Legacy Wealth Management, Llc Portfolio Stock Holdings
Legacy Wealth Management, Llc disclosed 30 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and FIDELITY MERRIMACK STR TR. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $1.9B
Holdings by Sector
Legacy Wealth Management, Llc Portfolio Holdings in Q2 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 22.13% | 564,713 | +7,120 | +1.28% | $422,907,992 |
| ISHARES TR | IWB | Other | 15.05% | 702,613 | -5,589 | -0.79% | $287,720,157 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 13.08% | 5,495,432 | +1,995,732 | +57.03% | $249,987,205 |
| SCHWAB STRATEGIC TR | SCHK | Other | 11.03% | 5,848,312 | -152,229 | -2.54% | $210,890,118 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 9.97% | 4,057,660 | +190,026 | +4.91% | $190,466,545 |
| SCHWAB STRATEGIC TR | SCHM | Other | 8.27% | 4,286,476 | -33,621 | -0.78% | $158,042,357 |
| ISHARES TR | IJH | Other | 5.25% | 1,301,904 | -22,349 | -1.69% | $100,389,787 |
| ISHARES TR | IXUS | Other | 3.64% | 728,716 | -11,098 | -1.50% | $69,548,645 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.32% | 2,158,489 | -124,960 | -5.47% | $63,524,345 |
| ISHARES TR | IJR | Other | 3.18% | 409,323 | -5,111 | -1.23% | $60,706,708 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.39% | 732,766 | -81,682 | -10.03% | $26,474,849 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 1.26% | 617,517 | +14,050 | +2.33% | $24,172,703 |
| ISHARES TR | IWM | Other | 0.83% | 52,705 | -675 | -1.26% | $15,835,157 |
| VANGUARD INDEX FDS | VTI | Other | 0.56% | 29,077 | - | - | $10,759,653 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.38% | 9,742 | +28 | +0.29% | $7,275,073 |
| ISHARES TR | AGG | Other | 0.20% | 37,783 | -2,975 | -7.30% | $3,739,761 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.09% | 35,085 | -1,631,248 | -97.89% | $1,774,248 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.06% | 41,259 | +456 | +1.12% | $1,194,861 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.06% | 46,343 | +5,575 | +13.67% | $1,071,914 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.05% | 36,507 | +10 | +0.03% | $942,611 |
| VANGUARD INDEX FDS | VUG | Other | 0.04% | 9,198 | +7,635 | +488.48% | $792,316 |
| ISHARES TR | IWF | Other | 0.03% | 5,096 | +3,640 | +250.00% | $632,770 |
| INVESCO QQQ TR | QQQ | Other | 0.02% | 513 | -20 | -3.75% | $377,424 |
| ISHARES TR | IWD | Other | 0.02% | 1,504 | -480 | -24.19% | $364,615 |
| VANGUARD INDEX FDS | VOO | Other | 0.02% | 493 | - | - | $338,568 |
| NVIDIA CORPORATION | NVDA | Technology | 0.02% | 1,454 | -68 | -4.47% | $290,931 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.01% | 6,256 | - | - | $277,516 |
| AT&T INC | T | Communication Services | 0.01% | 13,192 | +1,927 | +17.11% | $273,074 |
| APPLE INC | AAPL | Technology | 0.01% | 917 | -90 | -8.94% | $265,343 |
| VANGUARD STAR FDS | VXUS | Other | 0.01% | 2,780 | +2,780 | +100.00% | $237,630 |