Legacy Wealth Managment, LLC/ID
Legacy Wealth Managment, LLC/ID reported 193 stocks worth $243M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NEOV (6.4%), XXV (5.7%) and BUFD (3.2%). Compared with Q1 2026, the fund opened new positions in SCHG, PDC and BDYN, added to BUFD, BUFR and BUFQ, trimmed NEOV, XXV and STEX and sold out of GLDM, AGGH and AGQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NEOV Neovolta Inc | $15.4M | 6.4% | 4.9M | −429K (−8%) | 8 of 8 | |
| 2 |  XXV Simplify Exchange Traded Fun | $13.8M | 5.7% | 584K | −311K (−35%) | 3 of 8 | |
| 3 |  BUFD First Trust | $7.7M | 3.2% | 260K | +5,887 (+2%) | 8 of 8 | |
| 4 |  BUFR First Trust | $7M | 2.9% | 192K | +12K (+7%) | 8 of 8 | |
| 5 |  BUFQ First TR Exchng Traded FD VI | $6.7M | 2.8% | 170K | +8,960 (+6%) | 8 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $6.2M | 2.6% | 184K | New position | 2 of 8 | |
| 7 |  STEX Biosig Technologies Inc | $5.6M | 2.3% | 6.5M | −499K (−7%) | 7 of 8 | |
| 8 |  BUFT First Trust | $5.4M | 2.2% | 207K | +6,455 (+3%) | 8 of 8 | |
| 9 |  BIL ST Stert Spdr Blmbg 1 3 | $5.3M | 2.2% | 57K | −12K (−17%) | 8 of 8 | |
| 10 |  PDC Perpetuals.com ADR | $5M | 2.1% | 849K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLDM World Gold TR | $1.2M | 13K |
 AGGH Simplify Exchange Traded Fun | $543K | 27K |
 AGQ Proshares TR II | $332K | 2,776 |
 MSTR Strategy Inc | $287K | 2,303 |
 VXUS Vanguard Star Fds | $238K | 3,083 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Legacy Wealth Managment, LLC/ID 13F FAQ
What does Legacy Wealth Managment, LLC/ID own?
Legacy Wealth Managment, LLC/ID reported 193 stocks worth $243M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NEOV (6.4%), XXV (5.7%) and BUFD (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Managment, LLC/ID buy and sell in Q2 2026?
Compared with Q1 2026: 29 new positions, 116 added to, 39 trimmed and 874 sold out. New positions include SCHG, PDC and BDYN. It sold all of GLDM, AGGH and AGQ.
When will Legacy Wealth Managment, LLC/ID file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Managment, LLC/ID's portfolio worth?
The Q2 2026 filing reports $243M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.