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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 XXV, NEOV, STEX, BUFD, BIL, and represent 28.91% of Legacy Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: XXV (+$5.3M), QQQM, WDC, ALOY, SNDK, WCMI, World Gold Tr, FGD, SLV, BIL.
Started 158 new stock positions in ALOY, MISL, ILPT, ACII, ITOT, SHM, CTA, SPHY, WCMI, BCI.
Reduced shares in these 10 stocks: ICSH, ORCL, FTGS, UCON, NEOV, CBOA, QLD, SSO, RAVI, YGLD.
Sold out of its positions in ASND, AstraZeneca, BEAM, HIMU, TCPC, HRB, DAIC, Civitas Resources, Comerica Incorporated, CRWV.
Legacy Wealth Managment was a net buyer of stock by $15M.
Legacy Wealth Managment has $201M in assets under management (AUM), dropping by -3.74%.
Central Index Key (CIK): 0002045082

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Portfolio Holdings for Legacy Wealth Managment

Legacy Wealth Managment holds 1038 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Legacy Wealth Managment has 1038 total positions. Only the first 250 positions are shown.

Sign up to view all of the Legacy Wealth Managment March 31, 2026 positions
Download the Legacy Wealth Managment March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Simplify Exchange Traded Fun Ancorato Target (XXV)	10.1	$20M	+35%	896k	22.66	View chart
NeoVo (NEOV)	8.2	$16M	-6%	5.3M	3.08	View chart
Streamex Corp Call Call Option (Principal) (STEX)	4.0	$8.0M		7.0M	1.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	3.5	$7.1M	+5%	255k	28.00	View chart
Spdr Series Trust State Street Spd (BIL)	3.2	$6.4M	+16%	70k	91.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.0	$6.1M	+7%	180k	33.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	2.8	$5.7M		161k	35.32	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.6	$5.2M	-45%	103k	50.62	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	2.5	$5.0M	+2%	201k	24.81	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.7	$3.4M		58k	59.78	View chart
Proshares Tr Bitcoin Etf (BITO)	1.2	$2.4M	+4%	261k	9.31	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.2	$2.3M	-7%	26k	87.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.1	$2.3M	-17%	34k	68.28	View chart
Eagle Pt Cr (ECC)	1.1	$2.2M	+2%	576k	3.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$2.2M	+2146%	9.1k	237.62	View chart
Viper Energy Cl A (VNOM)	1.1	$2.1M	+8%	46k	46.99	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	1.1	$2.1M	-25%	53k	39.93	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$2.0M	+7%	38k	53.77	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$2.0M	+5%	43k	47.08	View chart
Western Digital (WDC)	1.0	$2.0M	+105371%	7.4k	270.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$1.9M	+6%	20k	95.44	View chart
Realloys (ALOY)	1.0	$1.9M	NEW	199k	9.76	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.9	$1.9M	-24%	19k	100.19	View chart
Msc Income Fund (MSIF)	0.8	$1.7M	+2%	138k	12.18	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.8	$1.6M	+97%	71k	22.95	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.8	$1.6M	+116%	33k	48.71	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.8	$1.6M	+76%	62k	25.55	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$1.6M		25k	63.91	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$1.6M	+10%	35k	44.80	View chart
Sandisk Corp (SNDK)	0.8	$1.6M	NEW	2.5k	635.34	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.8	$1.5M	+19%	33k	46.31	View chart
Fs Kkr Capital Corp (FSK)	0.8	$1.5M	-27%	151k	10.18	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.8	$1.5M	-2%	100k	15.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.5M	+56%	2.3k	653.26	View chart
Cion Invt Corp (CION)	0.7	$1.4M	-3%	208k	6.84	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.7	$1.4M	+6%	8.0k	174.40	View chart
Apple (AAPL)	0.7	$1.4M		5.5k	253.80	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.6	$1.3M	+10%	63k	20.76	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.6	$1.3M	NEW	75k	16.77	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.6	$1.2M	+12%	7.6k	163.58	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$1.2M	+61%	25k	50.12	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$1.2M	+12%	11k	110.39	View chart
World Gold Tr Spdr Gld Minis	0.6	$1.2M	NEW	13k	92.69	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.6	$1.1M	-15%	7.7k	147.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$1.1M	+7%	3.1k	367.44	View chart
Amazon (AMZN)	0.6	$1.1M	-7%	5.4k	208.27	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$1.1M	-8%	9.9k	110.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M	+15%	3.3k	320.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.0M	-3%	2.4k	430.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.0M	+120%	10k	99.27	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$977k	+2%	6.7k	144.95	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$977k	+5%	16k	62.68	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$973k	-6%	11k	91.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$952k	+22%	4.9k	196.20	View chart
Ishares Silver Tr Call Call Option (Principal) (SLV)	0.5	$938k	+6679%	14k	68.14	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.5	$934k	NEW	29k	31.93	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.4	$901k	-16%	42k	21.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$846k	+5%	32k	26.27	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.4	$837k	-15%	26k	32.16	View chart
Wec Energy Group (WEC)	0.4	$780k		6.7k	115.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$778k	-10%	1.8k	436.79	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.4	$770k	NEW	26k	29.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$754k	+15%	1.3k	577.32	View chart
Tesla Call Call Option (Principal) (TSLA)	0.4	$747k	+50%	2.0k	371.75	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.4	$732k	-5%	17k	42.34	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$683k	-61%	28k	24.77	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$643k	+85%	14k	47.30	View chart
Ftai Infrastructure Common Stock (FIP)	0.3	$635k	+288%	129k	4.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$614k		12k	52.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$590k	+81%	8.7k	67.53	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	0.3	$581k		26k	22.35	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.3	$580k	+16%	25k	23.51	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$571k	+6%	4.0k	141.42	View chart
Costco Wholesale Corporation (COST)	0.3	$553k	+10%	555.00	996.43	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.3	$543k	+13%	27k	20.35	View chart
Microsoft Corporation (MSFT)	0.3	$538k	+7%	1.5k	370.18	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$501k	+18%	13k	38.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$486k	+190%	6.6k	73.64	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$469k	+83450%	18k	25.53	View chart
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)	0.2	$466k	+106%	717.00	650.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$460k	+15%	1.6k	287.58	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.2	$444k	-64%	5.9k	75.41	View chart
Duolingo Cl A Com (DUOL)	0.2	$444k		4.5k	98.57	View chart
Easterly Govt Pptys Com Shs (DEA)	0.2	$423k		20k	21.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$420k	+25%	2.3k	184.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$376k	+77%	5.9k	64.08	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.2	$332k	NEW	2.8k	119.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$318k	+84%	2.6k	124.32	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$308k	-60%	6.2k	49.50	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.2	$307k		12k	24.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$295k	-19%	1.0k	286.82	View chart
Broadcom (AVGO)	0.1	$290k	+17%	937.00	309.62	View chart
Strategy Cl A New (MSTR)	0.1	$287k	+61%	2.3k	124.80	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$283k	+11%	838.00	337.95	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$283k	+180%	8.5k	33.47	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.1	$277k	-3%	7.4k	37.42	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$273k	+137%	13k	20.96	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.1	$268k	-25%	57k	4.67	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$266k	-2%	4.6k	57.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$259k	NEW	11k	24.75	View chart
Flex Lng SHS (FLNG)	0.1	$256k	+10%	8.6k	29.71	View chart
Franklin Xrp Trust Franklin Xrp Etf (XRPZ)	0.1	$254k	NEW	17k	14.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$249k	+2%	966.00	257.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$247k		7.9k	31.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$244k	+52%	984.00	248.00	View chart
JPMorgan Chase & Co. (JPM)	0.1	$242k	+13%	823.00	294.07	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$240k	+17%	9.8k	24.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$238k	+193%	3.1k	77.11	View chart
Proshares Tr Ultra Xrp Etf (UXRP)	0.1	$237k	+19%	64k	3.69	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$237k	NEW	11k	20.76	View chart
BP Sponsored Adr (BP)	0.1	$235k		5.0k	47.00	View chart
Parker-Hannifin Corporation (PH)	0.1	$234k		261.00	895.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$228k	-2%	1.1k	217.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$222k	-22%	463.00	479.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$222k	+151%	4.1k	54.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$214k	+75%	2.2k	97.23	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$213k		17k	12.51	View chart
Quanta Services (PWR)	0.1	$211k		385.00	549.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$206k	+10620%	1.1k	191.92	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.1	$196k		6.9k	28.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.1	$193k	-5%	5.8k	33.29	View chart
Micron Technology (MU)	0.1	$193k	+54%	572.00	337.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$191k	+258%	319.00	597.55	View chart
UnitedHealth (UNH)	0.1	$187k	-8%	691.00	270.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$186k	+4%	4.0k	46.95	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$181k		4.3k	42.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$180k		423.00	426.40	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$180k		3.9k	45.65	View chart
Innovator Etfs Trust Equity Mngd 100 (BFRZ)	0.1	$174k	NEW	6.6k	26.36	View chart
Wal-Mart Stores (WMT)	0.1	$173k	+9%	1.4k	124.28	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$168k	NEW	8.2k	20.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$162k	+4697%	1.9k	86.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$161k	+17%	2.1k	78.41	View chart
AeroVironment (AVAV)	0.1	$161k	NEW	877.00	183.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$157k	+5%	1.6k	95.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$154k	+34%	1.2k	132.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$152k		2.4k	62.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$151k	-15%	577.00	261.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$149k		2.9k	50.35	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$144k	+16716%	1.0k	142.19	View chart
RBB F/m Us Treasury (TBIL)	0.1	$142k		2.8k	49.86	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$141k	NEW	4.7k	30.22	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$140k		3.0k	46.07	View chart
Meta Platforms Cl A (META)	0.1	$140k	+15%	244.00	572.77	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$139k		2.7k	50.63	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$138k	NEW	11k	12.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$138k	-8%	653.00	211.15	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$137k		764.00	179.84	View chart
Walt Disney Company (DIS)	0.1	$137k	+15%	1.4k	96.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$132k	NEW	2.9k	45.62	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$128k	-37%	9.4k	13.50	View chart
Cintas Corporation (CTAS)	0.1	$127k	+3%	750.00	169.14	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$127k	NEW	1.3k	100.66	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$125k		2.8k	44.86	View chart
Citizens Financial (CFG)	0.1	$125k	+12%	2.1k	59.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$123k	+22%	2.6k	48.05	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$122k	-95%	3.6k	34.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$120k	+125%	4.8k	25.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$118k		492.00	239.99	View chart
McDonald's Corporation (MCD)	0.1	$116k	+11%	372.00	310.79	View chart
Intuit (INTU)	0.1	$115k	+10%	267.00	432.38	View chart
Global X Fds Global X Silver (SIL)	0.1	$111k	+139%	1.2k	90.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$111k	+2%	367.00	302.25	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$110k	+4190%	1.3k	82.87	View chart
Kla Corp Com New (KLAC)	0.1	$109k	+15%	74.00	1472.42	View chart
Eaton Corp SHS (ETN)	0.1	$108k	+3%	301.00	357.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$107k	+161%	4.1k	26.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$106k	-76%	625.00	169.64	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$106k	+21%	422.00	250.58	View chart
TJX Companies (TJX)	0.1	$104k	+10%	652.00	159.72	View chart
Visa Com Cl A (V)	0.1	$104k	-6%	344.00	302.30	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$104k	+141%	2.2k	47.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$103k		4.5k	22.91	View chart
Eli Lilly & Co. (LLY)	0.1	$103k	+13%	112.00	919.77	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$103k	-28%	6.2k	16.61	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$102k	+11%	1.8k	56.86	View chart
Permian Resources Corp Class A Com (PR)	0.0	$100k	-43%	4.7k	21.32	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$99k	NEW	2.1k	46.23	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$99k	+11%	2.1k	47.55	View chart
Trane Technologies SHS (TT)	0.0	$99k		238.00	416.74	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$99k		3.2k	30.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$99k		1.1k	90.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$99k	+9%	1.3k	77.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$98k	+2%	74.00	1320.84	View chart
At&t (T)	0.0	$97k	+10%	3.3k	28.99	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$97k		1.9k	51.23	View chart
Altria (MO)	0.0	$95k	+9%	1.4k	65.99	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$94k	NEW	2.9k	32.46	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$94k	+18%	1.4k	68.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$94k	NEW	753.00	125.13	View chart
Citigroup Com New (C)	0.0	$93k	+7%	822.00	113.41	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$93k	-2%	2.6k	35.14	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$92k	+39%	1.3k	69.75	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$92k		1.8k	50.71	View chart
Apa Corporation (APA)	0.0	$89k	-47%	2.1k	42.44	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$87k	+71%	2.8k	31.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$87k	+38850%	779.00	112.12	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$87k	+5%	1.1k	76.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$86k	+29%	591.00	145.74	View chart
SM Energy (SM)	0.0	$85k	-5%	2.7k	31.18	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$85k	+375%	475.00	178.23	View chart
Mastercard Incorporated Cl A (MA)	0.0	$84k	+7%	168.00	499.66	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$83k		698.00	118.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$83k		232.00	356.56	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$81k	+5%	2.3k	35.44	View chart
Public Service Enterprise (PEG)	0.0	$81k	+4%	994.00	80.95	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$79k	+5%	1.7k	45.05	View chart
NiSource (NI)	0.0	$78k	+2%	1.7k	46.66	View chart
Oracle Corporation (ORCL)	0.0	$77k	-97%	526.00	147.11	View chart
Advanced Micro Devices (AMD)	0.0	$77k	+31%	378.00	203.43	View chart
Calamos Etf Tr Bitcoin Structur (CBOA)	0.0	$77k	-93%	3.2k	24.23	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$76k	-92%	1.3k	61.00	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPUU)	0.0	$76k	-9%	461.00	165.35	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$74k		3.6k	20.76	View chart
Us Bancorp Com New (USB)	0.0	$74k	+21%	1.4k	52.01	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$74k		205.00	359.03	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$74k		542.00	135.72	View chart
Entergy Corporation (ETR)	0.0	$73k	+6%	645.00	112.36	View chart
Pfizer (PFE)	0.0	$72k	+46%	2.6k	28.08	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$71k	+704%	2.8k	24.79	View chart
Caterpillar (CAT)	0.0	$70k	+32%	99.00	708.46	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$70k	+338%	1.4k	50.66	View chart
Amgen (AMGN)	0.0	$69k	+4%	195.00	351.85	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$68k	NEW	1.6k	42.51	View chart
InterDigital (IDCC)	0.0	$68k		224.00	302.00	View chart
Regions Financial Corporation (RF)	0.0	$68k	+17%	2.6k	26.12	View chart
Cisco Systems (CSCO)	0.0	$68k	+31%	871.00	77.59	View chart
Williams Companies (WMB)	0.0	$68k		928.00	72.78	View chart
Intel Corporation (INTC)	0.0	$67k	+30%	1.5k	44.13	View chart
Oneok (OKE)	0.0	$67k	+18%	742.00	90.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$67k		662.00	100.57	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$66k		143.00	463.08	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$66k	-22%	859.00	76.54	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$64k	+302%	1.3k	49.99	View chart
Philip Morris International (PM)	0.0	$64k	+25%	384.00	165.34	View chart
Celestica (CLS)	0.0	$63k	+14%	223.00	281.68	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$62k	+3%	697.00	88.49	View chart
Fifth Third Ban (FITB)	0.0	$61k	+19%	1.3k	46.46	View chart
United Therapeutics Corporation (UTHR)	0.0	$61k	+3%	103.00	592.98	View chart
Global X Fds Global X Copper (COPX)	0.0	$61k	NEW	799.00	76.35	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$61k	+12%	4.2k	14.47	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$61k		2.3k	26.35	View chart
Home Depot (HD)	0.0	$59k		179.00	329.00	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$59k	+20%	6.0k	9.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$58k		1.0k	56.68	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.0	$57k		918.00	61.87	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$55k		961.00	57.56	View chart
Nextera Energy (NEE)	0.0	$55k	+23%	594.00	92.88	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$55k	+5%	507.00	108.01	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$54k	+10%	2.3k	23.14	View chart

Past Filings by Legacy Wealth Managment

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

Legacy Wealth Managment 2026 Q1 filed May 7, 2026
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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