Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Wealth Managment, LLC/ID (CIK 2045082) reported $201.2M across 1,007 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYC ($20.3M, 10.09%), NEOV ($16.4M, 8.15%), BSGM ($8.0M, 3.95%), BUFD ($7.1M, 3.54%), BIL ($6.4M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | $20.3M | 10.09% | 895,642 | Added |
| 2 | NEOV | NEOVOLTA INC | $16.4M | 8.15% | 5.3M | Trimmed |
| 3 | BSGM | STREAMEX CORP | $8.0M | 3.95% | 7.0M | Trimmed |
| 4 | BUFD | FIRST TR EXCHNG TRADED FD VI | $7.1M | 3.54% | 254,584 | Added |
| 5 | BIL | SPDR SERIES TRUST | $6.4M | 3.17% | 69,577 | Added |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $6.1M | 3.01% | 179,513 | Added |
| 7 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $5.7M | 2.83% | 161,426 | Added |
| 8 | ICSH | ISHARES TR | $5.2M | 2.58% | 102,539 | Trimmed |
| 9 | BUFT | FIRST TR EXCHNG TRADED FD VI | $5.0M | 2.48% | 200,973 | Added |
| 10 | FTSM | FIRST TR EXCHANGE-TRADED FD | $3.4M | 1.71% | 57,640 | Trimmed |
| 11 | BITO | PROSHARES TR | $2.4M | 1.21% | 261,051 | Added |
| 12 | DGRW | WISDOMTREE TR | $2.3M | 1.15% | 26,399 | Trimmed |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.3M | 1.14% | 33,709 | Trimmed |
| 14 | ECC | EAGLE POINT CREDIT COMPANY I | $2.2M | 1.08% | 575,559 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $2.2M | 1.07% | 9,075 | Added |
| 16 | YGLD | SIMPLIFY EXCHANGE TRADED FUN | $2.1M | 1.06% | 53,320 | Trimmed |
| 17 | VNOM | VIPER ENERGY INC | $2.1M | 1.06% | 45,585 | Added |
| 18 | JBND | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.01% | 37,939 | Added |
| 19 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.00% | 42,652 | Added |
| 20 | WDC | WESTERN DIGITAL CORP | $2.0M | 0.99% | 7,383 | Added |
| 21 | IEF | ISHARES TR | $1.9M | 0.97% | 20,374 | Added |
| 22 | REALLOYS INC | $1.9M | 0.96% | 198,687 | New | |
| 23 | GBIL | GOLDMAN SACHS ETF TR | $1.9M | 0.92% | 18,515 | Trimmed |
| 24 | MSIF | MSC INCOME FUND INC | $1.7M | 0.84% | 138,174 | Added |
| 25 | KNG | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.80% | 33,023 | Added |
Source: SEC Form 13F filings · as of 2026-03-31