Legacy Wealth Managment, LLC/ID: 13F holdings
CIK 20450822026Q2
| Positions | 193 |
|---|
| Reported value | $242.7m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 193 (-845 vs prior quarter) |
|---|
| Reported value | $242.7m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NEOVOLTA INC | 4,896,515 | $15.4m | 6.4% |
| SIMPLIFY EXCHANGE TRADED FUN | 584,369 | $13.8m | 5.7% |
| BUFD FIRST TR EXCHNG TRADED FD VI | 260,471 | $7.7m | 3.2% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 191,704 | $7.0m | 2.9% |
| FDP FIRST TR EXCHNG TRADED FD VI | 170,386 | $6.7m | 2.8% |
| SCHG SCHWAB STRATEGIC TR | 184,085 | $6.2m | 2.6% |
| STREAMEX CORP | 6,530,074 | $5.6m | 2.3% |
| BUFT FIRST TR EXCHNG TRADED FD VI | 207,428 | $5.4m | 2.2% |
| BIL SPDR SERIES TRUST | 57,482 | $5.3m | 2.2% |
| PERPETUALS.COM LTD | 849,411 | $5.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045082")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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