Legacy Wealth Managment, LLC/ID
SEC Form 13F institutional filer · CIK 0002045082
13F-HR · 333 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
52.2%
Legacy Wealth Managment, LLC/ID — $34.9M AUM allocation strategy
Legacy Wealth Managment, LLC/ID files SEC Form 13F and reports $34.9M of long US equity value across 333 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.5%, followed by Financials 12.5% and Consumer Discretionary 5.1%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Wealth Managment, LLC/ID — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$34.9M
total across 333 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +14.6K sh · +$369K+$IVV +12K sh · +$1.52M+$IVZ +11.1K sh · +$746K
Biggest trims (shares)
−$ORCL −22.6K sh · −$4.43M−$GS −4.78K sh · −$478K−$XOM −2.07K sh · −$218K
Exited to nil (held last quarter, gone now)
$UNP ($23.1K last qtr)$LYB ($1.65K last qtr)$CSGP ($202 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals14.2%—
- Investment Banking & Brokerage6.9%—
- Asset Management & Custody Banks4.6%—
- Semiconductors3.7%—
- Broadline Retail3.2%—
- Electric Utilities2.2%—
- Automobile Manufacturers1.9%—
- Consumer Staples Merchandise Retail1.6%—
- Other holdings61.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WDC | Western Digital Corporation | 7.38K | $2M | +7.38K | 5.7% |
| $GS | Goldman Sachs Group Inc | 19.7K | $1.98M | -4.78K | 5.7% |
| $IVZ | Invesco Ltd | 27.5K | $1.6M | +11.1K | 4.6% |
| $SNDK | Sandisk Corporation | 2.46K | $1.56M | — | 4.5% |
| $AAPL | Apple Inc | 5.49K | $1.39M | +15 | 4.0% |
| $NVDA | NVIDIA Corporation | 7.51K | $1.31M | +471 | 3.8% |
| $AMZN | Amazon.com Inc | 5.38K | $1.12M | -452 | 3.2% |
…and 326 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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