Legacy Wealth Managment, Llc/Id - Q12026 Holdings

Legacy Wealth Managment, Llc/Id holds 1036 stocks with a total portfolio value of $ 201.19M as of Q12026. In Q12026, Legacy Wealth Managment, Llc/Id added 154 new positions, increased stakes in 323 stocks, reduced 158 holdings, and fully exited 38 positions. The largest holding is Simplify Exchange Traded Fun (XXV), representing 10.09% of the total portfolio.