Legacy Wealth Managment, LLC/ID

RIA/Wealth

Legacy Wealth Managment, LLC/ID is a RIA/Wealth based in Clinton Township, MI led by Edwin Kyu Sung Ryu, managing $213.7M across 755 long positions as of Q3 2025 with 47% ETF concentration, 53% concentrated in top 10 holdings, and 20% allocation to STEX.

MemberEdwin Kyu Sung Ryu

Portfolio Value: $213.7M
Positions: 755
Top Holding: STEX at 20.26%
Last Reported: Q3 2025

Address41700 Hayes Road Suite A, Clinton Township, MI, 48038, United States

Top Holdings

Largest long holdings in Legacy Wealth Managment, LLC/ID's portfolio (52.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 STEX BioSig Technologies, Inc. STEX	Medical - Devices Healthcare	$43.3M	20.26%	+$43.3M New	21.31% 7.5M shares	Q3 2025 Held for 2 months
2 NeoVolta NEOV	Electrical Equipment & Parts Industrials	$24.5M	11.47%	+$4.2M Bought	16.07% 5.5M shares	Q3 2024 Held for 1y 2m
3 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$7.0M	3.25%	-$742.5K Sold	— 75.8K shares	Q3 2024 Held for 1y 2m
4 Oracle ORCL	Software - Infrastructure Technology	$6.5M	3.05%	+$6.4M Bought	0.00% 23.2K shares	Q4 2024 Held for 11 months
5 FT Vest Laddered Buffer BUFR	ETF ETF	$6.0M	2.82%	+$3.7M Bought	— 180.1K shares	Q3 2024 Held for 1y 2m
6 ProShares Bitcoin Strategy BITO	ETF ETF	$5.8M	2.73%	-$4.2M Sold	— 296.4K shares	Q1 2025 Held for 8 months
7 ECC Eagle Point Credit Company ECC	Unknown Unknown	$5.6M	2.64%	+$2.3M Bought	— 853.6K shares	Q3 2024 Held for 1y 2m
8 BlackRock Ultra Short-Term Bond ICSH	ETF ETF	$5.3M	2.50%	+$318.5K Bought	— 105.2K shares	Q3 2024 Held for 1y 2m
9 FS KKR Capital Corp. FSK	Asset Management Financial Services	$4.3M	2.01%	+$1.8M Bought	0.10% 287.1K shares	Q3 2024 Held for 1y 2m
10 FT Vest U.S. Equity Buffer ETF FMAY	ETF ETF	$4.3M	1.99%	+$4.3M New	— 81.4K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Wealth Managment, LLC/ID's latest filing

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Market Value

$213.7M

Prior: $137.9M

Q/Q Change

+55.01%

+$75.9M

Net Flows % of MV

+28.42%

Turnover Ratio

28.75%

New Purchases

77 stocks

$56.1M

Added To

145 stocks

+$36.7M

Sold Out Of

57 stocks

$771.5K

Reduced Holdings

129 stocks

-$31.3M

Increased Positions

Position	Shares Δ	Change
1 STEX BioSig Technologies, Inc. STEX	New	0 → 7.5M +$43.3M
2 FT Vest U.S. Equity Buffer ETF FMAY	New	0 → 81.4K +$4.3M
3 Viper Energy VNOM	New	0 → 85.9K +$3.3M
4 QMMY FT Vest Nasdaq-100 Moderate Buffer ETF QMMY	New	0 → 86.4K +$2.1M
5 FT Vest U.S. Equity Buffer ETF FJUL	New	0 → 17.0K +$930.2K

Decreased Positions

Position	Shares Δ	Change
1 SVXY ProShares Short VIX Short-Term Futures SVXY	Sold	8.8K → 0 −$375.7K
2 Sitio Royalties STR	Sold	3.8K → 0 −$69.1K
3 CEP Cantor Equity Partners CEP	Sold	2.1K → 0 −$59.7K
4 Ingersoll Rand IR	Sold	543.0 → 0 −$45.2K
5 SPDR S&P 400 Mid Cap Growth ETF MDYG	Sold	273.0 → 0 −$23.7K

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Analytics

Portfolio insights and performance metrics for Legacy Wealth Managment, LLC/ID

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Sector Allocation

ETF

47.00%

Healthcare

20.50%

Industrials

11.90%

Technology

6.70%

Financial Services

4.20%

Energy

2.20%

Consumer Cyclical

0.80%

Communication Services

0.40%

Real Estate

0.30%

Consumer Defensive

0.30%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.34%

Large Cap ($10B - $200B)

3.23%

Mid Cap ($2B - $10B)

3.91%

Small Cap ($300M - $2B)

3.00%

Micro Cap ($50M - $300M)

31.78%

Nano Cap (< $50M)

0.06%

N/A (ETF or Unknown)

51.66%

Portfolio Concentration

Top 10 Holdings %

52.71%

Top 20 Holdings %

66.21%

Top 50 Holdings %

86.38%

Top 100 Holdings %

95.02%