Legacy Wealth Managment, LLC/ID
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 208,999
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 925 | 208,999 | 13F-HR | Legacy Wealth Managment, LLC/ID |
| Q3 2025 | 11/12/2025 | 776 | 221,213 | 13F-HR | Legacy Wealth Managment, LLC/ID |
| Q2 2025 | 8/6/2025 | 748 | 192,146 | 13F-HR | Legacy Wealth Managment, LLC/ID |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
234
(0.1% of total reported value)
· QoQ Δ:
+22
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 185.2 K | 88.8% | 0 | 10.87 K | -10.87 K |
| ETFs | 19.29 K | 9.2% | 0 | 1.176 K | -1.176 K |
| Debt | 4.063 K | 1.9% | 0 | 262 | -262 |
| Other | 92 | 0.0% | 82 | 0 | 82 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
208,999
Holdings
925
QoQ value change ($000)
-12,214
(-5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.