Stock Taper

LEGACY WEALTH MANAGMENT, LLC/ID

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CION Investment CorporationCION121.17K$754.88K
FTAI Infrastructure Inc.FIP98.05K$454.97K
MSC Income Fund, Inc.MSIF71.95K$832.46K
NexPoint Diversified Real Estate TrustNXDT64.41K$334.28K
Crescent Energy CompanyCRGY26.45K$259.77K
Eagle Point Credit Company Inc.ECC22.98K$85.48K
Easterly Government Properties, Inc.DEA21.26K$529.94K
Realty Income CorporationO16.95K$1.05M
Viper Energy, Inc.VNOM16.87K$715.11K
Kimbell Royalty Partners, LPKRP14.65K$212.92K
Farmland Partners Inc.FPI13.21K$127.92K
The Real Brokerage Inc.REAX11.85K$21.57K
FS KKR Capital Corp.FSK11.65K$122.34K
Hims & Hers Health, Inc.HIMS11.49K$398.43K
NVIDIA CorporationNVDA9.79K$1.96M
FLEX LNG LtdFLNG9.42K$264.35K
SM Energy CompanySM9.42K$245.81K
WEC Energy Group, Inc.WEC6.74K$786.68K
Apple Inc.AAPL6.06K$1.75M
Western Digital CorporationWDC4.72K$3.02M