LEGACY WEALTH MANAGMENT, LLC/ID

PrivateCIK: 2045082
Location

BOISE, ID

193
Positions
$242.73M
Total AUM (reported)
18.31M
Total Shares

Allocation by class

TOTAL AUM$242.73M193 positions
COM$52.27M21.5%
ANCORATO TARGET$13.82M5.7%
FT VEST DEEP ETF$7.74M3.2%
FT LADD BUFF ETF$7.00M2.9%
FT VEST NASD ETF$6.69M2.8%
US LCAP GR ETF$6.23M2.6%
SPONSORED ADS$5.59M2.3%

Portfolio Concentration

Top 315.2%4–1016.9%11–2521.3%Rest46.5%TOP 1032.2%0%100%
Top 3$36.99M15.2%
4–10$41.13M16.9%
11–25$51.81M21.3%
Rest$112.80M46.5%

Top 3 weight

15.2%

Top 10 weight

32.2%

Voting Authority Distribution

Total shares with voting rights: 18.31M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

18.31M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole193
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings193
Rows:

NEOVOLTA INC

SOLE
COM
Shares4.90M
TypeSH
Market value$15.42M
6.35%
Sole
0.00
Shared
0.00
None
4.90M

SIMPLIFY EXCHANGE TRADED FUN

SOLE
ANCORATO TARGET
Shares584.37K
TypeSH
Market value$13.82M
5.69%
Sole
0.00
Shared
0.00
None
584.37K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST DEEP ETF
Shares260.47K
TypeSH
Market value$7.74M
3.19%
Sole
0.00
Shared
0.00
None
260.47K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT LADD BUFF ETF
Shares191.70K
TypeSH
Market value$7.00M
2.89%
Sole
0.00
Shared
0.00
None
191.70K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST NASD ETF
Shares170.39K
TypeSH
Market value$6.69M
2.76%
Sole
0.00
Shared
0.00
None
170.39K

SCHWAB STRATEGIC TR

SOLE
US LCAP GR ETF
Shares184.09K
TypeSH
Market value$6.23M
2.57%
Sole
0.00
Shared
0.00
None
184.09K

STREAMEX CORP

SOLE
COM
Shares6.54M
TypeSH
Market value$5.56M
2.29%
Sole
0.00
Shared
0.00
None
6.54M

FIRST TR EXCHNG TRADED FD VI

SOLE
VEST BUFFERED
Shares207.43K
TypeSH
Market value$5.37M
2.21%
Sole
0.00
Shared
0.00
None
207.43K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares57.48K
TypeSH
Market value$5.27M
2.17%
Sole
0.00
Shared
0.00
None
57.48K

PERPETUALS.COM LTD

SOLE
SPONSORED ADS
Shares849.41K
TypeSH
Market value$5.01M
2.06%
Sole
0.00
Shared
0.00
None
849.41K

REALLOYS INC

SOLE
COM
Shares345.14K
TypeSH
Market value$4.99M
2.05%
Sole
0.00
Shared
0.00
None
345.14K

ISHARES TR

SOLE
ULTRA SHORT DUR
Shares93.80K
TypeSH
Market value$4.74M
1.95%
Sole
0.00
Shared
0.00
None
93.80K

BLACKROCK ETF TRUST

SOLE
DYNAMIC EQTY ACT
Shares161.89K
TypeSH
Market value$4.49M
1.85%
Sole
0.00
Shared
0.00
None
161.89K

LIXTE BIOTECHNOLOGY HLDGS IN

SOLE
COM
Shares600.67K
TypeSH
Market value$4.46M
1.84%
Sole
0.00
Shared
0.00
None
600.67K

BLACKROCK ETF TRUST

SOLE
DISC VOLA EQ ETF
Shares140.97K
TypeSH
Market value$3.66M
1.51%
Sole
0.00
Shared
0.00
None
140.97K

SANDISK CORP

SOLE
COM
Shares1.53K
TypeSH
Market value$3.49M
1.44%
Sole
0.00
Shared
0.00
None
1.53K

FIRST TR EXCHANGE TRADED FD

SOLE
BUYWRIT INCM ETF
Shares137.97K
TypeSH
Market value$3.29M
1.36%
Sole
0.00
Shared
0.00
None
137.97K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares54.97K
TypeSH
Market value$3.28M
1.35%
Sole
0.00
Shared
0.00
None
54.97K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares38.80K
TypeSH
Market value$3.14M
1.30%
Sole
0.00
Shared
0.00
None
38.80K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares10.25K
TypeSH
Market value$3.11M
1.28%
Sole
0.00
Shared
0.00
None
10.25K

WESTERN DIGITAL CORP

SOLE
COM
Shares4.72K
TypeSH
Market value$3.02M
1.24%
Sole
0.00
Shared
0.00
None
4.72K

WISDOMTREE TR

SOLE
US QTLY DIV GRT
Shares29.92K
TypeSH
Market value$2.86M
1.18%
Sole
0.00
Shared
0.00
None
29.92K

FIRST TR EXCHANGE TRADED FD

SOLE
NASDQ SEMCNDTR
Shares9.48K
TypeSH
Market value$2.70M
1.11%
Sole
0.00
Shared
0.00
None
9.48K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares3.50K
TypeSH
Market value$2.62M
1.08%
Sole
0.00
Shared
0.00
None
3.50K

NVIDIA CORPORATION

SOLE
COM
Shares9.79K
TypeSH
Market value$1.96M
0.81%
Sole
0.00
Shared
0.00
None
9.79K
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