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Home > Institutional Investor > Legacy Wealth Managment, Llc > Profile

Instuitional Investor - Legacy Wealth Managment, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Wealth Managment, Llc
Portfolio Value $208,998,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Streamex Corp.
 STEX 7,085,733 $21,469,772 10.27%
2.
Neovolta Inc.
 NEOV 5,669,083 $17,234,013 8.25%
3.
Plains Gp Holdings Lp
 PAGP 662,452 $16,846,166 8.06%
4.
Ishares Tr - ULTRA SHORT DUR
 189,695 $9,594,779 4.59%
5.
First Tr Exchng Traded Fd Vi
 240,409 $6,789,151 3.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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