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Jefferson Hunt West

Legacy Wealth Managment, Llc Id

Assets Managed
$201.189M
Holdings
1038
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-3.73%(2Q avg: -4.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Managment, Llc Id's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1038 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Managment, Llc Id over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.189M in assets, with a quarterly growth rate of -3.73% and a 2-quarter average growth rate of -4.62%. The portfolio is managed by Jefferson Hunt West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XXV
Simplify Ancorato Trg 25 Dis
Recent Activity
Increased 35.21%
10.09%
$20.295M
895,642 shares@ $22.67 avg price
NEOV
Neovolta Inc
Recent Activity
Decreased -6.06%
8.16%
$16.401M
5.325M shares@ $3.09 avg price
BSGM
Biosig Technologies Inc
Recent Activity
Decreased -0.99%
3.96%
$7.954M↑ Call
7.039M shares@ $1.14 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Increased 5.9%
3.55%
$7.128M
254,584 shares@ $28.01 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 16.67%
3.17%
$6.376M
69,577 shares@ $91.65 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 7.63%
3.02%
$6.062M
179,513 shares@ $33.78 avg price
BUFQ
Ft Vst Lad Nsdq Buf Etf-usdi
Recent Activity
Increased 0.39%
2.84%
$5.702M
161,426 shares@ $35.33 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Decreased -45.94%
2.58%
$5.191M
102,539 shares@ $50.63 avg price
BUFT
Ft Vest Buffered Allocation
Recent Activity
Increased 2.48%
2.48%
$4.986M
200,973 shares@ $24.82 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -0.08%
1.72%
$3.446M
57,640 shares@ $59.79 avg price

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