Legacy Wealth Managment, LLC ETF holdings
Boise, ID
Reported $178.0M in 136 ETFs in its Form 13F for June 30, 2026.
ETF value
$178.0M
ETFs held
136
Change from prior quarter
+28.2%
With price moves
ETFs as a share of its 13F
73.4%
of $242.6M
Top 10 of 136 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XXV | Simplify Ancorato Target 25 Distribution ETF | $13.8M | 584,369 | −311,273 shares |
| BUFD | FT Vest Laddered Deep Buffer ETF | $7.7M | 260,471 | +5,887 shares |
| BUFR | FT Vest Laddered Buffer ETF | $7.0M | 191,704 | +12,191 shares |
| BUFQ | FT Vest Laddered Nasdaq Buffer ETF | $6.7M | 170,386 | +8,960 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $6.2M | 184,085 | New position |
| BUFT | FT Vest Buffered Allocation Defensive ETF | $5.4M | 207,428 | +6,455 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $5.3M | 57,482 | −12,095 shares |
| ICSH | iShares Ultra Short Duration Bond Active ETF | $4.7M | 93,803 | −8,736 shares |
| BDYN | iShares Dynamic Equity Active ETF | $4.5M | 161,892 | New position |
| BDVL | iShares Disciplined Volatility Equity Active ETF | $3.7M | 140,966 | New position |
126 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002045082. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Wealth Managment, LLC own?
Legacy Wealth Managment, LLC reported 136 ETF positions worth $178.0M in its Form 13F for June 30, 2026. The largest was XXV, at $13.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.