Legacy Wealth Managment

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

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Positions held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 193 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NeoVo (NEOV) 6.4 $15M -8% 4.9M 3.15
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Simplify Exchange Traded Fun Ancorato Target (XXV) 5.7 $14M -34% 584k 23.66
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First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 3.2 $7.7M +2% 261k 29.72
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First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 2.9 $7.0M +6% 192k 36.53
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First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ) 2.8 $6.7M +5% 170k 39.27
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $6.2M NEW 184k 33.84
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Biosig Technologies Call Option (STEX) 2.3 $5.6M -7% 6.5M 0.85
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First Tr Exchng Traded Fd Vi Vest Buffered (BUFT) 2.2 $5.4M +3% 207k 25.89
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Spdr Series Trust St Str Blo 1 Etf (BIL) 2.2 $5.3M -17% 58k 91.64
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Perpetuals.com Sponsored Ads (PDC) 2.1 $5.0M NEW 849k 5.90
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Realloys (ALOY) 2.1 $5.0M +73% 345k 14.45
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Ishares Tr Ultra Short Dur (ICSH) 2.0 $4.7M -8% 94k 50.58
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Blackrock Etf Trust Dynamic Eqty Act (BDYN) 1.9 $4.5M NEW 162k 27.74
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Lixte Biotechnology Holdings 1.8 $4.5M NEW 601k 7.42
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Blackrock Etf Trust Disc Vola Eq Etf (BDVL) 1.5 $3.7M NEW 141k 25.98
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Sandisk Corp (SNDK) 1.4 $3.5M -37% 1.5k 2273.73
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First Tr Exchange Traded Buywrit Incm Etf (FTHI) 1.4 $3.3M +95% 138k 23.85
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First Tr Exchange-traded First Tr Enh New (FTSM) 1.4 $3.3M -4% 55k 59.73
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.3 $3.1M +15% 39k 81.06
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $3.1M +12% 10k 302.98
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Western Digital (WDC) 1.2 $3.0M -36% 4.7k 638.72
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.2 $2.9M +13% 30k 95.62
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First Tr Exchange Traded Nasdq Semcndtr (FTXL) 1.1 $2.7M +23% 9.5k 284.95
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $2.6M +53% 3.5k 748.93
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NVIDIA Corporation (NVDA) 0.8 $2.0M +22% 9.8k 200.10
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First Tr Exchange-traded Ft Vest Ris (RDVI) 0.8 $1.9M +4% 65k 29.40
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $1.8M -4% 19k 94.57
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First Tr Exchange-traded Vest Laddered (ACYN) 0.7 $1.8M +950% 87k 20.79
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Apple (AAPL) 0.7 $1.8M +10% 6.1k 289.35
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.7 $1.7M +19% 9.0k 191.75
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.7 $1.7M +2% 34k 50.50
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.7 $1.7M +668% 8.9k 190.51
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.7 $1.7M +26% 13k 133.25
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.7 $1.6M +60844% 31k 53.61
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.6M +62% 16k 98.98
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.7 $1.6M +15% 18k 89.85
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $1.6M -22% 33k 46.94
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.6 $1.5M -23% 29k 53.50
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Ishares Tr Trust Ishare 0-1 (SHV) 0.6 $1.5M +25% 14k 110.35
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Pacer Fds Tr Arist High Etf (FLRT) 0.6 $1.5M -2% 32k 46.63
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Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.5M +772% 4.3k 342.84
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.5M +1287% 15k 96.58
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $1.4M +2356% 25k 56.48
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First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.6 $1.4M -5% 71k 19.57
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Vanguard World Mega Grwth Ind (MGK) 0.6 $1.4M +412% 16k 87.91
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Ishares Silver Tr Ishares Call Option (SLV) 0.6 $1.3M +81% 25k 53.47
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.5 $1.3M +46% 62k 21.63
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J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.5 $1.3M -20% 20k 67.58
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Ishares Tr Msci Usa Value (VLUE) 0.5 $1.3M +524% 6.3k 199.82
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Vaneck Etf Trust Long Muni Etf (MLN) 0.5 $1.2M NEW 70k 17.78
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $1.2M +8409% 13k 90.10
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M -3% 3.2k 370.10
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.5 $1.1M -28% 25k 44.75
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First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.5 $1.1M +62% 45k 24.88
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World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.1M NEW 14k 79.42
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Vanguard World Mega Cap Val Etf (MGV) 0.5 $1.1M 6.7k 163.44
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.4 $1.1M +70% 23k 47.15
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.1M +59% 14k 77.11
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M +11% 1.5k 736.55
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First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.4 $1.1M +5% 27k 39.25
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 4.9k 217.93
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Simplify Exchange Traded Fun Gold Strategy Et (YGLD) 0.4 $1.1M -37% 33k 31.46
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $1.1M -43% 11k 100.16
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Realty Income (O) 0.4 $1.1M +7747% 17k 61.96
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Proshares Tr Bitcoin Etf (BITO) 0.4 $1.0M -49% 131k 7.98
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Amazon (AMZN) 0.4 $1.0M -19% 4.3k 238.34
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Tidal Trust Ii Retu Sta Bds Etf (RSBA) 0.4 $1.0M -21% 49k 21.05
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.0M +14% 2.8k 368.38
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Tesla Motors Call Option (TSLA) 0.4 $1.0M +18% 2.4k 420.60
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First Tr Exchange-traded Dj Glbl Divid (FGD) 0.4 $984k +5% 31k 31.99
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $976k NEW 8.3k 117.09
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Ssga Active Tr St Str Black Etf (HYBL) 0.4 $969k NEW 35k 27.95
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First Tr Exchange-traded Energy Inm Partn (EIPX) 0.4 $964k +18% 31k 31.30
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Vanguard Index Fds Growth Etf (VUG) 0.4 $959k +525% 11k 86.14
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Spdr Series Trust St Str Nuvee Etf (TFI) 0.4 $935k NEW 20k 45.80
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First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.4 $932k +3% 33k 27.93
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $923k +15462% 5.0k 185.24
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Broadcom (AVGO) 0.4 $910k +156% 2.4k 377.76
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Ishares Tr Core Msci Euro (IEUR) 0.4 $863k +3028% 12k 75.17
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Msc Income Fund (MSIF) 0.3 $833k -47% 72k 11.57
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $817k NEW 34k 24.14
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $787k +245% 3.7k 212.76
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Wec Energy Group (WEC) 0.3 $787k 6.7k 116.77
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $780k -2% 10k 75.45
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Cion Invt Corp (CION) 0.3 $755k -41% 121k 6.23
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.3 $753k +30% 32k 23.42
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $742k +155% 27k 27.70
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Microsoft Corporation (MSFT) 0.3 $731k +34% 2.0k 373.02
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Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.3 $727k -40% 15k 50.15
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $725k +26% 2.0k 357.42
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.3 $719k -55% 45k 16.04
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Viper Energy Cl A (VNOM) 0.3 $715k -63% 17k 42.40
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $701k NEW 9.5k 73.66
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $670k 4.1k 163.67
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.3 $644k 12k 56.20
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Advisorshares Tr Q Dynamic Growth (QPX) 0.3 $628k -25% 13k 48.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $592k +24559% 5.4k 109.07
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Costco Wholesale Corporation (COST) 0.2 $589k +13% 629.00 935.68
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.2 $584k NEW 11k 52.34
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $581k +45% 1.2k 477.57
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Flexshares Tr Ultr Sho Inc Fd (RAVI) 0.2 $567k +27% 7.5k 75.42
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $564k +5% 755.00 746.44
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $563k +48% 3.8k 148.31
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $550k +13% 7.5k 73.41
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Eli Lilly & Co. (LLY) 0.2 $534k +297% 445.00 1198.81
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Easterly Govt Pptys Com Shs (DEA) 0.2 $530k +7% 21k 24.93
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Micron Technology (MU) 0.2 $522k -20% 452.00 1154.73
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Spdr Series Trust St Nuve Term Etf (SHM) 0.2 $520k +2777% 11k 47.96
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Duolingo Cl A Com (DUOL) 0.2 $518k 4.5k 115.02
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $518k NEW 789.00 655.89
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $505k +12% 2.6k 197.60
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JPMorgan Chase & Co. (JPM) 0.2 $501k +86% 1.5k 327.29
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Etf Ser Solutions Distillate Smlmd (DSMC) 0.2 $482k +61% 12k 40.36
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $478k +118% 696.00 687.20
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $474k +13% 6.6k 71.25
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Vanguard World Energy Etf (VDE) 0.2 $473k NEW 3.2k 150.11
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First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $467k +20% 22k 21.06
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Etf Ser Solutions Distillate Us (DSTL) 0.2 $461k +67% 7.7k 59.90
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $461k +6% 14k 33.29
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Ftai Infrastructure Common Stock (FIP) 0.2 $455k -23% 98k 4.64
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Ishares Msci Japan Etf (EWJ) 0.2 $453k +881% 4.9k 93.28
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Ishares Core Msci Emkt (IEMG) 0.2 $450k +311% 5.4k 82.85
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $448k +270% 17k 25.94
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Alphabet Cap Stk Cl C (GOOG) 0.2 $446k +22% 1.3k 353.29
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First Tr Exchange-traded Growth Strength (FTGS) 0.2 $442k +233% 12k 37.00
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Ge Vernova (GEV) 0.2 $433k +2738% 369.00 1173.72
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Ishares Tr Global Energ Etf (IXC) 0.2 $425k NEW 8.6k 49.13
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $402k +219% 2.5k 161.55
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Hims & Hers Health Com Cl A (HIMS) 0.2 $398k 12k 34.67
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Meta Platforms Cl A (META) 0.2 $392k +185% 696.00 563.50
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $391k +59% 6.6k 59.69
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Tidal Trust Ii Return Stckd Us (RSST) 0.2 $389k +71% 12k 32.69
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Caterpillar (CAT) 0.1 $363k +244% 341.00 1064.02
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Ishares Msci Emrg Chn (EMXC) 0.1 $362k NEW 3.5k 102.31
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Calamos Etf Tr Autoc Incom Etf (CAIE) 0.1 $356k NEW 13k 27.21
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Pacer Fds Tr Us Sm Cap Ca Etf (CALF) 0.1 $345k +144% 6.8k 50.61
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Harbor Etf Trust Comm All Wea Etf (HGER) 0.1 $340k NEW 12k 29.34
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Nexpoint Diversified Rel Et Com New (NXDT) 0.1 $334k +12% 64k 5.19
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $333k +8% 6.7k 49.55
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Volatility Shs Tr 2x Ether Etf New (ETHU) 0.1 $333k +12% 29k 11.41
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First Tr Exchange-traded Vest Lad Aut Etf 0.1 $333k NEW 16k 20.54
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First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY) 0.1 $323k 12k 26.49
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $307k +3% 1.0k 306.30
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $302k +2% 1.0k 300.45
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Simplify Exchange Traded Fun Targe 15 Etf (XV) 0.1 $295k +3112% 12k 24.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $293k +26% 585.00 499.96
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $290k +17790% 3.6k 81.00
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $287k 8.4k 34.27
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First Tr Exchange-traded Core Investment (FTCB) 0.1 $283k +4% 14k 20.86
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Simplify Exchange Traded Fun Barrier Income (SBAR) 0.1 $282k +12% 11k 25.60
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $281k +90% 141.00 1989.44
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Graniteshares Etf Tr Hips Us High Inc (HIPS) 0.1 $280k NEW 24k 11.54
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Quanta Services (PWR) 0.1 $279k 387.00 720.04
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $278k +118% 2.8k 100.68
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $274k +453% 5.4k 50.58
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $270k +5% 1.1k 242.99
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.1 $267k 7.9k 33.79
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $267k +64% 3.1k 86.42
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Flex Lng SHS (FLNG) 0.1 $264k +9% 9.4k 28.06
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Crescent Energy Company Cl A Com (CRGY) 0.1 $260k +180% 27k 9.82
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Doubleline Etf Trust Mult Sec Inc Etf (DMX) 0.1 $258k NEW 5.1k 50.24
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Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) 0.1 $252k NEW 5.1k 49.80
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SM Energy (SM) 0.1 $246k +246% 9.4k 26.10
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $243k 2.2k 110.32
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $240k +125% 4.8k 49.55
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Advanced Micro Devices (AMD) 0.1 $238k +8% 410.00 581.11
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Vertiv Holdings Com Cl A (VRT) 0.1 $238k +68% 711.00 334.82
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Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $232k NEW 1.6k 141.79
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Eaton Corp SHS (ETN) 0.1 $229k +78% 538.00 426.12
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Ishares Tr Mbs Etf (MBB) 0.1 $228k +3492% 2.4k 94.51
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UnitedHealth (UNH) 0.1 $226k -21% 544.00 415.26
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Kla Corp Com New (KLAC) 0.1 $226k +910% 748.00 301.73
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Cambria Etf Tr Global Value Etf (GVAL) 0.1 $225k NEW 6.3k 36.02
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Intel Corporation (INTC) 0.1 $223k +4% 1.6k 139.62
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Putnam Etf Trust Bdc Income Etf (PBDC) 0.1 $214k +11626% 7.9k 27.21
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Kimbell Rty Partners Unit (KRP) 0.1 $213k +249% 15k 14.53
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $210k +300% 1.7k 124.17
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Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $210k NEW 5.3k 39.67
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $201k 4.0k 50.38
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $201k +44% 4.0k 50.63
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $200k +46% 16k 12.66
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Franklin Xrp Trust Franklin Xrp Etf (XRPZ) 0.1 $192k -2% 17k 11.35
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Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $157k -17% 14k 11.15
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Farmland Partners (FPI) 0.1 $128k NEW 13k 9.68
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Fs Kkr Capital Corp (FSK) 0.1 $122k -92% 12k 10.50
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Eagle Pt Cr (ECC) 0.0 $86k -96% 23k 3.72
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Starfighters Space Common Stock (FJET) 0.0 $53k NEW 10k 5.32
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Ring Energy (REI) 0.0 $23k NEW 21k 1.08
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Eon Resources Com Cl A (EONR) 0.0 $23k +113% 51k 0.44
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Neovo *w Exp 04/01/202 (NEOVW) 0.0 $22k 16k 1.42
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The Real Brokerage Com New (REAX) 0.0 $22k 12k 1.82
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Purple Innovatio (PRPL) 0.0 $10k -50% 29k 0.36
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Collplant Biotechnologies Lt Shs New (CLGN) 0.0 $8.1k 23k 0.35
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Past Filings by Legacy Wealth Managment

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