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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 yesterday.

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.