Legacy Wealth Managment, LLC/ID
Filing Date
Global Rank
#6,122
/ 8,232
▼ 12
Top Industry
Electrical Equipment & Parts
27.5%
3Y Alpha vs SPY
-44.8%
Period ended 2 months ago
Filed May 7, 2026 · 38d
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-40.9%
SPY
+27.3%
Annualised alpha
-44.8%
Max drawdown
−62.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
642 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.3%
−2.4 pts
Top 5
47.2%
−16.5 pts
Top 10
59.8%
−14.7 pts
HHI
882
Diversified−477
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 28.9% | $18,731,273 |
| Financial Services | 26.1% | $16,938,430 |
| Technology | 15.3% | $9,928,547 |
| Unclassified | 7.6% | $4,927,401 |
| Energy | 6.0% | $3,905,533 |
| Consumer Cyclical | 3.8% | $2,466,954 |
| Basic Materials | 3.4% | $2,176,369 |
| Utilities | 2.2% | $1,441,087 |
| Consumer Defensive | 1.8% | $1,192,965 |
| Healthcare | 1.8% | $1,186,836 |
| Communication Services | 1.7% | $1,097,225 |
| Real Estate | 1.4% | $920,390 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FIP | FTAI Infrastructure Inc. | +95,498 | 128,589 | $635,229 | |
| CLGN | CollPlant Biotechnologies Ltd | +19,707 | 23,179 | $12,423 | |
| PRPL | Purple Innovation, Inc. | +13,992 | 57,612 | $38,081 | |
| SLV | iShares Silver Trust | +13,559 | 13,762 | $937,741 | |
| ECC | Eagle Point Credit Co | +12,253 | 575,559 | $2,164,100 | |
| WDC | Western Digital Corp | +7,376 | 7,383 | $1,997,027 | |
| MSIF | Msc Income Fund, Inc. | +3,767 | 138,174 | $1,682,958 | |
| VNOM | Viper Energy, Inc. | +3,497 | 45,585 | $2,142,038 | |
| IBIT | iShares Bitcoin Trust ETF | +2,002 | 13,049 | $501,342 | |
| ASTS | AST SpaceMobile, Inc. | +1,299 | 1,330 | $110,217 | |
| F | Ford Motor Co | +1,230 | 2,365 | $27,292 | |
| GDLC | Grayscale CoinDesk Crypto 5 ETF | +1,165 | 2,801 | $87,363 | |
| CMCSA | Comcast Corp | +1,060 | 1,521 | $43,667 | |
| OXLC | Oxford Lane Capital Corp. | +1,040 | 6,010 | $58,777 | |
| MSTR | Strategy Inc | +875 | 2,303 | $287,414 | |
| FLNG | Flex LNG Ltd. | +825 | 8,610 | $255,803 | |
| PFE | Pfizer Inc | +816 | 2,566 | $72,053 | |
| TSLA | Tesla, Inc. | +677 | 2,010 | $747,217 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +570 | 1,966 | $38,887 | |
| NVDA | Nvidia Corp | +471 | 8,014 | $1,397,641 | |
| KRP | Kimbell Royalty Partners, LP | +466 | 4,192 | $60,658 | |
| RF | Regions Financial Corp | +381 | 2,589 | $67,624 | |
| PPLT | abrdn Platinum ETF Trust | +375 | 475 | $84,659 | |
| SPY | Spdr S&P 500 ETF Trust | +369 | 717 | $466,293 | |
| INTC | Intel Corp | +360 | 1,525 | $67,298 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEOV | NeoVolta Inc. | −344,059 | 5,325,024 | $16,401,073 | |
| STEX | Streamex Corp. | −71,082 | 7,038,951 | $7,954,014 | |
| FSK | FS KKR Capital Corp | −56,170 | 150,777 | $1,534,909 | |
| ORCL | Oracle Corp | −22,604 | 526 | $77,379 | |
| NXDT | Nexpoint Diversified Real Estate Trust | −19,508 | 57,447 | $268,277 | |
| CION | CION Investment Corp | −7,147 | 208,062 | $1,423,143 | |
| CRGY | Crescent Energy Co | −5,655 | 9,444 | $127,494 | |
| PR | Permian Resources Corp | −3,546 | 4,689 | $99,969 | |
| BPRE | Bluerock Private Real Estate Fund | −2,424 | 6,198 | $102,948 | |
| XOM | Exxon Mobil Corp | −2,068 | 625 | $106,037 | |
| APA | APA Corp | −1,885 | 2,093 | $88,826 | |
| MKZR | MacKenzie Realty Capital, Inc. | −1,224 | 9,657 | $35,180 | |
| NREF | NexPoint Real Estate Finance, Inc. | −774 | 2,381 | $32,072 | |
| SOFI | SoFi Technologies, Inc. | −700 | 3,002 | $47,671 | |
| JOBY | Joby Aviation, Inc. | −575 | 25 | $206 | |
| AMZN | Amazon Com Inc | −452 | 5,379 | $1,120,283 | |
| DVN | Devon Energy Corp/De | −355 | 686 | $34,519 | |
| PLTR | Palantir Technologies Inc. | −291 | 256 | $37,447 | |
| HPQ | Hp Inc | −195 | 328 | $6,300 | |
| VICI | Vici Properties Inc. | −192 | 278 | $7,594 | |
| SM | SM Energy Co | −153 | 2,720 | $84,809 | |
| SITC | SITE Centers Corp. | −139 | 36 | $194 | |
| BRK-B | Berkshire Hathaway Inc | −134 | 463 | $221,869 | |
| GBTC | Grayscale Bitcoin Trust ETF | −129 | 700 | $36,932 | |
| TRC | Tejon Ranch Co | −101 | 347 | $6,537 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ALOY | Realloys Inc. | 198,687 | $1,939,185 | |
| SNDK | Sandisk Corp | 2,456 | $1,560,395 | |
| AGQ | ProShares Trust II | 2,776 | $331,759 | |
| XRPZ | Franklin XRP Trust | 17,433 | $254,347 | |
| HIMS | Hims & Hers Health, Inc. | 11,399 | $236,643 | |
| AVAV | AeroVironment Inc | 877 | $160,534 | |
| HYMC | Hycroft Mining Holding Corp | 1,240 | $43,648 | |
| EONR | EON Resources Inc. | 24,038 | $19,951 | |
| EIX | Edison International | 200 | $14,636 | |
| HAS | Hasbro, Inc. | 152 | $14,227 | |
| PLRZ | Polyrizon Ltd. | 1,150 | $13,432 | |
| FERG | Ferguson Enterprises Inc. /DE/ | 50 | $11,663 | |
| PSX | Phillips 66 | 63 | $11,477 | |
| XEL | Xcel Energy Inc | 132 | $10,486 | |
| PRU | Prudential Financial Inc | 104 | $10,159 | |
| PAAS | Pan American Silver Corp | 179 | $9,778 | |
| EZPZ | Franklin Crypto Trust | 564 | $9,714 | |
| STWD | Starwood Property Trust, Inc. | 562 | $9,677 | |
| JNJ | Johnson & Johnson | 38 | $9,288 | |
| MSI | Motorola Solutions, Inc. | 21 | $9,113 | |
| SON | Sonoco Products Co | 165 | $8,924 | |
| DBA | Invesco Db Agriculture Fund | 301 | $8,223 | |
| UROY | Uranium Royalty Corp. | 1,872 | $6,832 | |
| CIEN | Ciena Corp | 17 | $6,599 | |
| COP | Conocophillips | 45 | $5,940 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FUBO | FuboTV Inc. | 2,438 | $73,725 | |
| UNP | Union Pacific Corp | 100 | $23,132 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 1,687 | $16,077 | |
| DAIC | CID Holdco, Inc. | 20,591 | $9,245 | |
| COOK | Traeger, Inc. | 100 | $5,400 | |
| TGNA | TEGNA INC | 241 | $4,677 | |
| WHR | Whirlpool Corp /De/ | 56 | $4,039 | |
| TCPC | BlackRock TCP Capital Corp. | 700 | $3,829 | |
| HRB | H&R Block Inc | 79 | $3,442 | |
| ZS | Zscaler, Inc. | 12 | $2,699 | |
| OMF | OneMain Holdings, Inc. | 38 | $2,566 | |
| USAR | USA Rare Earth, Inc. | 210 | $2,499 | |
| LYB | LyondellBasell Industries N.V. | 38 | $1,645 | |
| GLDM | World Gold Trust | 16 | $1,365 | |
| CRWV | CoreWeave, Inc. | 16 | $1,145 | |
| ASND | Ascendis Pharma A/S | 3 | $639 | |
| WPC | W. P. Carey Inc. | 9 | $579 | |
| STAG | STAG Industrial, Inc. | 10 | $367 | |
| NXT | Nextpower Inc. | 3 | $261 | |
| CSGP | Costar Group, Inc. | 3 | $201 | |
| ADAM | Adamas Trust, Inc. | 27 | $197 | |
| TTC | Toro Co | 2 | $157 | |
| BEAM | Beam Therapeutics Inc. | 4 | $110 | |
| TRTX | TPG RE Finance Trust, Inc. | 6 | $51 | |
| NEXM | NexMetals Mining Corp. | 10 | $39 | |
| No positions match the current search. | ||||
111 positions ·
$9,928,547 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 111 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WDC |
Western Digital Corp
Technology
|
Added | 7,383 | $1,997,027 | 20.11% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 2,456 | $1,560,395 | 15.72% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,014 | $1,397,641 | 14.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,490 | $1,393,307 | 14.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,454 | $538,226 | 5.42% | |
| DUOL |
Duolingo, Inc.
Technology
|
Held | 4,500 | $443,565 | 4.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 937 | $290,010 | 2.92% | |
| MSTR |
Strategy Inc
Technology
|
Added | 2,303 | $287,414 | 2.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 838 | $283,201 | 2.85% | |
| MU |
Micron Technology Inc
Technology
|
Added | 572 | $193,244 | 1.95% | |
| INTU |
Intuit Inc.
Technology
|
Added | 267 | $115,445 | 1.16% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Added | 1,330 | $110,217 | 1.11% | |
| KLAC |
Kla Corp
Technology
|
Added | 74 | $108,958 | 1.10% | |
| ASML |
Asml Holding NV
Technology
|
Added | 74 | $97,741 | 0.98% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 526 | $77,379 | 0.78% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 378 | $76,896 | 0.77% | |
| IDCC |
InterDigital, Inc.
Technology
|
Held | 224 | $67,648 | 0.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 871 | $67,580 | 0.68% | |
| INTC |
Intel Corp
Technology
|
Added | 1,525 | $67,298 | 0.68% | |
| CLS |
Celestica Inc
Technology
|
Added | 223 | $62,813 | 0.63% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 219 | $53,083 | 0.53% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Added | 46 | $50,293 | 0.51% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Held | 196 | $38,584 | 0.39% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 97 | $38,000 | 0.38% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 256 | $37,447 | 0.38% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 82 | $28,026 | 0.28% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 222 | $27,257 | 0.27% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 114 | $24,357 | 0.25% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 76 | $24,178 | 0.24% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 127 | $23,707 | 0.24% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 171 | $22,021 | 0.22% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 210 | $20,800 | 0.21% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 125 | $20,040 | 0.20% | |
| SANM |
Sanmina Corp
Technology
|
Held | 132 | $17,112 | 0.17% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 235 | $16,903 | 0.17% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 113 | $16,142 | 0.16% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 56 | $15,560 | 0.16% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Held | 100 | $15,128 | 0.15% | |
| ROP |
Roper Technologies Inc
Technology
|
Held | 37 | $13,092 | 0.13% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 26 | $10,150 | 0.10% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 95 | $9,932 | 0.10% | |
| SNPS |
Synopsys Inc
Technology
|
Added | 25 | $9,911 | 0.10% | |
| NVMI |
Nova Ltd.
Technology
|
Held | 22 | $9,554 | 0.10% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 21 | $9,113 | 0.09% | |
| DDOG |
Datadog, Inc.
Technology
|
Added | 72 | $8,499 | 0.09% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Held | 300 | $6,831 | 0.07% | |
| ACN |
Accenture plc
Technology
|
Added | 34 | $6,741 | 0.07% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 17 | $6,599 | 0.07% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 328 | $6,300 | 0.06% | |
| P |
Everpure, Inc.
Technology
|
Held | 100 | $5,904 | 0.06% |