Legacy Wealth Managment, LLC/ID
Top Portfolio Positions
554 positions ·
$77,255,181 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| STEX |
Streamex Corp.
Financial Services
|
7,110,033 | $21,543,399 | 27.89% |
| NEOV |
NeoVolta Inc.
Industrials
|
5,669,083 | $17,234,012 | 22.31% |
| ORCL |
Oracle Corp
Technology
|
23,130 | $4,508,268 | 5.84% |
| ECC |
Eagle Point Credit Co Inc.
Financial Services
|
563,306 | $3,244,642 | 4.20% |
| FSK |
FS KKR Capital Corp
Financial Services
|
206,947 | $3,064,884 | 3.97% |
| CION |
CION Investment Corp
Financial Services
|
215,209 | $2,081,070 | 2.69% |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
134,407 | $1,766,107 | 2.29% |
| VNOM |
Viper Energy, Inc.
Energy
|
42,088 | $1,625,859 | 2.10% |
| AAPL |
Apple Inc.
Technology
|
5,475 | $1,488,433 | 1.93% |
| NVDA |
Nvidia Corp
Technology
|
7,543 | $1,406,769 | 1.82% |
Portfolio Trend
Holdings in BENF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,109 | 300 | Shares | Sole | 2026-02-03 | |
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