Legacy Wealth Managment

Legacy Wealth Managment as of June 30, 2026

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