Legacy Wealth Management

Legacy Wealth Management as of March 31, 2026

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