Holdings of Legacy Wealth Managment, LLC/ID
854 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.5 % of the equity sleeve
Sector breakdown
- Technology 4.5 %
- Funds 3.0 %
- Consumer discretionary 1.4 %
- Financials 0.9 %
- Utilities 0.9 %
- Communication 0.8 %
- Consumer staples 0.6 %
- Industrials 0.6 %
- Energy 0.6 %
- Health care 0.5 %
- Materials 0.1 %
- Unattributed 86.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- TW 0.2 %
- GB 0.2 %
- NL 0.1 %
- BE 0.0 %
- MX 0.0 %
- BR 0.0 %
- ZA 0.0 %
- JP 0.0 %
- KY 0.0 %
- IL 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 836 | 163M $ | 99.57 % |
| 2 | TW | 1 | 283.2K $ | 0.17 % |
| 3 | GB | 3 | 253.5K $ | 0.15 % |
| 4 | NL | 3 | 100.4K $ | 0.06 % |
| 5 | BE | 1 | 31.6K $ | 0.02 % |
| 6 | MX | 1 | 9.8K $ | 0.01 % |
| 7 | BR | 1 | 5.6K $ | 0.00 % |
| 8 | ZA | 1 | 5.4K $ | 0.00 % |
| 9 | JP | 2 | 5.3K $ | 0.00 % |
| 10 | KY | 1 | 1.9K $ | 0.00 % |
| 11 | IL | 1 | 662 $ | 0.00 % |
| 12 | DK | 1 | 662 $ | 0.00 % |