SEC Form 13F

Legacy Wealth Managment, LLC/ID 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$242,730,068
Positions196

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NEOVOLTA INCNEOVCOM$15,424,0224,896,515
SIMPLIFY EXCHANGE TRADED FUNXXVANCORATO TARGET$13,823,243584,369
FIRST TR EXCHNG TRADED FD VIBUFDFT VEST DEEP ETF$7,741,198260,471
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$7,002,947191,704
FIRST TR EXCHNG TRADED FD VIBUFQFT VEST NASD ETF$6,691,058170,386
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$6,229,444184,085
STREAMEX CORPSTEXCOM$5,552,5226,530,074
FIRST TR EXCHNG TRADED FD VIBUFTVEST BUFFERED$5,369,276207,428
SPDR SERIES TRUSTBILST STR BLO 1 ETF$5,267,65857,482
PERPETUALS.COM LTDPDCSPONSORED ADS$5,011,526849,411

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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