Legacy Wealth Management

Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IWB, SCHK, JCPB, FBND, and represent 66.86% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IVV (+$8.6M), JCPB (+$6.5M), FBND, SCHX, JPST, VTI, HMOP, SCHZ, AGG, SCHB.
  • Reduced shares in these 10 stocks: SCHK, IJH, IXUS, SCHA, IWB, IJR, GOOGL, T, NVDA, IWM.
  • Sold out of its position in GOOGL.
  • Legacy Wealth Management was a net buyer of stock by $14M.
  • Legacy Wealth Management has $1.7B in assets under management (AUM), dropping by -1.19%.
  • Central Index Key (CIK): 0001488921

Tip: Access up to 7 years of quarterly data

Positions held by Legacy Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.2 $364M +2% 558k 653.21
 View chart
Ishares Tr Rus 1000 Etf (IWB) 14.7 $253M 708k 356.56
 View chart
Schwab Strategic Tr 1000 Index Etf (SCHK) 11.0 $188M 6.0M 31.33
 View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.6 $182M +3% 3.9M 47.08
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.3 $160M +2% 3.5M 45.62
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.8 $134M 4.3M 30.96
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $89M 1.3M 67.53
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.9 $84M +2% 1.7M 50.61
 View chart
Ishares Tr Core Msci Total (IXUS) 3.7 $64M 740k 86.64
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $59M +3% 2.3M 25.64
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $52M 414k 124.31
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $24M -3% 814k 29.08
 View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.4 $23M 604k 38.74
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.8 $13M 53k 248.00
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.3M +3% 29k 320.81
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $6.3M 9.7k 650.33
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $4.0M +4% 41k 99.27
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.0M +7% 41k 25.10
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $947k +35% 41k 23.22
 View chart
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $930k +4% 37k 25.48
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $683k 1.6k 436.79
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $621k 1.5k 426.40
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $424k 2.0k 213.67
 View chart
At&t (T) 0.0 $327k -39% 11k 28.99
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $308k +3% 533.00 577.04
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $295k +10% 493.00 597.45
 View chart
NVIDIA Corporation (NVDA) 0.0 $265k -26% 1.5k 174.40
 View chart
Apple (AAPL) 0.0 $256k -18% 1.0k 253.79
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $243k 6.3k 38.86
 View chart
Microsoft Corporation (MSFT) 0.0 $209k +5% 565.00 370.17
 View chart

Past Filings by Legacy Wealth Management

SEC 13F filings are viewable for Legacy Wealth Management going back to 2010

View all past filings