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, FBND, JCPB, and represent 69.08% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: AGG (+$47M), JBND (+$14M), JMUB (+$6.7M), IVV (+$5.7M), SCHM, SCHZ, VO, VTI, MSFT, SCHX.
  • Started 4 new stock positions in MSFT, JMUB, JBND, VO.
  • Reduced shares in these 10 stocks: FBND (-$41M), JCPB (-$6.2M), SCHK, HMOP, IWB, IJH, SCHA, SPY, SCMB, SCHB.
  • Legacy Wealth Management was a net buyer of stock by $18M.
  • Legacy Wealth Management has $1.9B in assets under management (AUM), dropping by -0.68%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 34 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.1 $438M 572k 765.85
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Ishares Tr Rus 1000 Etf (IWB) 15.3 $290M 698k 416.13
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Schwab Strategic Tr 1000 Index Etf (SCHK) 11.1 $210M -2% 5.7M 36.66
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.4 $197M -17% 4.6M 43.30
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.2 $176M -3% 3.9M 44.78
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.8 $147M 4.3M 34.02
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Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $93M 1.3M 71.95
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Ishares Tr Core Msci Total (IXUS) 3.7 $69M 730k 94.99
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $65M 2.2M 30.00
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $56M 410k 136.04
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Ishares Tr Core Us Aggbd Et (AGG) 2.7 $50M +1311% 533k 94.54
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $24M 723k 32.63
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.0 $19M -16% 513k 36.85
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $15M 52k 277.89
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.7 $14M NEW 263k 51.12
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.6 $11M +4% 30k 374.24
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $7.2M -3% 9.4k 762.64
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $6.7M NEW 141k 47.58
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.3M +123% 104k 22.10
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $1.8M 35k 50.37
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $991k -18% 34k 29.31
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Vanguard Index Fds Mrngstr Mid Cap (VO) 0.0 $879k NEW 11k 78.42
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.0 $824k 9.1k 90.11
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $653k -25% 27k 24.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $631k 5.0k 125.26
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $495k +43% 707.00 700.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $386k 522.00 739.13
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $373k 1.5k 247.93
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NVIDIA Corporation (NVDA) 0.0 $336k 1.5k 228.38
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At&t (T) 0.0 $310k -3% 13k 24.40
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Apple (AAPL) 0.0 $305k 916.00 333.02
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Dimensional Etf Trust Us Cor Equ 2 Etf 0.0 $278k 6.3k 44.45
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Microsoft Corporation (MSFT) 0.0 $245k NEW 478.00 512.90
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $226k -4% 2.7k 84.95
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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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