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Legacy Wealth Managment

Latest statistics and disclosures from Legacy Wealth Managment's latest quarterly 13F-HR filing:

Top 5 stock holdings are STEX, NEOV, XXV, ICSH, BUFD, and represent 34.45% of Legacy Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: XXV (+$17M), ICSH, BUFD, BUFQ, BUFT, RDVY, FTGS, DGRW, VUG, MGK.
Started 206 new stock positions in NEU, MLM, XBI, VRSK, EAGG, VCR, ZTS, OPENL, CVY, WELL.
Reduced shares in these 10 stocks: FMAY, QMMY, VNOM, ECC, BIL, CION, STEX, FSK, QJUN, YGLD.
Sold out of its positions in AMLP, ARKK, SIVR, ALE, AVDV, AVUV, AXP, APLD, AQMS, BCE.
Legacy Wealth Managment was a net buyer of stock by $25M.
Legacy Wealth Managment has $209M in assets under management (AUM), dropping by -5.52%.
Central Index Key (CIK): 0002045082

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Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 921 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Legacy Wealth Managment has 921 total positions. Only the first 250 positions are shown.

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Download the Legacy Wealth Managment December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Streamex Corp Call Call Option (Principal) (STEX)	10.3	$22M	-5%	7.1M	3.03	View chart
NeoVo (NEOV)	8.2	$17M	+3%	5.7M	3.04	View chart
Simplify Exchange Traded Fun Ancorato Target (XXV)	8.1	$17M	NEW	663k	25.43	View chart
Ishares Tr Ultra Short Dur (ICSH)	4.6	$9.6M	+80%	190k	50.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	3.2	$6.8M	+114%	240k	28.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	2.8	$5.8M	+115%	161k	35.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.7	$5.7M	-7%	167k	34.26	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$5.4M	-21%	60k	91.38	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	2.3	$4.8M	+136%	196k	24.61	View chart
Oracle Corporation (ORCL)	2.2	$4.5M		23k	194.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$3.5M	-7%	58k	59.93	View chart
Eagle Pt Cr (ECC)	1.6	$3.2M	-34%	563k	5.76	View chart
Fs Kkr Capital Corp (FSK)	1.5	$3.1M	-27%	207k	14.81	View chart
Proshares Tr Bitcoin Etf (BITO)	1.5	$3.0M	-15%	249k	12.16	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	1.4	$3.0M	-26%	72k	41.66	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.4	$2.8M	+58%	41k	69.47	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.3	$2.7M	+58%	77k	35.35	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.2	$2.6M	+62%	29k	89.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.2	$2.4M	-20%	25k	99.94	View chart
Cion Invt Corp (CION)	1.0	$2.1M	-40%	215k	9.67	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$1.9M	-5%	40k	47.35	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$1.9M	-4%	35k	54.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$1.8M	+5%	19k	96.16	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.9	$1.8M	-4%	72k	25.17	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.9	$1.8M	-5%	102k	17.56	View chart
Msc Income Fund (MSIF)	0.8	$1.8M	-4%	134k	13.14	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$1.7M	+6%	25k	66.43	View chart
Viper Energy Cl A (VNOM)	0.8	$1.6M	-51%	42k	38.63	View chart
Apple (AAPL)	0.7	$1.5M	+36%	5.5k	271.84	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.7	$1.5M	-15%	32k	45.88	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.7	$1.4M	+27%	7.5k	186.50	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	0.7	$1.4M	+9%	26k	54.70	View chart
Amazon (AMZN)	0.6	$1.3M	+31%	5.8k	230.82	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.6	$1.3M	-15%	28k	47.14	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.6	$1.3M	+61%	18k	70.41	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.6	$1.2M	+75%	16k	75.37	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.6	$1.2M		57k	20.86	View chart
Calamos Etf Tr Bitcoin Structur (CBOA)	0.6	$1.2M	-7%	46k	25.75	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$1.2M	+274%	2.9k	412.77	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.6	$1.2M	+70%	9.0k	129.53	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.5	$1.1M	-38%	51k	22.31	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.5	$1.1M	+73%	19k	57.92	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$1.1M	-25%	9.9k	110.15	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$1.1M	+74%	11k	98.32	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$1.1M	+58%	15k	71.45	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$1.0M	+58%	6.7k	153.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.0M	-34%	1.5k	685.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$997k	-27%	2.5k	396.31	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$976k	-42%	11k	85.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$966k	+1550%	2.0k	487.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$961k	-8%	2.9k	335.26	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$932k	+73%	6.6k	141.16	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$924k	+14%	35k	26.24	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.4	$844k	+13%	36k	23.62	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.4	$816k	+13%	18k	44.52	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.4	$813k	+67%	31k	26.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$810k	+5%	31k	26.53	View chart
Duolingo Cl A Com (DUOL)	0.4	$790k		4.5k	175.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$778k	+74%	16k	49.59	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$764k	-40%	15k	50.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$759k	+789%	4.0k	190.99	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$751k	+18%	15k	49.15	View chart
Wec Energy Group (WEC)	0.3	$706k	+10695%	6.7k	105.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$696k	+70%	1.1k	614.43	View chart
Microsoft Corporation (MSFT)	0.3	$652k	+26%	1.3k	483.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$621k	-85%	12k	53.45	View chart
Tesla Call Call Option (Principal) (TSLA)	0.3	$600k	+42%	1.3k	449.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$568k	NEW	3.8k	148.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$549k	-2%	11k	49.65	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$501k	-18%	21k	23.70	View chart
Proshares Tr Ultra Xrp Etf (UXRP)	0.2	$487k	NEW	54k	9.05	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.2	$487k	-18%	24k	20.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$458k	+13%	4.6k	99.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$434k	+24%	1.4k	313.02	View chart
Costco Wholesale Corporation (COST)	0.2	$434k	+6%	503.00	862.34	View chart
Easterly Govt Pptys Com Shs (DEA)	0.2	$420k	-16%	20k	21.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$401k	+69%	1.3k	313.80	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$350k	+15%	7.3k	47.56	View chart
Exxon Mobil Corporation (XOM)	0.2	$324k	+14%	2.7k	120.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$322k	+545%	1.8k	177.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$317k	-5%	4.8k	66.01	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$309k	-85%	12k	25.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$300k	-7%	597.00	502.65	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.1	$295k	-12%	77k	3.83	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.1	$279k	-17%	19k	14.84	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$279k	+5%	4.7k	58.90	View chart
Broadcom (AVGO)	0.1	$276k	+49%	798.00	346.23	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$271k	+5%	7.6k	35.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$264k	+2102%	947.00	279.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$252k	-81%	7.9k	31.84	View chart
UnitedHealth (UNH)	0.1	$249k	+4%	754.00	329.91	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$240k	NEW	17k	14.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$238k	+86%	348.00	682.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$234k	+87%	727.00	322.21	View chart
Parker-Hannifin Corporation (PH)	0.1	$229k	+3%	261.00	878.96	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$229k	+60%	753.00	303.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$227k	+1223%	1.1k	211.79	View chart
Strategy Cl A New (MSTR)	0.1	$217k	-80%	1.4k	151.95	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$217k	-15%	8.3k	26.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$207k	+84%	3.3k	62.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.1	$205k	+13%	6.1k	33.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$200k		423.00	473.30	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$197k	+8%	7.0k	28.35	View chart
Flex Lng SHS (FLNG)	0.1	$194k	-14%	7.8k	24.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$179k	+196%	3.8k	47.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$176k	+4175%	684.00	257.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$175k	-20%	3.9k	44.41	View chart
BP Sponsored Adr (BP)	0.1	$174k		5.0k	34.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$168k		2.3k	74.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$166k	+2%	1.4k	120.19	View chart
Quanta Services (PWR)	0.1	$163k	+288%	385.00	422.06	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$162k		4.2k	38.68	View chart
Intuit (INTU)	0.1	$160k	+124%	242.00	662.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$159k	NEW	645.00	246.16	View chart
Ftai Infrastructure Common Stock (FIP)	0.1	$153k		33k	4.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$151k	-2%	712.00	212.07	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$148k	NEW	764.00	193.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$148k		2.9k	50.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$148k	NEW	1.6k	95.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$145k		2.4k	60.16	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$142k		2.8k	49.88	View chart
Wal-Mart Stores (WMT)	0.1	$141k	+155%	1.3k	111.41	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$141k		3.0k	46.29	View chart
Meta Platforms Cl A (META)	0.1	$140k	+37%	212.00	660.84	View chart
Walt Disney Company (DIS)	0.1	$139k	+196%	1.2k	113.77	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$139k		2.7k	50.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$137k	NEW	1.7k	78.81	View chart
Cintas Corporation (CTAS)	0.1	$137k	+237%	728.00	188.07	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$129k	NEW	8.6k	15.00	View chart
Visa Com Cl A (V)	0.1	$129k	+44%	367.00	350.76	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$127k	-11%	15k	8.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$125k	+394%	499.00	250.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$124k	+100%	860.00	143.90	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$123k		2.8k	44.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$121k	+900%	1.3k	96.27	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$116k	NEW	5.5k	21.23	View chart
Permian Resources Corp Class A Com (PR)	0.1	$116k	-12%	8.2k	14.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$108k	+981%	357.00	302.11	View chart
Citizens Financial (CFG)	0.1	$108k	+58%	1.8k	58.41	View chart
Eli Lilly & Co. (LLY)	0.1	$106k	+1314%	99.00	1074.68	View chart
Micron Technology (MU)	0.1	$106k	+5%	371.00	285.41	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$105k	+166%	4.5k	23.03	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$104k		3.2k	32.23	View chart
McDonald's Corporation (MCD)	0.0	$102k	+155%	335.00	305.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$102k	-6%	404.00	252.66	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$101k	-31%	3.0k	33.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$101k	+444%	2.1k	48.32	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$98k	+1775%	1.9k	51.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$98k	+3%	1.1k	89.46	View chart
Apa Corporation (APA)	0.0	$97k	-14%	4.0k	24.46	View chart
Palantir Technologies Cl A (PLTR)	0.0	$97k	-34%	547.00	177.73	View chart
Sofi Technologies (SOFI)	0.0	$97k		3.7k	26.18	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$94k		512.00	184.10	View chart
Eaton Corp SHS (ETN)	0.0	$93k	+22%	292.00	318.51	View chart
Trane Technologies SHS (TT)	0.0	$93k	+122%	238.00	389.20	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$92k	NEW	1.6k	57.46	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$92k		1.8k	50.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$91k	+7%	1.2k	77.88	View chart
TJX Companies (TJX)	0.0	$91k	+130%	591.00	153.62	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$90k	NEW	1.9k	47.85	View chart
Citigroup Com New (C)	0.0	$89k	+70%	766.00	116.69	View chart
Mastercard Incorporated Cl A (MA)	0.0	$89k	+54%	156.00	570.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$88k	-47%	1.1k	80.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$88k	+479%	1.6k	53.76	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$87k	NEW	1.1k	80.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$87k		232.00	373.44	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$83k	NEW	698.00	119.35	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$81k	+9%	3.6k	22.67	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$81k	NEW	205.00	393.92	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$80k	NEW	1.2k	69.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$79k		1.1k	75.44	View chart
Kla Corp Com New (KLAC)	0.0	$78k	+88%	64.00	1215.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$77k	-11%	72.00	1069.86	View chart
Public Service Enterprise (PEG)	0.0	$76k	+42%	948.00	80.30	View chart
Altria (MO)	0.0	$76k	+144%	1.3k	57.68	View chart
At&t (T)	0.0	$75k	+153%	3.0k	24.84	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$73k	+4377%	5.0k	14.64	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$71k	+49%	2.2k	33.02	View chart
InterDigital (IDCC)	0.0	$71k	+5500%	224.00	318.38	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$71k	-6%	2.7k	26.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$69k		143.00	482.21	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$69k	+51%	1.7k	41.48	View chart
NiSource (NI)	0.0	$68k	+30%	1.6k	41.76	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$68k	NEW	1.6k	41.32	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$66k	+138%	662.00	100.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$66k		542.00	121.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$65k	+83%	457.00	141.05	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$64k	-52%	947.00	67.22	View chart
Us Bancorp Del Com New (USB)	0.0	$63k	+32%	1.2k	53.36	View chart
Advanced Micro Devices (AMD)	0.0	$62k	-30%	288.00	214.16	View chart
Amgen (AMGN)	0.0	$61k	+94%	187.00	327.31	View chart
Home Depot (HD)	0.0	$61k	+97%	176.00	344.17	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$60k	-85%	674.00	89.56	View chart
International Business Machines (IBM)	0.0	$60k	+40%	203.00	296.21	View chart
Regions Financial Corporation (RF)	0.0	$60k	+37%	2.2k	27.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$59k	-7%	1.0k	57.24	View chart
Celestica (CLS)	0.0	$58k	-14%	195.00	295.61	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$57k	-66%	829.00	68.36	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$56k	NEW	347.00	162.01	View chart
Entergy Corporation (ETR)	0.0	$56k	+61%	605.00	92.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$56k		89.00	627.13	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$56k		961.00	58.06	View chart
Williams Companies (WMB)	0.0	$56k	+67%	928.00	60.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$55k	+4806%	2.1k	26.24	View chart
Capital One Financial (COF)	0.0	$55k	+59%	227.00	242.36	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$54k	+2%	918.00	58.97	View chart
SM Energy (SM)	0.0	$54k	-16%	2.9k	18.70	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.0	$54k	+174%	4.0k	13.50	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.0	$52k		1.9k	27.20	View chart
Fifth Third Ban (FITB)	0.0	$52k	+44%	1.1k	46.81	View chart
Cisco Systems (CSCO)	0.0	$51k	+139%	664.00	77.03	View chart
Hca Holdings (HCA)	0.0	$50k	+10%	108.00	466.86	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$50k	+91%	479.00	103.61	View chart
Philip Morris International (PM)	0.0	$49k	+120%	307.00	160.40	View chart
Wells Fargo & Company (WFC)	0.0	$49k	+2678%	528.00	93.20	View chart
Synchrony Financial (SYF)	0.0	$49k	NEW	586.00	83.43	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$49k	NEW	2.1k	23.39	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$49k		2.3k	21.23	View chart
United Therapeutics Corporation (UTHR)	0.0	$49k	+284%	100.00	487.25	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$48k	+2207%	600.00	79.67	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$48k	+966%	576.00	82.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$47k	+9%	238.00	198.62	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$47k		714.00	65.99	View chart
Civitas Resources Com New	0.0	$47k	-13%	1.7k	27.09	View chart
Coinbase Global Com Cl A (COIN)	0.0	$47k	+728%	207.00	226.14	View chart
Oneok (OKE)	0.0	$46k	-15%	628.00	73.50	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$46k		669.00	68.15	View chart
S&p Global (SPGI)	0.0	$46k	+190%	87.00	522.60	View chart
Intuitive Surgical Com New (ISRG)	0.0	$45k	+507%	79.00	566.37	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$45k	NEW	300.00	148.17	View chart
Nexpoint Real Estate Fin (NREF)	0.0	$44k		3.2k	14.08	View chart
Mackenzie Rlty Cap Com New (MKZR)	0.0	$44k	-10%	11k	4.07	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$44k	-15%	3.7k	11.76	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$44k	NEW	898.00	48.70	View chart
Pfizer (PFE)	0.0	$44k	+397%	1.8k	24.90	View chart
The Real Brokerage Com New (REAX)	0.0	$43k		12k	3.65	View chart
Global X Fds Global X Silver (SIL)	0.0	$43k	-12%	516.00	83.52	View chart
Intel Corporation (INTC)	0.0	$43k	+40%	1.2k	36.90	View chart
Caterpillar (CAT)	0.0	$43k	+27%	75.00	572.88	View chart
Nxp Semiconductors N V (NXPI)	0.0	$43k		196.00	217.06	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$42k	NEW	1.6k	26.68	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$41k	-22%	445.00	92.30	View chart
Cincinnati Financial Corporation (CINF)	0.0	$40k	+78%	245.00	163.32	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$40k		495.00	80.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.0	$40k	-95%	1.7k	23.73	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.0	$40k		1.9k	20.80	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$40k	NEW	580.00	68.11	View chart
Global X Fds Global X Uranium (URA)	0.0	$39k	NEW	918.00	42.73	View chart
Monolithic Power Systems (MPWR)	0.0	$39k	+2%	43.00	906.37	View chart
Dycom Industries (DY)	0.0	$39k	NEW	115.00	337.91	View chart

Past Filings by Legacy Wealth Managment

SEC 13F filings are viewable for Legacy Wealth Managment going back to 2024

Legacy Wealth Managment 2025 Q4 filed Feb. 3, 2026
Legacy Wealth Managment 2025 Q3 filed Nov. 12, 2025
Legacy Wealth Managment 2025 Q2 filed Aug. 6, 2025
Legacy Wealth Managment 2025 Q1 filed May 16, 2025
Legacy Wealth Managment 2024 Q4 filed Feb. 13, 2025
Legacy Wealth Managment 2024 Q3 filed Nov. 15, 2024

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