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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159M
$24.5 Million 16.86% of portfolio
5,499,261
Q3 2025 Added 20.41%
$0
$6.95 Million 4.78% of portfolio
75,756
Q3 2025 Reduced 9.65%
$601B
$6.52 Million 4.48% of portfolio
23,176
Q3 2025 Added 4,601.01%
$0
$6.02 Million 4.14% of portfolio
180,112
Q3 2025 Added 163.6%
$0
$5.83 Million 4.01% of portfolio
296,446
Q3 2025 Reduced 41.95%
$0
$5.64 Million 3.88% of portfolio
853,592
Q3 2025 Added 67.99%
$0
$5.34 Million 3.67% of portfolio
105,164
Q3 2025 Added 6.35%
$0
$4.29 Million 2.95% of portfolio
287,065
Q3 2025 Added 70.46%
$0
$4.25 Million 2.92% of portfolio
81,359
Q3 2025 New
$0
$3.75 Million 2.58% of portfolio
62,589
Q3 2025 Added 540.03%
$572M
$3.42 Million 2.35% of portfolio
360,943
Q3 2025 Added 4,580.88%
$0
$3.09 Million 2.13% of portfolio
111,970
Q3 2025 Added 5.11%
$0
$3.09 Million 2.12% of portfolio
30,824
Q3 2025 Added 34.83%
$0
$2.6 Million 1.79% of portfolio
74,616
Q3 2025 Added 4.46%
$1.95B
$2.41 Million 1.66% of portfolio
7,482
Q3 2025 Added 9.85%
$0
$2.04 Million 1.4% of portfolio
42,929
Q3 2025 Reduced 8.64%
$0
$1.94 Million 1.33% of portfolio
107,885
Q3 2025 Reduced 33.89%
$0
$1.9 Million 1.31% of portfolio
75,599
Q3 2025 Reduced 72.69%
$0
$1.75 Million 1.2% of portfolio
18,130
Q3 2025 Added 25.92%
$0
$1.73 Million 1.19% of portfolio
25,704
Q3 2025 Added 18.37%
$0
$1.72 Million 1.18% of portfolio
37,477
Q3 2025 Added 4.48%
$0
$1.57 Million 1.08% of portfolio
17,596
Q3 2025 Added 17.41%
$0
$1.56 Million 1.07% of portfolio
32,845
Q3 2025 Added 10.75%
$0
$1.52 Million 1.05% of portfolio
19,956
Q3 2025 Added 6,552.0%
$0
$1.51 Million 1.04% of portfolio
10,996
Q3 2025 Reduced 32.24%
$0
$1.49 Million 1.03% of portfolio
2,229
Q3 2025 Added 22.14%
$0
$1.46 Million 1.0% of portfolio
13,212
Q3 2025 Added 49.07%
$5.67B
$1.45 Million 1.0% of portfolio
4,500
Q4 2024 Reduced 25.31%
$0
$1.34 Million 0.92% of portfolio
43,143
Q3 2025 Added 1,576.11%
$0
$1.28 Million 0.88% of portfolio
25,407
Q3 2025 Added 9.08%
$0
$1.24 Million 0.85% of portfolio
11,060
Q3 2025 Reduced 36.22%
$130B
$1.24 Million 0.85% of portfolio
3,485
Q3 2025 Added 1,734.21%
$0
$1.03 Million 0.71% of portfolio
3,127
Q3 2025 Reduced 11.87%
$474B
$1.01 Million 0.7% of portfolio
5,439
Q3 2025 Added 3.56%
$4.38T
$1.02 Million 0.7% of portfolio
4,023
Q3 2025 Reduced 12.14%
$2.39T
$976,000 0.67% of portfolio
4,447
Q3 2025 Added 7.94%
$0
$930,000 0.64% of portfolio
16,996
Q3 2025 New
$0
$744,000 0.51% of portfolio
31,415
Q3 2025 Added 9.64%
$0
$709,000 0.49% of portfolio
9,332
Q3 2025 Added 13.78%
$0
$707,000 0.49% of portfolio
9,353
Q3 2025 Added 596.43%
$0
$694,000 0.48% of portfolio
16,156
Q3 2025 Reduced 15.67%
$0
$636,000 0.44% of portfolio
12,901
Q3 2025 Added 7.3%
$0
$642,000 0.44% of portfolio
4,252
Q3 2025 Added 13.48%
$0
$597,000 0.41% of portfolio
6,180
Q3 2025 Added 13.75%
$0
$595,000 0.41% of portfolio
28,731
Q3 2025 Added 6.05%
$3.8T
$551,000 0.38% of portfolio
1,064
Q3 2025 Added 1.82%
$0
$523,000 0.36% of portfolio
3,803
Q3 2025 Added 12.85%
$0
$447,000 0.31% of portfolio
8,978
Q3 2025 Added 911.04%
$409B
$436,000 0.3% of portfolio
472
Q3 2025 Added 11.58%

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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