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)

StockValue
COFCAPITAL ONE FINL CORP
$55.0M
SCHBSCHWAB STRATEGIC TR
$55.0M
ETRENTERGY CORP NEW
$55.0M
VOOVANGUARD INDEX FDS
$55.0M
WMBWILLIAMS COS INC
$55.0M
CHATTIDAL TRUST II
$54.0M
TYASIMPLIFY EXCHANGE TRADED FUN
$53.0M
SMSM ENERGY CO
$53.0M
CSCOCISCO SYS INC
$51.0M
CPSLCALAMOS ETF TR
$51.0M
FITBFIFTH THIRD BANCORP
$51.0M
HCAHCA HEALTHCARE INC
$50.0M
XMESPDR SERIES TRUST
$49.0M
WFCWELLS FARGO CO NEW
$49.0M
4I1PHILIP MORRIS INTL INC
$49.0M
SYFSYNCHRONY FINANCIAL
$48.0M
ZIMZIM INTEGRATED SHIPPING SERV
$48.0M
UTHUNITED THERAPEUTICS CORP DEL
$48.0M
SUSCISHARES TR
$48.0M
MAGSLISTED FDS TR
$47.0M
SPTMSPDR SERIES TRUST
$47.0M
QUALISHARES TR
$47.0M
COINCOINBASE GLOBAL INC
$46.0M
OKEONEOK INC NEW
$46.0M
CIVICIVITAS RESOURCES INC
$46.0M
SFMSPROUTS FMRS MKT INC
$46.0M
SPGIS&P GLOBAL INC
$45.0M
JMOMJ P MORGAN EXCHANGE TRADED F
$45.0M
NREFNEXPOINT REAL ESTATE FIN INC
$44.0M
IYJISHARES TR
$44.0M
ISRGINTUITIVE SURGICAL INC
$44.0M
MKZRMACKENZIE RLTY CAP INC
$44.0M
KRPKIMBELL RTY PARTNERS LP
$43.0M
SILGLOBAL X FDS
$43.0M
PFEPFIZER INC
$43.0M
JPIBJ P MORGAN EXCHANGE TRADED F
$43.0M
REAXTHE REAL BROKERAGE INC
$43.0M
NXPINXP SEMICONDUCTORS N V
$42.0M
CATCATERPILLAR INC
$42.0M
INTCINTEL CORP
$42.0M
VONVVANGUARD SCOTTSDALE FDS
$41.0M
PYLDPIMCO ETF TR
$41.0M
CINFCINCINNATI FINL CORP
$40.0M
MCXMCCORMICK & CO INC
$39.0M
SCIOFIRST TR EXCHANGE-TRADED FD
$39.0M
QCJLFIRST TR EXCHNG TRADED FD VI
$39.0M
EWJISHARES INC
$39.0M
URAGLOBAL X FDS
$39.0M
MPWRMONOLITHIC PWR SYS INC
$38.0M
XLGINVESCO EXCHANGE TRADED FD T
$38.0M
NEENEXTERA ENERGY INC
$38.0M
IDEVISHARES TR
$38.0M
DVNDEVON ENERGY CORP NEW
$38.0M
DYDYCOM INDS INC
$38.0M
DUKDUKE ENERGY CORP NEW
$37.0M
EIPIFIRST TR EXCHNG TRADED FD VI
$37.0M
BMNRBITMINE IMMERSION TECNOLOGIE
$37.0M
SPYVSPDR SERIES TRUST
$36.0M
ETHEGRAYSCALE ETHEREUM TRUST ETF
$36.0M
IYMISHARES TR
$35.0M
PGPROCTER AND GAMBLE CO
$34.0M
LUMNLUMEN TECHNOLOGIES INC
$33.0M
SLYGSPDR SERIES TRUST
$33.0M
TMUST-MOBILE US INC
$33.0M
SGDMSPROTT ETF TRUST
$32.0M
VRTXVERTEX PHARMACEUTICALS INC
$32.0M
SOSOUTHERN CO
$32.0M
DTEDTE ENERGY CO
$32.0M
ABBVABBVIE INC
$31.0M
SPIBSPDR SERIES TRUST
$31.0M
HFROHIGHLAND OPPS & INCOME FD
$31.0M
XBISPDR SERIES TRUST
$31.0M
FDLOFIDELITY COVINGTON TRUST
$31.0M
BABOEING CO
$31.0M
UNMUNUM GROUP
$31.0M
PRPLPURPLE INNOVATION INC
$30.0M
BACVERIZON COMMUNICATIONS INC
$30.0M
IDAIDACORP INC
$30.0M
BUDANHEUSER BUSCH INBEV SA/NV
$29.0M
CMECME GROUP INC
$29.0M
QCOMQUALCOMM INC
$28.0M
LMTLOCKHEED MARTIN CORP
$28.0M
METMETLIFE INC
$27.0M
GDXJVANECK ETF TRUST
$27.0M
CRMSALESFORCE INC
$27.0M
IEURISHARES TR
$26.0M
ANETARISTA NETWORKS INC
$26.0M
CSXCSX CORP
$26.0M
RINGISHARES INC
$26.0M
OMCOMNICOM GROUP INC
$26.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$26.0M
AEPAMERICAN ELEC PWR CO INC
$26.0M
JNKSPDR SERIES TRUST
$25.0M
TCAFT ROWE PRICE ETF INC
$25.0M
FOXAFOX CORP
$25.0M
EQXEQUINOX GOLD CORP
$25.0M
DSLDOUBLELINE INCOME SOLUTIONS
$24.0M
AMTAMERICAN TOWER CORP NEW
$24.0M
UALUNITED AIRLS HLDGS INC
$24.0M
GEGE AEROSPACE
$24.0M
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