Legacy Wealth Managment, LLC/ID
13F Portfolio Filings
Most recent 13F Q1 2026Location boise, IDCIK 0002045082All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,043 | $201.19M | SIMPLIFY EXCHANGE TRADED FUN, NEOV, BSGM, BUFD | 13F-HR | May 7, 2026 | 000204508226000002 | ||
925 | $209M | BSGM, NEOV, SIMPLIFY EXCHANGE TRADED FUN, ICSH | 13F-HR | Feb 3, 2026 | 000204508226000001 | ||
776 | $221.21M | BSGM, NEOV, KRE, ORCL | 13F-HR | Nov 12, 2025 | 000204508225000005 | ||
748 | $192.15M | BSGM, NEOV, BITO, KRE | 13F-HR | Aug 6, 2025 | 000204485825000009 | ||
820 | $141.51M | DVN, KRE, BITO, ICSH | 13F-HR | May 16, 2025 | 000204485825000007 | ||
752 | $156.48M | NEOV, BITO, DVN, KRE | 13F-HR | Feb 13, 2025 | 000204508225000001 | ||
702 | $171.5M | NEOV, BITO, KRE, GBIL | 13F-HR | Nov 15, 2024 | 000204508224000001 |