Legacy Investment Solutions, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Jefferson Hunt West - Chief Compliance Officer
Location
Meridian, ID
Holdings as of
June 30, 2025
Value $
$189M
Num holdings
741
Date filed
8/6/2025, 04:33 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BSGM, NEOV, BITO, BIL, and UCON.
Previous filing
Q4 2024 - Feb 14, 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jefferson Hunt West Chief Compliance Officer Boise, Idaho 8/6/2025

Other Included Managers (1):

Num Name Location File Number
1 Legacy Wealth Managment, LLC/ID Boise, ID 028-24506