Long-term investor
Legacy Wealth Managment, LLC @legacywealthmanagmentllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002045082).
Record
- Tracked since 2025-06-30 (454 days), 223 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +781.0% · all +781.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NEOV · 6.4% · long · since 2025-06-30
- 82889N343 · 5.7% · long · since 2025-12-31
- 33740U703 · 3.2% · long · since 2025-06-30
- 33740F755 · 2.9% · long · since 2025-06-30
- 33740U752 · 2.8% · long · since 2025-06-30
- 808524300 · 2.6% · long · since 2026-06-30
- STEX · 2.3% · long · since 2025-06-30
- 33740U760 · 2.2% · long · since 2025-06-30
- 78468R663 · 2.2% · long · since 2025-06-30
- PDC · 2.1% · long · since 2026-06-30
- ALOY · 2.1% · long · since 2026-03-31
- 46434V878 · 2.0% · long · since 2025-06-30