account_balance
Investment manager · 13F filer · SEC CIK 2045082
Legacy Wealth Managment, LLC
Reported value$218Mas of Sep 30, 2026
Positions213 61 new, 41 sold out
Top 10 weight33.9%WHK alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WHKWhitehawk Minerals Corp
8.1%New
NEOVNeovolta Inc
5.6%Trimmed −15%
XXVSimplify Exchange Traded Fun
4.4%Trimmed −23%
ICSHiShares Tr
2.6%Added +21%
IVViShares Tr
2.6%Added +114%
BILSPDR Series Trust
2.6%Added +6%
BUFRFirst Tr Exchng Traded Fd Vi
2.3%Trimmed −29%
BUFDFirst Tr Exchng Traded Fd Vi
2.2%Trimmed −40%
BUFQFirst Tr Exchng Traded Fd Vi
1.9%Trimmed −39%
BDYNBlackRock ETF Trust
1.7%Trimmed −16%
BUFTFirst Tr Exchng Traded Fd Vi
1.6%Trimmed −37%
ACYNFirst Tr Exchange-traded Fd
1.5%Added +89%
WHKWhitehawk Minerals Corp
8.1%New
NEOVNeovolta Inc
5.6%Trimmed −15%
XXV4.4%
ICSH2.6%
IVV2.6%
BIL2.6%
BUFR2.3%
BUFD2.2%
BUFQ1.9%
BDYN1.7%
BUFT1.6%
ACYN1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WHK Whitehawk Minerals Corp 8.1% NewNEOV Neovolta Inc 5.6% Trimmed −15%
XXV Simplify Exchange Traded Fun 4.4% Trimmed −23%
ICSH iShares Tr 2.6% Added +21%
IVV iShares Tr 2.6% Added +114%
BIL SPDR Series Trust 2.6% Added +6%
BUFR First Tr Exchng Traded Fd Vi 2.3% Trimmed −29%
BUFD First Tr Exchng Traded Fd Vi 2.2% Trimmed −40%
BUFQ First Tr Exchng Traded Fd Vi 1.9% Trimmed −39%
BDYN BlackRock ETF Trust 1.7% Trimmed −16%
BUFT First Tr Exchng Traded Fd Vi 1.6% Trimmed −37%
ACYN First Tr Exchange-traded Fd 1.5% Added +89%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- WHK $17.8M
- JAAA $2.96M
- BFLX $2.31M
- JPST $1.71M
arrow_upwardAdded
- SGOV +240%
- ACYS +162%
- VTEB +150%
- PULS +138%
arrow_downwardTrimmed
- JBND −66%
- JCPB −66%
- AGG −65%
- IEF −65%
remove_circleSold out
- HIGH $1.33M
- SPHQ $1.2M
- UCON $1.12M
- YGLD $1.05M