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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 $201,188,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Plains Gp Holdings Lp
 PAGP 895,642 $20,295,253 10.09%
2.
Neovolta Inc.
 NEOV 5,325,024 $16,401,075 8.15%
3.
Streamex Corp.
 STEX 7,029,351 $7,943,168 3.95%
4.
First Tr Exchng Traded Fd Vi
 254,584 $7,128,353 3.54%
5.
Spdr Series Trust
 69,577 $6,376,060 3.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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