Legacy Wealth Managment, LLC/ID
Q3 2025 13F Holdings
- Locationboise, ID
- Num holdings
776
- Value ($000)
$221,213
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002045082
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STREAMEX CORP | COM | 09073N300 | $43.3M | 20 % | 7,517,367 | ||
NEOVOLTA INC | COM | 640655106 | $24.53M | 11 % | 5,499,261 | ||
SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $6.95M | 3 % | 75,756 | ||
ORACLE CORP | COM | 68389X105 | $6.52M | 3 % | 23,176 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $6.02M | 3 % | 180,112 | ||
PROSHARES TR | BITCOIN ETF | 74347G440 | $5.83M | 3 % | 296,446 | ||
EAGLE POINT CREDIT COMPANY I | COM | 269808101 | $5.64M | 3 % | 853,592 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $5.34M | 2 % | 105,164 | ||
FS KKR CAP CORP | COM | 302635206 | $4.29M | 2 % | 287,065 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 | $4.25M | 2 % | 81,359 |
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