Legacy Wealth Managment, LLC holds a focused book of 812 stocks worth $137.7M as of Q1 2025 (disclosed May 16, 2025, a ~46-day 13F lag). This quarter they opened JPMorgan Active Bond ETF and trimmed Devon Energy Corp. Their largest long position is Devon Energy Corp at 8% of the equity book. They also disclosed $3.6M in put options (a bearish bet) and $259K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Legacy Wealth Managment, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 76 / 80 | $13.8B |
| MORGAN STANLEY | 74 / 80 | $365.6B |
| LPL Financial LLC | 73 / 80 | $66.6B |
| CWM, LLC | 71 / 80 | $6.2B |
| ROYAL BANK OF CANADA | 70 / 80 | $104.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 70 / 80 | $15.0B |
| HARBOUR INVESTMENTS, INC. | 70 / 80 | $1.2B |
| ENVESTNET ASSET MANAGEMENT INC | 69 / 80 | $64.3B |
Ranked by how many of Legacy Wealth Managment, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Devon Energy Corp New COM | $11.4M | 305.9K | 8.3% | ▼−1.1% Reduced · −4K sh | |
| 2 | SPDR Ser TR BLOOMBERG 1-3 MO | $10.6M | 115.7K | 7.7% | ▲+3.6% Added · +4K sh | |
| 3 | Proshares TR BITCOIN ETF | $9.4M | 511.1K | 6.8% | ▼−0.3% Reduced · −2K sh | |
| 4 | Ishares TR ULTRA SHORT-TERM | $8.3M | 164.0K | 6.0% | ▲+22% Added · +30K sh | |
| 5 | Neovolta Inc COM | $7.9M | 3.62M | 5.7% | ▲+2.7% Added · +94K sh | |
| 6 | Eagle Point Credit Company I COM | $6.6M | 809.3K | 4.8% | ▼−4.5% Reduced · −39K sh | |
| 7 | Simplify Exchange Traded Fun VOLATILITY PREM | $4.2M | 232.9K | 3.1% | ▼−30% Reduced · −102K sh | |
| 8 | Biosig Technologies Inc COM | $3.7M | 6.22M | 2.7% | ▲+73% Added · +2.6M sh | |
| 9 | Goldman Sachs ETF TR ACCES TREASURY | $3.5M | 34.5K | 2.5% | ▼−29% Reduced · −14K sh | |
| 10 | Volatility SHS TR 2X ETHER ETF | $3.4M | 1.85M | 2.5% | ▲+19% Added · +293K sh | |
| 11 | First TR Exchng Traded FD VI TCW UNCONSTRAI | $3.2M | 127.7K | 2.3% | ▼−15% Reduced · −23K sh | |
| 12 | Innovator Etfs Trust DEFINED WLT SHLD | $3.1M | 99.1K | 2.3% | ▲37× Added · +96K sh | |
| 13 | FS KKR Cap Corp COM | $3.1M | 147.7K | 2.2% | ▼−15% Reduced · −26K sh | |
| 14 | Simplify Exchange Traded Fun ENHANCED INM ETF | $3.1M | 140.5K | 2.2% | ▼−21% Reduced · −38K sh | |
| 15 | Uscf ETF TR GOLD STRATEGY | $2.6M | 74.5K | 1.9% | ▼−4.8% Reduced · −4K sh | |
| 16 | Microstrategy Inc CL A NEW | $2.4M | 8.2K | 1.7% | ▲+10% Added · +760 sh | |
| 17 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $2.1M | 38.7K | 1.5% | ▲New New position | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 7.0K | 1.4% | ▲+167% Added · +4K sh | |
| 19 | First TR Exchng Traded FD VI FT VEST LADDERED | $1.9M | 76.6K | 1.4% | ▲+14% Added · +9K sh | |
| 20 | First TR Exchange-Traded FD SENIOR LN FD | $1.9M | 41.8K | 1.4% | ▼−18% Reduced · −9K sh | |
| 21 | J P Morgan Exchange Traded F INCOME ETF | $1.8M | 39.1K | 1.3% | ▼−48% Reduced · −36K sh | |
| 22 | First TR Exchng Traded FD VI FT VEST LADDERED | $1.5M | 51.3K | 1.1% | ▲+14% Added · +6K sh | |
| 23 | First TR Exchng Traded FD VI FT VEST LADDERED | $1.5M | 49.8K | 1.1% | ▲+14% Added · +6K sh | |
| 24 | Pacer FDS TR PAC ASSET FLTG | $1.4M | 30.1K | 1.0% | ▼−19% Reduced · −7K sh | |
| 25 | Duolingo Inc CL A COM | $1.4M | 4.5K | 1.0% | —Held | |
| 26 | First TR Exchng Traded FD VI VEST BUFFERED | $1.3M | 57.0K | 0.9% | ▲+20% Added · +9K sh | |
| 27 | Invesco Actively Managed Exc ULTRA SHRT DUR | $1.3M | 25.2K | 0.9% | ▼−62% Reduced · −41K sh | |
| 28 | Ishares TR 7-10 YR TRSY BD | $1.2M | 12.4K | 0.9% | ▲New New position | |
| 29 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.0M | 17.6K | 0.7% | ▲+7.9% Added · +1K sh | |
| 30 | Ishares TR SHORT TREAS BD | $975K | 8.8K | 0.7% | ▼−19% Reduced · −2K sh | |
| 31 | J P Morgan Exchange Traded F HEDGED EQUITY LA | $972K | 16.3K | 0.7% | ▼−7.1% Reduced · −1K sh | |
| 32 | First TR Exchange-Traded FD GROWTH STRENGTH | $960K | 32.3K | 0.7% | ▲+8.0% Added · +2K sh | |
| 33 | Wisdomtree TR US QTLY DIV GRT | $959K | 12.0K | 0.7% | ▲+17% Added · +2K sh | |
| 34 | First TR Exchng Traded FD VI FT VEST LAD | $921K | 39.2K | 0.7% | ▲+71% Added · +16K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $920K | 1.6K | 0.7% | ▲+695% Added · +1K sh | |
| 36 | J P Morgan Exchange Traded F SHORT DURA CORE | $775K | 16.4K | 0.6% | ▲+53% Added · +6K sh | |
| 37 | Amazon Com Inc COM | $773K | 4.1K | 0.6% | ▲+3.1% Added · +124 sh | |
| 38 | Apple Inc COM | $745K | 3.4K | 0.5% | ▼−1.6% Reduced · −54 sh | |
| 39 | Simplify Exchange Traded Fun AGGREGATE BOND E | $624K | 29.5K | 0.5% | ▼−23% Reduced · −9K sh | |
| 40 | Simplify Exchange Traded Fun TREASURY OPT INC | $559K | 22.6K | 0.4% | ▼−22% Reduced · −6K sh | |
| 41 | Nvidia Corporation COM | $553K | 5.1K | 0.4% | ▲+0.9% Added · +46 sh | |
| 42 | First TR Exchange-Traded FD FT VEST RIS | $489K | 20.6K | 0.4% | ▲+24% Added · +4K sh | |
| 43 | First TR Exchange Traded FD BUYWRIT INCM ETF | $467K | 21.3K | 0.3% | ▲+24% Added · +4K sh | |
| 44 | Advisorshares TR Q DYNAMIC GROWTH | $451K | 13.1K | 0.3% | ▼−35% Reduced · −7K sh | |
| 45 | First TR Exchange-Traded FD FT VEST S&P 500 | $440K | 8.7K | 0.3% | ▲+26% Added · +2K sh | |
| 46 | Simplify Exchange Traded Fun MULTI QIS ALTERN | $429K | 18.5K | 0.3% | ▼−25% Reduced · −6K sh | |
| 47 | First TR Exchng Traded FD VI FT VEST US EQUIT | $423K | 13.8K | 0.3% | ▲+82% Added · +6K sh | |
| 48 | Microsoft Corp COM | $420K | 1.1K | 0.3% | ▼−1.7% Reduced · −19 sh | |
| 49 | First TR Exchange Traded FD NASDAQ CYB ETF | $411K | 6.5K | 0.3% | ▲+12% Added · +676 sh | |
| 50 | Costco WHSL Corp New COM | $393K | 416 | 0.3% | ▲+8.6% Added · +33 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2045082/holdings"
Use Arkolith to show Legacy Wealth Managment, LLC/ID's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $3.6M | 6K |
| CALL · bullish | NVIDIA CORPNVDA | $206K | 2K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $17K | 200 |
| CALL · bullish | COINBASE GLOBAL INC -CLASS ACOIN | $17K | 100 |
| CALL · bullish | VOLATILITY SHS TR | $13K | 7K |
| CALL · bullish | PROSHARES BITCOIN ETF-USDBITO | $5K | 300 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.