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 $242.7M across 193 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NEOV ($15.4M, 6.35%), XXV ($13.8M, 5.69%), BUFD ($7.7M, 3.19%), BUFR ($7.0M, 2.89%), BUFQ ($6.7M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEOV | NEOVOLTA INC | $15.4M | 6.35% | 4.9M | Trimmed |
| 2 | XXV | SIMPLIFY EXCHANGE TRADED FUN | $13.8M | 5.69% | 584,369 | Trimmed |
| 3 | BUFD | FIRST TR EXCHNG TRADED FD VI | $7.7M | 3.19% | 260,471 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $7.0M | 2.89% | 191,704 | Added |
| 5 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $6.7M | 2.76% | 170,386 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $6.2M | 2.57% | 184,085 | New |
| 7 | STEX | STREAMEX CORP | $5.6M | 2.29% | 6.5M | Trimmed |
| 8 | BUFT | FIRST TR EXCHNG TRADED FD VI | $5.4M | 2.21% | 207,428 | Added |
| 9 | BIL | SPDR SERIES TRUST | $5.3M | 2.17% | 57,482 | Trimmed |
| 10 | PDC | PERPETUALS.COM LTD | $5.0M | 2.06% | 849,411 | New |
| 11 | ALOY | REALLOYS INC | $5.0M | 2.05% | 345,145 | Added |
| 12 | ICSH | ISHARES TR | $4.7M | 1.95% | 93,803 | Trimmed |
| 13 | BDYN | BLACKROCK ETF TRUST | $4.5M | 1.85% | 161,892 | New |
| 14 | LIXT | LIXTE BIOTECHNOLOGY HLDGS IN | $4.5M | 1.84% | 600,669 | New |
| 15 | BDVL | BLACKROCK ETF TRUST | $3.7M | 1.51% | 140,966 | New |
| 16 | SNDK | SANDISK CORP | $3.5M | 1.44% | 1,533 | Trimmed |
| 17 | FTHI | FIRST TR EXCHANGE TRADED FD | $3.3M | 1.36% | 137,965 | Added |
| 18 | FTSM | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.35% | 54,969 | Trimmed |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.1M | 1.30% | 38,798 | Added |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $3.1M | 1.28% | 10,250 | Added |
| 21 | WDC | WESTERN DIGITAL CORP | $3.0M | 1.24% | 4,722 | Trimmed |
| 22 | DGRW | WISDOMTREE TR | $2.9M | 1.18% | 29,924 | Added |
| 23 | FTXL | FIRST TR EXCHANGE TRADED FD | $2.7M | 1.11% | 9,476 | Added |
| 24 | IVV | ISHARES TR | $2.6M | 1.08% | 3,495 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $2.0M | 0.81% | 9,792 | Added |
Source: SEC Form 13F filings · as of 2026-06-30