1y return−19.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $81 against $130 in the S&P 500.2
Legacy Wealth Managment, LLC/IDS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NEOVNeovolta Inc | $15.4M | 6.4% | −8.0% |
| XXVSimplify Exchange Traded Fun | $13.8M | 5.7% | −34.8% |
| BUFDFirst Tr Exchng Traded Fd Vi | $7.7M | 3.2% | +2.3% |
| BUFRFirst Tr Exchng Traded Fd Vi | $7.0M | 2.9% | +6.8% |
| BUFQFirst Tr Exchng Traded Fd Vi | $6.7M | 2.8% | +5.6% |
| SCHGSchwab Strategic Tr | $6.2M | 2.6% | New |
| STEXStreamex Corp | $5.6M | 2.3% | −7.1% |
| BUFTFirst Tr Exchng Traded Fd Vi | $5.4M | 2.2% | +3.2% |
| BILSpdr Series Trust | $5.3M | 2.2% | −17.4% |
| PDCPerpetuals.com Ltd | $5.0M | 2.1% | New |
| ALOYRealloys Inc | $5.0M | 2.1% | +73.7% |
| ICSHIshares Tr | $4.7M | 2.0% | −8.5% |
| BDYNBlackrock Etf Trust | $4.5M | 1.9% | New |
| NMADLixte Biotechnology Hldgs In | $4.5M | 1.8% | New |
| BDVLBlackrock Etf Trust | $3.7M | 1.5% | New |
| SNDKSandisk Corp | $3.5M | 1.4% | −37.6% |
| FTHIFirst Tr Exchange Traded Fd | $3.3M | 1.4% | +95.6% |
| FTSMFirst Tr Exchange-traded Fd | $3.3M | 1.4% | −4.6% |
| RDVYFirst Tr Exchange Traded Fd | $3.1M | 1.3% | +15.1% |
| QQQMInvesco Exch Traded Fd Tr II | $3.1M | 1.3% | +12.9% |
| WDCWestern Digital Corp | $3.0M | 1.2% | −36.0% |
| DGRWWisdomtree Tr | $2.9M | 1.2% | +13.4% |
| FTXLFirst Tr Exchange Traded Fd | $2.7M | 1.1% | +23.4% |
| IVVIshares Tr | $2.6M | 1.1% | +53.4% |
| NVDANvidia Corporation | $2.0M | 0.8% | +30.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $3.0M |
| FTXLFirst Tr Exchange Traded Fd | September 30, 2024 | +205.5% | $2.7M |
| AIRRFirst Tr Exchange Traded Fd | September 30, 2024 | +78.5% | $1.7M |
| XLKSelect Sector Spdr Tr | September 30, 2024 | +68.8% | $1.7M |
| NVDANvidia Corporation | September 30, 2024 | +64.8% | $2.0M |
| CIBRFirst Tr Exchange-traded Fd | September 30, 2024 | +51.7% | $1.6M |
| QQQMInvesco Exch Traded Fd Tr II | September 30, 2024 | +50.8% | $3.1M |
| GRIDFirst Tr Exchange-traded Fd | September 30, 2024 | +50.7% | $1.7M |
| ALOYRealloys Inc | March 31, 2026 | +48.1% | $5.0M |
| RDVYFirst Tr Exchange Traded Fd | September 30, 2024 | +36.9% | $3.1M |
Sold off last quarter
- World Gold TrCUSIP 981475739 was $1.2M
- AGGHSimplify Exchange Traded Fun was $543K
- AGQProshares Tr II was $332K
- MSTRStrategy Inc was $287K
- VXUSVanguard Star Fds was $238K
- Proshares TrCUSIP 74349Y498 was $237K
- BPBp PLC was $235K
- PHParker-hannifin Corp was $234K
- SQMXFirst Tr Exchng Traded Fd Vi was $193K
- VMBSVanguard Scottsdale Fds was $186K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.7% | +14.8% |
| March 31, 2026 | −10.7% | −4.6% |
| December 31, 2025 | −16.2% | +2.4% |
| September 30, 2025 | +1.9% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −11.7% | −4.6% |
| December 31, 2024 | +6.8% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Wealth Managment, LLC/ID Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2045082&type=13F-HR&dateb=&owner=include&count=40CIK 2045082
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2045082/000204508226000005/Filed August 13, 2026 · accession 0002045082-26-000005