Legacy Wealth Managment, LLC/ID

Q3 2025 13F Holdings

  • Location
    boise, ID
  • Num holdings

    776

  • Value ($000)

    $221,213

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002045082
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSGM

STREAMEX CORP

COM
09073N300
$43.30M
20 %

7,517,367

N
NEOV

NEOVOLTA INC

COM
640655106
$24.53M
11 %

5,499,261

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$6.95M
3 %

75,756

O
ORCL

ORACLE CORP

COM
68389X105
$6.52M
3 %

23,176

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$6.02M
3 %

180,112

B
BITO

PROSHARES TR

BITCOIN ETF
74347G440
$5.83M
3 %

296,446

E
ECC

EAGLE POINT CREDIT COMPANY I

COM
269808101
$5.64M
3 %

853,592

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$5.34M
2 %

105,164

F
FSK

FS KKR CAP CORP

COM
302635206
$4.29M
2 %

287,065

F
FMAY

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
33740F748
$4.25M
2 %

81,359

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