Legacy Wealth Managment, LLC/ID
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,730
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 196 | 242,730 | 13F-HR | Legacy Wealth Managment, LLC/ID |
| Q1 2026 | 5/7/2026 | 1,043 | 201,189 | 13F-HR | Legacy Wealth Managment, LLC/ID |
| 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):
109
(0.0% of total reported value)
· QoQ Δ:
-268
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.85 K | 38.7% | 0 | 14.41 K | -14.41 K |
| ETFs | 145.9 K | 60.2% | 58.05 K | 0 | 58.05 K |
| Debt | 2.663 K | 1.1% | 0 | 1.788 K | -1.788 K |
| Other | 0 | 0.0% | 0 | 93 | -93 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
242,730
Holdings
196
QoQ value change ($000)
41,541
(20.6%)
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.