Legacy Wealth Managment, LLC/ID
Top Portfolio Positions
642 positions ·
$64,913,010 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NEOV |
NeoVolta Inc.
Industrials
|
5,325,024 | $16,401,073 | 25.27% | |
| STEX |
Streamex Corp.
Financial Services
|
7,038,951 | $7,954,014 | 12.25% | |
| ECC |
Eagle Point Credit Co
Financial Services
|
575,559 | $2,164,100 | 3.33% | |
| VNOM |
Viper Energy, Inc.
Energy
|
45,585 | $2,142,038 | 3.30% | |
| WDC |
Western Digital Corp
Technology
|
7,383 | $1,997,027 | 3.08% | |
| ALOY |
Realloys Inc.
Basic Materials
|
198,687 | $1,939,185 | 2.99% | |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
138,174 | $1,682,958 | 2.59% | |
| SNDK |
Sandisk Corp
Technology
|
2,456 | $1,560,395 | 2.40% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
150,777 | $1,534,909 | 2.36% | |
| CION |
CION Investment Corp
Financial Services
|
208,062 | $1,423,143 | 2.19% |
Portfolio Trend
7 quarters · across all stocks
Holdings in HFRO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,903 | 5,237 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,317 | 5,237 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,254 | 5,237 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,404 | 5,270 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27,404 | 5,270 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $27,351 | 5,270 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,305 | 5,270 | Shares | Sole | 2024-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||