Legacy Wealth Managment, Llc/Id Portfolio Holdings

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

Legacy Wealth Managment, Llc/Id has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Million distributed in 823 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neo Volta Inc. with a value of $24.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $6.95M, Oracle Corp with a value of $6.52M, First Tr Ex Td Viii Ft Cboe Ve with a value of $6.02M, and Proshares Tr Bitcoin Strategy with a value of $5.83M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $120M to 145M.

Legacy Wealth Managment, Llc/Id is based out at Boise, ID

Below you can find more details about Legacy Wealth Managment, Llc/Id portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $78 Million
Industrials: $25.3 Million
Financial Services: $15 Million
Technology: $14.3 Million
Energy: $1.67 Million
Consumer Cyclical: $1.67 Million
Communication Services: $841,000
Consumer Defensive: $643,000
Other: $1.04 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.64 Million 3.88% of portfolio
853,592
Q3 2025 Added 67.99%
$0
$4.29 Million 2.95% of portfolio
287,065
Q3 2025 Added 70.46%
$0
$322,000 0.22% of portfolio
87,507
Q3 2025 Added 6.71%
$0
$42,000 0.03% of portfolio
1,448
Q3 2025 Added 2.48%
$0
$33,000 0.02% of portfolio
5,237
Q3 2025 Reduced 0.63%
$0
$26,000 0.02% of portfolio
2,162
Q3 2025 New
$0
$10,000 0.01% of portfolio
3,639
Q3 2025 Added 469.48%
$0
$21,000 0.01% of portfolio
2,154
Q3 2025 New
$0
$15,000 0.01% of portfolio
1,687
Q3 2025 New
$0
$1,000 0.0% of portfolio
89
Q4 2024 Reduced 2.2%
$0
$1,000 0.0% of portfolio
45
Q3 2025 Reduced 97.04%
$0
$1,000 0.0% of portfolio
98
Q3 2025 New
$0
$4,000 0.0% of portfolio
700
Q3 2025 New
$0
$0 0.0% of portfolio
1
Q3 2025 New
$0
$7,000 0.0% of portfolio
2,500
Q3 2024 New
$0
$1,000 0.0% of portfolio
97
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 823
  • Current Value $145 Million
  • Prior Value $120 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 98 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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