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Legacy Wealth Managment, LLC/ID - Portfolio Stock Holdings

Legacy Wealth Managment, LLC/ID disclosed 1047 stock positions in a recent SEC 13F filing. $238,409,981 of stock holdings were filed, with the largest holdings including NEOV, XXV, and BUFD. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

Report Period:

June 30, 2026

No. of Stocks:

1047

Est. Stock Holding Value:

$238,409,981

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Legacy Wealth Managment, LLC/ID

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Legacy Wealth Managment, LLC/ID

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.