StockDriftsStockDriftsTop 50 Legacy Wealth Managment LLC Id Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEOV | NEOVOLTA INC | 6.36% | 4.90M | $15.4M | -8.05%(-428.51K) | $3.07(+10.97%) | 2026-06-30 | |
| XXV | SIMPLIFY EXCHANGE TRADED FUN | 5.7% | 584.4K | $13.8M | -34.75%(-311.27K) | $25.07(-4.31%) | 2026-06-30 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 3.19% | 260.5K | $7.7M | +2.31%(+5.89K) | $26.83(+12.90%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.89% | 191.7K | $7.0M | +6.79%(+12.19K) | $31.21(+19.93%) | 2026-06-30 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 2.76% | 170.4K | $6.7M | +5.55%(+8.96K) | $33.49(+18.78%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.57% | 184.1K | $6.2M | new | $30.98(+16.03%) | 2026-06-30 | |
| STEX | STREAMEX CORP | 2.29% | 6.53M | $5.6M | -7.10%(-499.28K) | $1.70(-49.34%) | 2026-06-30 | |
| BUFT | FIRST TR EXCHNG TRADED FD VI | 2.21% | 207.4K | $5.4M | +3.21%(+6.46K) | $23.64(+11.10%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.17% | 57.5K | $5.3M | -17.38%(-12.10K) | $91.72(-0.23%) | 2026-06-30 | |
| PDC | PERPETUALS.COM LTD | 2.07% | 849.4K | $5.0M | new | $5.46(-41.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.73% |
Legacy Wealth Managment LLC Id reports $242.73M in US-listed equity holdings across 193 positions in its most recent 13F filing. Its largest disclosed positions are NEOV (6.4%), XXV (5.7%) and BUFD (3.2%). The top 20 holdings account for 48.16% of reported assets. Its disclosed equity book has returned -3.90% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Wealth Managment LLC Id’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045082). View Legacy Wealth Managment LLC Id’s 13F filings on SEC