Q2 2026 13F · SEC CIK 2045082

Legacy Wealth Managment, LLC/ID

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $242.6M
Reported positions: 193
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Legacy Wealth Managment, LLC/ID is a wealth manager that reported 193 positions worth $242.6M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Neovolta Inc (NEOV, 6.4%), Simplify Exchange Traded Fun (XXV, 5.7%), First Tr Exchng Traded Fd Vi (BUFD, 3.2%).

Legacy Wealth Managment, LLC/ID holdings largest 50 of 193 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Wealth Managment, LLC/ID 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NEOVNeovolta Inc	6.4%	8.2%	4,896,515	-8.0%	$15.4M
XXVSimplify Exchange Traded Fun	5.7%	10.1%	584,369	-34.8%	$13.8M
BUFDFirst Tr Exchng Traded Fd Vi	3.2%	3.5%	260,471	+2.3%	$7.7M
BUFRFirst Tr Exchng Traded Fd Vi	2.9%	3.0%	191,704	+6.8%	$7.0M
BUFQFirst Tr Exchng Traded Fd Vi	2.8%	2.8%	170,386	+5.6%	$6.7M
SCHGSchwab Strategic Tr	2.6%	—	184,085	—	$6.2M
STEXStreamex Corp.	2.3%	4.0%	6,530,074	-7.1%	$5.6M
BUFTFirst Tr Exchng Traded Fd Vi	2.2%	2.5%	207,428	+3.2%	$5.4M
BILSpdr Series Trust	2.2%	3.2%	57,482	-17.4%	$5.3M
ELWSPerpetuals.com Ltd	2.1%	—	849,411	—	$5.0M
BLBXRealloys Inc	2.1%	1.0%	345,145	+73.7%	$5.0M
ICSHIshares Tr	2.0%	2.6%	93,803	-8.5%	$4.7M
BDYNBlackrock ETF Trust	1.9%	—	161,892	—	$4.5M
NMADLixte Biotechnology Hldgs in	1.8%	—	600,669	—	$4.5M
BDVLBlackrock ETF Trust	1.5%	—	140,966	—	$3.7M
SNDKSandisk Corp	1.4%	0.8%	1,533	-37.6%	$3.5M
FTHIFirst Tr Exchange Traded Fd	1.4%	0.8%	137,965	+95.6%	$3.3M
FTSMFirst Tr Exchange-Traded Fd	1.4%	1.7%	54,969	-4.6%	$3.3M
RDVYFirst Tr Exchange Traded Fd	1.3%	1.1%	38,798	+15.1%	$3.1M
QQQMInvesco Exch Traded Fd Tr II	1.3%	1.1%	10,250	+12.9%	$3.1M
WDCWestern Digital Corp Com	1.2%	1.0%	4,722	-36.0%	$3.0M
DGRWWisdomtree Tr	1.2%	1.2%	29,924	+13.4%	$2.9M
FTXLFirst Tr Exchange Traded Fd	1.1%	0.6%	9,476	+23.4%	$2.7M
IVVIshares Tr	1.1%	0.7%	3,495	+53.4%	$2.6M
NVDANvidia Corporation	0.8%	0.7%	9,792	+30.3%	$2.0M
RDVIFirst Tr Exchange-Traded Fd	0.8%	0.8%	65,052	+4.9%	$1.9M
IEFIshares Tr	0.8%	1.0%	19,407	-4.7%	$1.8M
ACYNFirst Tr Exchange-Traded Fd	0.7%	—	86,650	—	$1.8M
AAPLApple Inc	0.7%	0.7%	6,061	+10.4%	$1.8M
GRIDFirst Tr Exchange-Traded Fd	0.7%	0.6%	8,994	+19.0%	$1.7M
KNGFirst Tr Exchange-Traded Fd	0.7%	0.8%	33,700	+2.1%	$1.7M
XLKSelect Sector Spdr Tr	0.7%	—	8,880	—	$1.7M
AIRRFirst Tr Exchange Traded Fd	0.7%	0.5%	12,518	+26.1%	$1.7M
XLFSelect Sector Spdr Tr	0.7%	—	30,472	—	$1.6M
AGGIshares Tr	0.7%	0.5%	16,428	+62.5%	$1.6M
CIBRFirst Tr Exchange-Traded Fd	0.7%	—	17,991	—	$1.6M
JCPBJ P Morgan Exchange Traded F	0.6%	1.0%	33,224	-22.1%	$1.6M
JBNDJ P Morgan Exchange Traded F	0.6%	1.0%	28,880	-23.9%	$1.5M
SHVIshares Tr	0.6%	0.6%	13,898	+25.0%	$1.5M
FLRTPacer Fds Tr	0.6%	0.8%	32,386	-2.9%	$1.5M
MTUMIshares Tr	0.6%	—	4,293	—	$1.5M
IEFAIshares Tr	0.6%	—	15,160	—	$1.5M
JEPIJ P Morgan Exchange Traded F	0.6%	—	25,302	—	$1.4M
WCMIFirst Tr Exchange-Traded Fd	0.6%	0.6%	71,227	-5.5%	$1.4M
MGKVanguard World Fd	0.6%	0.6%	15,658	+412.0%	$1.4M
HIGHSimplify Exchange Traded Fun	0.6%	—	61,667	—	$1.3M
HELOJ P Morgan Exchange Traded F	0.5%	0.8%	19,604	-20.6%	$1.3M
SLVIshares Silver Tr	0.5%	—	23,885	—	$1.3M
VLUEIshares Tr	0.5%	—	6,298	—	$1.3M
MLNVaneck ETF Trust	0.5%	—	70,120	—	$1.2M

What Legacy Wealth Managment, LLC/ID bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -35.0% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$242.6M	193
Q1 2026	$200.8M	1,037
Q4 2025	$208.8M	920
Q3 2025	$221.0M	774
Q2 2025	$189.0M	741
Q1 2025	$137.7M	812
Q4 2024	$152.3M	745
Q3 2024	$163.8M	698

Questions about Legacy Wealth Managment, LLC/ID's portfolio

What stocks does Legacy Wealth Managment, LLC/ID own?

Legacy Wealth Managment, LLC/ID's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 193 positions worth $242.6M. The largest are Neovolta Inc (NEOV) at 6.4%, Simplify Exchange Traded Fun (XXV) at 5.7%, First Tr Exchng Traded Fd Vi (BUFD) at 3.2%, First Tr Exchng Traded Fd Vi (BUFR) at 2.9% and First Tr Exchng Traded Fd Vi (BUFQ) at 2.8%.

What did Legacy Wealth Managment, LLC/ID buy last quarter?

In Q2 2026, Legacy Wealth Managment, LLC/ID added Vanguard World Fd (MGK) (+412.0% shares), First Tr Exchange Traded Fd (FTHI) (+95.6% shares) and Realloys Inc (BLBX) (+73.7% shares), compared with its Q1 2026 filing.

What did Legacy Wealth Managment, LLC/ID sell last quarter?

In Q2 2026, Legacy Wealth Managment, LLC/ID cut from its top 50 Proshares Tr (BITO), cut from its top 50 Eagle Point Cr Co (ECC), cut from its top 50 Viper Energy Inc (VNOM), cut from its top 50 Simplify Exchange Traded Fun (YGLD), cut from its top 50 Goldman Sachs ETF Tr (GBIL), Sandisk Corp (SNDK) (-37.6% shares), Western Digital Corp Com (WDC) (-36.0% shares) and Simplify Exchange Traded Fun (XXV) (-34.8% shares), compared with its Q1 2026 filing.

When is Legacy Wealth Managment, LLC/ID's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Wealth Managment, LLC/ID's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.