Legacy Wealth Managment, LLC/ID

Q4 2025 13F Holdings

Location
Boise, ID
Holdings as of
12/31/2025
Value
$209M
Value excl. options
$209M
Num holdings
925
Date filed
2/3/2026
Form type
13F-HR
Prev filing
11/12/2025
Next filing
5/7/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type