Legacy Wealth Management

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

  • Top 5 stock holdings are IVV, IWB, FBND, SCHK, JCPB, and represent 71.26% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: FBND (+$91M), JCPB (+$8.9M), IVV (+$5.3M), VUG, HMOP, IWF, VXUS, SCHZ, T, SPY.
  • Started 1 new stock position in VXUS.
  • Reduced shares in these 10 stocks: JPST (-$83M), SCHK (-$5.5M), SCHX, SCHA, IWB, IJH, SCHM, IXUS, IJR, AGG.
  • Sold out of its position in MSFT.
  • Legacy Wealth Management was a net buyer of stock by $4.6M.
  • Legacy Wealth Management has $1.9B in assets under management (AUM), dropping by 11.47%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.1 $423M 565k 748.89
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Ishares Tr Rus 1000 Etf (IWB) 15.1 $288M 703k 409.50
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 13.1 $250M +57% 5.5M 45.49
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Schwab Strategic Tr 1000 Index Etf (SCHK) 11.0 $211M -2% 5.8M 36.06
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.0 $191M +4% 4.1M 46.94
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.3 $158M 4.3M 36.87
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Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $100M 1.3M 77.11
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Ishares Tr Core Msci Total (IXUS) 3.6 $70M 729k 95.44
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $64M -5% 2.2M 29.43
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Ishares Tr Core S&p Scp Etf (IJR) 3.2 $61M 409k 148.31
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $27M -10% 733k 36.13
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $24M +2% 618k 39.15
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $16M 53k 300.45
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $11M 29k 370.04
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $7.3M 9.7k 746.77
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.7M -7% 38k 98.98
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $1.8M -97% 35k 50.57
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.2M 41k 28.96
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.1M +13% 46k 23.13
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $943k 37k 25.82
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Vanguard Index Fds Growth Etf (VUG) 0.0 $792k +488% 9.2k 86.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $633k +250% 5.1k 124.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $377k -3% 513.00 735.72
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $365k -24% 1.5k 242.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $339k 493.00 686.75
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NVIDIA Corporation (NVDA) 0.0 $291k -4% 1.5k 200.09
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $278k 6.3k 44.36
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At&t (T) 0.0 $273k +17% 13k 20.70
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Apple (AAPL) 0.0 $265k -8% 917.00 289.36
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $238k NEW 2.8k 85.48
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Past Filings by Legacy Wealth Management

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

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