Legacy Wealth Managment, LLC/ID Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$209.0M

Holdings

921

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (921 positions)

StockValue
VBILVANGUARD INSTL INDEX FD
$23K
UNPUNION PAC CORP
$23K
EOGEOG RES INC
$23K
PG4PRINCIPAL FINANCIAL GROUP IN
$23K
NEMNEWMONT CORP
$22K
XFEBFIRST TR EXCHANGE-TRADED FD
$22K
ADBEADOBE INC
$22K
JAAAJANUS DETROIT STR TR
$21K
USMVISHARES TR
$21K
JPSTJ P MORGAN EXCHANGE TRADED F
$21K
CGGRCAPITAL GROUP GROWTH ETF
$21K
DFUSDIMENSIONAL ETF TRUST
$21K
OXYOCCIDENTAL PETE CORP
$21K
USGUSCF ETF TR
$21K
BFHBREAD FINANCIAL HOLDINGS INC
$20K
CHKPCHECK POINT SOFTWARE TECH LT
$20K
UBERUBER TECHNOLOGIES INC
$20K
UPSUNITED PARCEL SERVICE INC
$20K
VSTVISTRA CORP
$20K
XSDSPDR SERIES TRUST
$20K
CDNSCADENCE DESIGN SYSTEM INC
$19K
RDDTREDDIT INC
$19K
JXNJACKSON FINANCIAL INC
$19K
SILASILA REALTY TRUST INC
$19K
BDXBECTON DICKINSON & CO
$19K
MRSHMARSH & MCLENNAN COS INC
$19K
SANMSANMINA CORPORATION
$19K
SPTLSPDR SERIES TRUST
$19K
JMSTJ P MORGAN EXCHANGE TRADED F
$19K
RTXRTX CORPORATION
$18K
AMATAPPLIED MATLS INC
$18K
CVXCHEVRON CORP NEW
$18K
IPINTERNATIONAL PAPER CO
$18K
RRCRANGE RES CORP
$18K
IWPISHARES TR
$18K
PPLTABRDN PLATINUM ETF TRUST
$18K
ESGEISHARES INC
$18K
EDCONSOLIDATED EDISON INC
$17K
SHYGISHARES TR
$17K
EQTEQT CORP
$17K
NRESDBX ETF TR
$17K
BLDRBUILDERS FIRSTSOURCE INC
$17K
PANWPALO ALTO NETWORKS INC
$16K
BACBANK AMERICA CORP
$16K
LRCXLAM RESEARCH CORP
$16K
TMOTHERMO FISHER SCIENTIFIC INC
$16K
OREALTY INCOME CORP
$16K
FMBFIRST TR EXCH TRADED FD III
$16K
XEXGXEATON VANCE TAX-MANAGED GLOB
$16K
ADIANALOG DEVICES INC
$16K
NEOVWNEOVOLTA INC
$16K
JMUBJ P MORGAN EXCHANGE TRADED F
$16K
ROPROPER TECHNOLOGIES INC
$16K
NOGNORTHERN OIL & GAS INC
$16K
MINOPIMCO ETF TR
$15K
ABMABM INDS INC
$15K
VLOVALERO ENERGY CORP
$15K
PEPPEPSICO INC
$15K
RCLROYAL CARIBBEAN GROUP
$15K
AORISHARES TR
$15K
LOWLOWES COS INC
$14K
FNFFIDELITY NATIONAL FINANCIAL
$14K
CEGCONSTELLATION ENERGY CORP
$14K
TLHISHARES TR
$14K
FFORD MTR CO
$14K
CRWDCROWDSTRIKE HLDGS INC
$14K
NVSNNOVARTIS AG
$14K
MRVLMARVELL TECHNOLOGY INC
$14K
TROWPRICE T ROWE GROUP INC
$14K
WPMWHEATON PRECIOUS METALS CORP
$14K
XLESELECT SECTOR SPDR TR
$13K
VICIVICI PPTYS INC
$13K
ACGLARCH CAP GROUP LTD
$13K
CMCSACOMCAST CORP NEW
$13K
VEEVVEEVA SYS INC
$13K
MTGMGIC INVT CORP WIS
$13K
XLVSELECT SECTOR SPDR TR
$13K
KNOVINNOVATOR ETFS TRUST
$13K
SLVISHARES SILVER TR
$13K
WSOWATSCO INC
$13K
ETENERGY TRANSFER L P
$13K
IGIBISHARES TR
$13K
PGRPROGRESSIVE CORP
$12K
MLIMUELLER INDS INC
$12K
LINLINDE PLC
$12K
IWNISHARES TR
$12K
LGOVFIRST TR EXCHANGE-TRADED FD
$12K
WSMWILLIAMS SONOMA INC
$12K
SPOTSPOTIFY TECHNOLOGY S A
$12K
FANGDIAMONDBACK ENERGY INC
$12K
NOWSERVICENOW INC
$12K
TDTORONTO DOMINION BK ONT
$12K
APDAIR PRODS & CHEMS INC
$12K
NOCNORTHROP GRUMMAN CORP
$12K
NKENIKE INC
$11K
SPHQINVESCO EXCHANGE TRADED FD T
$11K
SPHBINVESCO EXCH TRADED FD TR II
$11K
7HPHP INC
$11K
KOCOCA COLA CO
$11K
KCESPDR SERIES TRUST
$11K
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