Legacy Wealth Managment, LLC/ID - Portfolio overview

Legacy Wealth Managment, LLC/ID has 1113 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. NEOV - NEOVOLTA INC, 10.45%
2. BUFD - FIRST TR EXCHNG TRADED FD VI, 4.53%
3. BIL - SPDR SERIES TRUST, 4.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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