Legacy Wealth Managment, LLC/ID 13F holdings

Filed 2026-08-13 · Legacy Wealth Managment, LLC/ID · 197 positions · $242.7M

Ticker	Company	Shares	Value	% of portfolio
—	NEOVOLTA INC	4.9M	$15.4M	6.4%
—	SIMPLIFY EXCHANGE TRADED FUN	584.4K	$13.8M	5.7%
BUFD	FIRST TR EXCHNG TRADED FD VI	260.5K	$7.7M	3.2%
BUFR	FIRST TR EXCHNG TRADED FD VI	191.7K	$7.0M	2.9%
BUFQ	FIRST TR EXCHNG TRADED FD VI	170.4K	$6.7M	2.8%
SCHG	SCHWAB STRATEGIC TR	184.1K	$6.2M	2.6%
STEX	STREAMEX CORP	6.5M	$5.6M	2.3%
BUFT	FIRST TR EXCHNG TRADED FD VI	207.4K	$5.4M	2.2%
BIL	SPDR SERIES TRUST	57.5K	$5.3M	2.2%
—	PERPETUALS.COM LTD	849.4K	$5.0M	2.1%
ALOY	REALLOYS INC	345.1K	$5.0M	2.1%
ICSH	ISHARES TR	93.8K	$4.7M	2.0%
BDYN	BLACKROCK ETF TRUST	161.9K	$4.5M	1.9%
—	LIXTE BIOTECHNOLOGY HLDGS IN	600.7K	$4.5M	1.8%
BDVL	BLACKROCK ETF TRUST	141.0K	$3.7M	1.5%
SNDK	SANDISK CORP	1.5K	$3.5M	1.4%
FTHI	FIRST TR EXCHANGE TRADED FD	138.0K	$3.3M	1.4%
FTSM	FIRST TR EXCHANGE-TRADED FD	55.0K	$3.3M	1.4%
RDVY	FIRST TR EXCHANGE TRADED FD	38.8K	$3.1M	1.3%
QQQM	INVESCO EXCH TRADED FD TR II	10.2K	$3.1M	1.3%
WDC	WESTERN DIGITAL CORP	4.7K	$3.0M	1.2%
DGRW	WISDOMTREE TR	29.9K	$2.9M	1.2%
FTXL	FIRST TR EXCHANGE TRADED FD	9.5K	$2.7M	1.1%
IVV	ISHARES TR	3.5K	$2.6M	1.1%
NVDA	NVIDIA CORPORATION	9.8K	$2.0M	0.8%
RDVI	FIRST TR EXCHANGE-TRADED FD	65.1K	$1.9M	0.8%
IEF	ISHARES TR	19.4K	$1.8M	0.8%
ACYN	FIRST TR EXCHANGE-TRADED FD	86.7K	$1.8M	0.7%
AAPL	APPLE INC	6.1K	$1.8M	0.7%
GRID	FIRST TR EXCHANGE-TRADED FD	9.0K	$1.7M	0.7%
KNG	FIRST TR EXCHANGE-TRADED FD	33.7K	$1.7M	0.7%
XLK	SELECT SECTOR SPDR TR	8.9K	$1.7M	0.7%
AIRR	FIRST TR EXCHANGE TRADED FD	12.5K	$1.7M	0.7%
XLF	SELECT SECTOR SPDR TR	30.5K	$1.6M	0.7%
AGG	ISHARES TR	16.4K	$1.6M	0.7%
CIBR	FIRST TR EXCHANGE-TRADED FD	18.0K	$1.6M	0.7%
JCPB	J P MORGAN EXCHANGE TRADED F	33.2K	$1.6M	0.6%
JBND	J P MORGAN EXCHANGE TRADED F	28.9K	$1.5M	0.6%
SHV	ISHARES TR	13.9K	$1.5M	0.6%
FLRT	PACER FDS TR	32.4K	$1.5M	0.6%
MTUM	ISHARES TR	4.3K	$1.5M	0.6%
IEFA	ISHARES TR	15.2K	$1.5M	0.6%
JEPI	J P MORGAN EXCHANGE TRADED F	25.3K	$1.4M	0.6%
WCMI	FIRST TR EXCHANGE-TRADED FD	71.2K	$1.4M	0.6%
MGK	VANGUARD WORLD FD	15.7K	$1.4M	0.6%
—	SIMPLIFY EXCHANGE TRADED FUN	61.7K	$1.3M	0.5%
HELO	J P MORGAN EXCHANGE TRADED F	19.6K	$1.3M	0.5%
SLV	ISHARES SILVER TR	23.9K	$1.3M	0.5%
VLUE	ISHARES TR	6.3K	$1.3M	0.5%
MLN	VANECK ETF TRUST	70.1K	$1.2M	0.5%
SPHQ	INVESCO EXCHANGE TRADED FD T	13.4K	$1.2M	0.5%
VTI	VANGUARD INDEX FDS	3.2K	$1.2M	0.5%
FTSL	FIRST TR EXCHANGE-TRADED FD	25.0K	$1.1M	0.5%
UCON	FIRST TR EXCHNG TRADED FD VI	44.9K	$1.1M	0.5%
GLDM	WORLD GOLD TR	14.0K	$1.1M	0.5%
MGV	VANGUARD WORLD FD	6.7K	$1.1M	0.5%
JSCP	J P MORGAN EXCHANGE TRADED F	23.1K	$1.1M	0.4%
IJH	ISHARES TR	13.9K	$1.1M	0.4%
QQQ	INVESCO QQQ TR	1.5K	$1.1M	0.4%
ILDR	FIRST TR EXCHNG TRADED FD VI	27.2K	$1.1M	0.4%

Ticker

Company

Value

% of portfolio

—

NEOVOLTA INC

4.9M

$15.4M

6.4%

—

SIMPLIFY EXCHANGE TRADED FUN

584.4K

$13.8M

5.7%

BUFD

FIRST TR EXCHNG TRADED FD VI

260.5K

$7.7M

3.2%

BUFR

FIRST TR EXCHNG TRADED FD VI

191.7K

$7.0M

2.9%

BUFQ

FIRST TR EXCHNG TRADED FD VI

170.4K

$6.7M

2.8%

SCHG

SCHWAB STRATEGIC TR

184.1K

$6.2M

2.6%

STEX

STREAMEX CORP

6.5M

$5.6M

2.3%

BUFT

FIRST TR EXCHNG TRADED FD VI

207.4K

$5.4M

2.2%

BIL

SPDR SERIES TRUST

57.5K

$5.3M

2.2%

—

PERPETUALS.COM LTD

849.4K

$5.0M

2.1%

ALOY

REALLOYS INC

345.1K

$5.0M

2.1%

ICSH

ISHARES TR

93.8K

$4.7M

2.0%

BDYN

BLACKROCK ETF TRUST

161.9K

$4.5M

1.9%

—

LIXTE BIOTECHNOLOGY HLDGS IN

600.7K

$4.5M

1.8%

BDVL

BLACKROCK ETF TRUST

141.0K

$3.7M

1.5%

SNDK

SANDISK CORP

1.5K

$3.5M

1.4%

FTHI

FIRST TR EXCHANGE TRADED FD

138.0K

$3.3M

1.4%

FTSM

FIRST TR EXCHANGE-TRADED FD

55.0K

$3.3M

1.4%

RDVY

FIRST TR EXCHANGE TRADED FD

38.8K

$3.1M

1.3%

QQQM

INVESCO EXCH TRADED FD TR II

10.2K

$3.1M

1.3%

WDC

WESTERN DIGITAL CORP

4.7K

$3.0M

1.2%

DGRW

WISDOMTREE TR

29.9K

$2.9M

1.2%

FTXL

FIRST TR EXCHANGE TRADED FD

9.5K

$2.7M

1.1%

IVV

ISHARES TR

3.5K

$2.6M

1.1%

NVDA

NVIDIA CORPORATION

9.8K

$2.0M

0.8%

RDVI

FIRST TR EXCHANGE-TRADED FD

65.1K

$1.9M

0.8%

IEF

ISHARES TR

19.4K

$1.8M

0.8%

ACYN

FIRST TR EXCHANGE-TRADED FD

86.7K

$1.8M

0.7%

AAPL

APPLE INC

6.1K

$1.8M

0.7%

GRID

FIRST TR EXCHANGE-TRADED FD

9.0K

$1.7M

0.7%

KNG

FIRST TR EXCHANGE-TRADED FD

33.7K

$1.7M

0.7%

XLK

SELECT SECTOR SPDR TR

8.9K

$1.7M

0.7%

AIRR

FIRST TR EXCHANGE TRADED FD

12.5K

$1.7M

0.7%

XLF

SELECT SECTOR SPDR TR

30.5K

$1.6M

0.7%

AGG

ISHARES TR

16.4K

$1.6M

0.7%

CIBR

FIRST TR EXCHANGE-TRADED FD

18.0K

$1.6M

0.7%

JCPB

J P MORGAN EXCHANGE TRADED F

33.2K

$1.6M

0.6%

JBND

J P MORGAN EXCHANGE TRADED F

28.9K

$1.5M

0.6%

SHV

ISHARES TR

13.9K

$1.5M

0.6%

FLRT

PACER FDS TR

32.4K

$1.5M

0.6%

MTUM

ISHARES TR

4.3K

$1.5M

0.6%

IEFA

ISHARES TR

15.2K

$1.5M

0.6%

JEPI

J P MORGAN EXCHANGE TRADED F

25.3K

$1.4M

0.6%

WCMI

FIRST TR EXCHANGE-TRADED FD

71.2K

$1.4M

0.6%

MGK

VANGUARD WORLD FD

15.7K

$1.4M

0.6%

—

SIMPLIFY EXCHANGE TRADED FUN

61.7K

$1.3M

0.5%

HELO

J P MORGAN EXCHANGE TRADED F

19.6K

$1.3M

0.5%

SLV

ISHARES SILVER TR

23.9K

$1.3M

0.5%

VLUE

ISHARES TR

6.3K

$1.3M

0.5%

MLN

VANECK ETF TRUST

70.1K

$1.2M

0.5%

SPHQ

INVESCO EXCHANGE TRADED FD T

13.4K

$1.2M

0.5%

VTI

VANGUARD INDEX FDS

3.2K

$1.2M

0.5%

FTSL

FIRST TR EXCHANGE-TRADED FD

25.0K

$1.1M

0.5%

UCON

FIRST TR EXCHNG TRADED FD VI

44.9K

$1.1M

0.5%

GLDM

WORLD GOLD TR

14.0K

$1.1M

0.5%

MGV

VANGUARD WORLD FD

6.7K

$1.1M

0.5%

JSCP

J P MORGAN EXCHANGE TRADED F

23.1K

$1.1M

0.4%

IJH

ISHARES TR

13.9K

$1.1M

0.4%

QQQ

INVESCO QQQ TR

1.5K

$1.1M

0.4%

ILDR

FIRST TR EXCHNG TRADED FD VI

27.2K

$1.1M

0.4%

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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