Legacy Wealth Managment, LLC/ID
Q4 2025 13F Holdings
- Locationboise, ID
- Num holdings
925
- Value ($000)
$208,999
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STREAMEX CORP | COM | 09073N300 | $21.47M | 10 % | 7,085,733 | ||
NEOVOLTA INC | COM | 640655106 | $17.23M | 8 % | 5,669,083 | ||
SIMPLIFY EXCHANGE TRADED FUN | ANCORATO TARGET | 82889N343 | $16.85M | 8 % | 662,452 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $9.59M | 5 % | 189,695 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $6.79M | 3 % | 240,409 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $5.76M | 3 % | 160,801 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $5.71M | 3 % | 166,789 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $5.45M | 3 % | 59,637 | ||
FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 33740U760 | $4.83M | 2 % | 196,128 | ||
ORACLE CORP | COM | 68389X105 | $4.51M | 2 % | 23,130 |
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