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 $2 Billions to $10 Billions
