Legacy Wealth Managment, LLC/ID
Top Portfolio Positions
640 positions ·
$64,661,238 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NEOV |
NeoVolta Inc.
Industrials
|
5,325,024 | $16,401,073 | 25.36% |
| STEX |
Streamex Corp.
Financial Services
|
7,038,951 | $7,954,014 | 12.30% |
| ECC |
Eagle Point Credit Co Inc.
Financial Services
|
575,559 | $2,164,100 | 3.35% |
| VNOM |
Viper Energy, Inc.
Energy
|
45,585 | $2,142,038 | 3.31% |
| WDC |
Western Digital Corp
Technology
|
7,383 | $1,997,027 | 3.09% |
| ALOY |
Realloys Inc.
Basic Materials
|
198,687 | $1,939,185 | 3.00% |
| MSIF |
Msc Income Fund, Inc.
Financial Services
|
138,174 | $1,682,958 | 2.60% |
| SNDK |
Sandisk Corp
Technology
|
2,456 | $1,560,395 | 2.41% |
| FSK |
FS KKR Capital Corp
Financial Services
|
150,777 | $1,534,909 | 2.37% |
| CION |
CION Investment Corp
Financial Services
|
208,062 | $1,423,143 | 2.20% |
Holdings in TRC
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,537 | 347 | Shares | Sole | 2026-05-07 | |
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