| 189 | USBUS BANCORP DEL | 1,173 | $62.0M | 0.03% | |
| 190 | AMGNAMGEN INC | 187 | $61.0M | 0.03% | |
| 191 | AMDADVANCED MICRO DEVICES INC | 288 | $61.0M | 0.03% | |
| 192 | HDHOME DEPOT INC | 176 | $60.0M | 0.03% | |
| 193 | IBMINTERNATIONAL BUSINESS MACHS | 203 | $60.0M | 0.03% | |
| 194 | AOAISHARES TR | 674 | $60.0M | 0.03% | |
| 195 | RFREGIONS FINANCIAL CORP NEW | 2,208 | $59.0M | 0.03% | |
| 196 | JEPIJ P MORGAN EXCHANGE TRADED F | 1,026 | $58.0M | 0.03% | |
| 197 | CLSCELESTICA INC | 195 | $56.0M | 0.03% | |
| 198 | GBTCGRAYSCALE BITCOIN TRUST ETF | 829 | $56.0M | 0.03% | |
| 199 | VRTVERTIV HOLDINGS CO | 347 | $55.0M | 0.03% | |
| 200 | ITEQAMPLIFY ETF TR | 961 | $55.0M | 0.03% |