Legacy Wealth Managment, LLC/ID
Q1 2026 13F Holdings
- Locationboise, ID
- Num holdings
1,043
- Value ($000)
$201,189
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0002045082
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SIMPLIFY EXCHANGE TRADED FUN | ANCORATO TARGET | 82889N343 | $20.3M | 10 % | 895,642 | ||
NEOVOLTA INC | COM | 640655106 | $16.4M | 8 % | 5,325,024 | ||
STREAMEX CORP | COM | 09073N300 | $7.94M | 4 % | 7,029,351 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $7.13M | 4 % | 254,584 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $6.38M | 3 % | 69,577 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $6.06M | 3 % | 179,513 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $5.7M | 3 % | 161,426 | ||
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $5.19M | 3 % | 102,539 | ||
FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 33740U760 | $4.99M | 3 % | 200,973 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $3.45M | 2 % | 57,640 |
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