Managed by Legacy Wealth Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | ? N/A — | $6.7M | 162.8K | 0.00% | — |
| 6 | V VGES — | $5.9M | 17.6K | 0.00% | — |
| 7 | A AAPL — | $4.9M | 18.0K | 0.00% | — |
| 8 | D DIA — | $4.3M | 47.0K | 0.00% | — |
| 9 | ? N/A — | $3.9M | 76.5K | 0.00% | — |
| 10 | N NVDA — | $3.8M | 20.6K | 0.00% | — |
| 11 | M MSFT — | $3.8M | 7.9K | 0.00% | — |
| 12 | A AMZN — | $3.6M | 15.6K | 0.00% | — |
| 13 | S SOC — | $3.3M | 362.3K | 0.00% | — |
| 14 | V VOO — | $3M | 4.8K | 0.00% | — |
| 15 | G | $2.7M | 8.5K | 0.00% | — |
| 16 | B BXSL — | $2.6M | 98.8K | 0.00% | — |
| 17 | I IAU — | $1.9M | 17.0K | 0.00% | — |
| 18 | M META — | $1.6M | 2.5K | 0.00% | — |
| 19 | I IAU — | $1.6M | 23.6K | 0.00% | — |
| 20 | O | $1.4M | 7.2K | 0.00% | — |