Legacy Wealth Managment, LLC/ID

Q1 2026 13F-HR Holdings

Location
Boise, ID
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
1,043
Total value ($000)
$201,189
Net value change ($000)
-7,810 (-3.7%)
New positions
157
Sold out positions
41
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XXV 3,449 20.5%
QQQM 2,054 2013.7%
WDC 1,996 199600.0%
ALOY 1,939 NEW
SNDK 1,560 NEW
WCMI 1,265 NEW
WORLD GOLD TR 1,223 NEW
FGD 934 NEW
BIL 926 17.0%
KNG 858 114.2%
Top Reduces (Value $000, Stocks/ETFs)
STEX -13,527 -63.0%
ORCL -4,431 -98.3%
ICSH -4,404 -45.9%
FTGS -2,590 -95.5%
FSK -1,530 -49.9%
QLD -1,174 -93.9%
UCON -1,138 -62.5%
SSO -1,105 -99.6%
CBOA -1,100 -93.5%
ECC -1,081 -33.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 377 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type