Legacy Wealth Managment, LLC
Legacy Wealth Managment, LLC reported 197 holdings worth US$243M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Legacy Wealth Managment, LLC reported 197 holdings worth US$243M as of Jun 30, 2026. Largest: Neovolta Inc., Streamex Corp. and Realloys Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 197
- Value as reported
- US$243M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Neovolta Inc. | 4.9M | US$15.4M | 6.4% |
| Streamex Corp. | 6.53M | US$5.55M | 2.3% |
| Realloys Inc. | 345K | US$4.99M | 2.1% |
| Lixte Biotechnology Holdings, Inc. | 601K | US$4.46M | 1.8% |
| Sandisk Corporation | 1,533 | US$3.49M | 1.4% |
| Western Digital Corporation | 4,722 | US$3.02M | 1.2% |
| Nvidia Corporation | 9,792 | US$1.96M | 0.81% |
| Apple Inc | 6,061 | US$1.75M | 0.72% |
| Alphabet Inc (google) Class C | 3,278 | US$1.17M | 0.48% |
| Realty Income Corporation | 16,951 | US$1.05M | 0.43% |
| Amazon.com, Inc. | 4,342 | US$1.03M | 0.43% |
| Tesla, Inc. | 2,279 | US$958K | 0.39% |
| Broadcom Inc. | 2,408 | US$910K | 0.37% |
| Msc Income Fund, Inc. | 71,950 | US$832K | 0.34% |
| Wec Energy Group, Inc. | 6,737 | US$787K | 0.32% |
| Cion Investment Corporation | 121K | US$755K | 0.31% |
| Microsoft Corp. | 1,959 | US$731K | 0.30% |
| Viper Energy, Inc. | 16,866 | US$715K | 0.29% |
| Costco Wholesale Corporation | 629 | US$589K | 0.24% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,216 | US$581K | 0.24% |
| Eli Lilly And Company | 445 | US$533K | 0.22% |
| Easterly Government Properties, Inc. | 21,257 | US$530K | 0.22% |
| Micron Technology, Inc. | 452 | US$522K | 0.22% |
| Duolingo, Inc. | 4,500 | US$518K | 0.21% |
| Jp Morgan Chase & Co. | 1,531 | US$501K | 0.21% |
| Ftai Infrastructure Inc. | 98,054 | US$455K | 0.19% |
| Ge Vernova Inc. | 369 | US$433K | 0.18% |
| Hims & Hers Health, Inc. | 11,492 | US$398K | 0.16% |
| Meta Platforms, Inc. | 696 | US$392K | 0.16% |
| Caterpillar, Inc. | 341 | US$363K | 0.15% |
| Nexpoint Diversified Real Estate Trust | 64,409 | US$334K | 0.14% |
| Berkshire Hathaway Inc. | 585 | US$292K | 0.12% |
| Asml Holding Nv | 141 | US$281K | 0.12% |
| Quanta Services, Inc. | 387 | US$279K | 0.11% |
| Flex Lng Ltd. | 9,421 | US$264K | 0.11% |
| Crescent Energy Company | 26,453 | US$260K | 0.11% |
| Sm Energy Company | 9,418 | US$246K | 0.10% |
| Advanced Micro Devices Inc | 410 | US$238K | 0.10% |
| Vertiv Holdings, Llc | 711 | US$238K | 0.10% |
| Unitedhealth Group Incorporated | 544 | US$226K | 0.09% |
| Kla Corporation | 748 | US$226K | 0.09% |
| Intel Corporation | 1,600 | US$223K | 0.09% |
| Kimbell Royalty Partners | 14,654 | US$213K | 0.09% |
| Farmland Partners Inc. | 13,215 | US$128K | 0.05% |
| Fs Kkr Capital Corp. | 11,651 | US$122K | 0.05% |
| Starfighters Space, Inc. | 10,000 | US$53,200 | 0.02% |
| Ring Energy, Inc. | 20,995 | US$22,675 | <0.01% |
| Eon Resources Inc. | 51,222 | US$22,615 | <0.01% |
| The Real Brokerage, Inc. | 11,850 | US$21,567 | <0.01% |
| Purple Innovation, Inc. | 28,627 | US$10,220 | <0.01% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |
| Fubotv Inc. | 0 | US$0 | 0.00% |
| Ftai Aviation Ltd. | 0 | US$0 | 0.00% |
| Franklin Resources, Inc. | 0 | US$0 | 0.00% |
| Fox Corporation | 0 | US$0 | 0.00% |
| Four Corners Property Trust, Inc. | 0 | US$0 | 0.00% |
| Fortive Corporation | 0 | US$0 | 0.00% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| Fortinet, Inc. | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Ametek, Inc. | 0 | US$0 | 0.00% |
| American Tower Corporation (reit) | 0 | US$0 | 0.00% |
| Ford Mtr Co Del | 0 | US$0 | 0.00% |
| Fmc Corporation | 0 | US$0 | 0.00% |
| American Bitcoin Corp. | 0 | US$0 | 0.00% |
| American Airlines Group, Inc. | 0 | US$0 | 0.00% |
| Altria Group, Inc. | 0 | US$0 | 0.00% |
| Best Buy Co., Inc. | 0 | US$0 | 0.00% |
| Allstate Corporation (the) | 0 | US$0 | 0.00% |
| Albertsons Companies, Inc. | 0 | US$0 | 0.00% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Air Products And Chemicals, Inc. | 0 | US$0 | 0.00% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Agnc Investment Corp. | 0 | US$0 | 0.00% |
| Agilent Technologies, Inc. | 0 | US$0 | 0.00% |
| Aflac Incorporated | 0 | US$0 | 0.00% |
| Aerovironment, Inc. | 0 | US$0 | 0.00% |
| Aecom | 0 | US$0 | 0.00% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Abm Industries Incorporated | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
| 3m Company | 0 | US$0 | 0.00% |
| Alamos Gold Inc. | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
| Gold Royalty Corp. | 0 | US$0 | 0.00% |
| Gold.com, Inc. | 0 | US$0 | 0.00% |
| Altimmune, Inc. | 0 | US$0 | 0.00% |
| Ginkgo Bioworks Holdings, Inc. | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Gigacloud Technology Inc | 0 | US$0 | 0.00% |
| American Electric Power Company, Inc. | 0 | US$0 | 0.00% |
| General Motors Company | 0 | US$0 | 0.00% |
| General Mills, Inc. | 0 | US$0 | 0.00% |
| General Dynamics Corporation | 0 | US$0 | 0.00% |
| Amphastar Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| Firstenergy Corp. | 0 | US$0 | 0.00% |
Every holding of Legacy Wealth Managment, LLC
Source
View original at SEC
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