Legacy Wealth Managment, LLC/ID

Est. AUM

$95.9M

13F long equity, this entity only

Positions

1,030

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$6.4M	69577	6.65%	SOLE
2	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$3.4M	57640	3.59%	SOLE
3	PROSHARES TR	BITCOIN ETF	$2.4M	261051	2.53%	SOLE
4	WISDOMTREE TR	US QTLY DIV GRT	$2.3M	26399	2.42%	SOLE
5	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.3M	33709	2.40%	SOLE
6	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.2M	9075	2.25%	SOLE
7	WESTERN DIGITAL CORP	COM	$2.0M	7383	2.08%	SOLE
8	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.9M	18515	1.93%	SOLE
9	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$1.6M	70540	1.69%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$1.6M	33023	1.68%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$1.6M	62022	1.65%	SOLE
12	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.6M	24693	1.65%	SOLE
13	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$1.6M	35060	1.64%	SOLE
14	SANDISK CORP	COM	$1.6M	2456	1.63%	SOLE
15	PACER FDS TR	ARISTOTLE PACIFI	$1.5M	33367	1.61%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$1.5M	2278	1.55%	SOLE
17	APPLE INC	COM	$1.4M	5490	1.45%	SOLE
18	NVIDIA CORPORATION	COM	$1.3M	7514	1.37%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.2M	7557	1.29%	SOLE
20	ISHARES TR	TRUST ISHARE 0-1	$1.2M	11114	1.28%	SOLE
21	FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$1.1M	7676	1.18%	SOLE
22	VANGUARD WORLD FD	MEGA GRWTH IND	$1.1M	3058	1.17%	SOLE
23	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.1M	9929	1.15%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3318	1.11%	SOLE
25	SPDR GOLD TR	GOLD SHS	$1.0M	2439	1.09%	SOLE
26	ISHARES TR	CORE US AGGBD ET	$1.0M	10111	1.05%	SOLE
27	VANGUARD WORLD FD	MEGA CAP VAL ETF	$977K	6743	1.02%	SOLE
28	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$977K	15589	1.02%	SOLE
29	VANECK ETF TRUST	GOLD MINERS ETF	$972K	10597	1.01%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$934K	29238	0.97%	SOLE
31	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$846K	32213	0.88%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	ENERGY INM PARTN	$837K	26021	0.87%	SOLE
33	WEC ENERGY GROUP INC	COM	$780K	6740	0.81%	SOLE
34	VANGUARD INDEX FDS	GROWTH ETF	$778K	1781	0.81%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$770K	25860	0.80%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$754K	1306	0.79%	SOLE
37	ADVISORSHARES TR	Q DYNAMIC GROWTH	$732K	17280	0.76%	SOLE
38	TESLA INC	COM	$673K	1810	0.70%	SOLE
39	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$643K	13596	0.67%	SOLE
40	FTAI INFRASTRUCTURE INC	COMMON STOCK	$635K	128589	0.66%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$614K	11620	0.64%	SOLE
42	ISHARES TR	CORE S&P MCP ETF	$590K	8731	0.62%	SOLE
43	VOLATILITY SHS TR	2X ETHER ETF NEW	$581K	25992	0.61%	SOLE
44	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$580K	24666	0.60%	SOLE
45	ISHARES TR	ESG AWR MSCI USA	$571K	4040	0.60%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$553K	555	0.58%	SOLE
47	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$543K	26692	0.57%	SOLE
48	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$501K	13049	0.52%	SOLE
49	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$486K	6595	0.51%	SOLE
50	ALPHABET INC	CAP STK CL A	$460K	1601	0.48%	SOLE

1–50 of 1,030

1 / 21

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.