Legacy Wealth Management, Llc Portfolio Stock Holdings
Legacy Wealth Management, Llc disclosed 30 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 30
- Portfolio Value
- $1.7B
Holdings by Sector
Legacy Wealth Management, Llc Portfolio Holdings in Q1 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 | 21.24% | 557,593 | +13,158 | +2.42% | $364,225,239 |
| ISHARES TR | IWB | Other | 14.73% | 708,202 | -2,273 | -0.32% | $252,516,621 |
| SCHWAB STRATEGIC TR | SCHK | Other | 10.96% | 6,000,541 | -117,027 | -1.91% | $187,996,948 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 10.62% | 3,867,634 | +137,884 | +3.70% | $182,088,202 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 9.31% | 3,499,700 | +83,294 | +2.44% | $159,656,329 |
| SCHWAB STRATEGIC TR | SCHM | Other | 7.80% | 4,320,097 | +945 | +0.02% | $133,750,189 |
| ISHARES TR | IJH | Other | 5.22% | 1,324,253 | -25,743 | -1.91% | $89,426,826 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 4.92% | 1,666,333 | +34,971 | +2.14% | $84,333,105 |
| ISHARES TR | IXUS | Other | 3.74% | 739,814 | -13,587 | -1.80% | $64,097,486 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.41% | 2,283,449 | +77,273 | +3.50% | $58,547,644 |
| ISHARES TR | IJR | Other | 3.00% | 414,434 | -4,418 | -1.05% | $51,518,336 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.38% | 814,448 | -31,751 | -3.75% | $23,684,153 |
| HARTFORD FDS EXCHANGE TRADED | HMOP | Other | 1.36% | 603,467 | +7,078 | +1.19% | $23,378,312 |
| ISHARES TR | IWM | Other | 0.77% | 53,380 | -309 | -0.58% | $13,238,190 |
| VANGUARD INDEX FDS | VTI | Other | 0.54% | 29,077 | +882 | +3.13% | $9,328,192 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 9,714 | +3 | +0.03% | $6,317,299 |
| ISHARES TR | AGG | Other | 0.24% | 40,758 | +1,815 | +4.66% | $4,046,047 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.06% | 40,803 | +2,782 | +7.32% | $1,024,155 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.06% | 40,768 | +10,693 | +35.55% | $946,633 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.05% | 36,497 | +1,429 | +4.07% | $929,944 |
| VANGUARD INDEX FDS | VUG | Other | 0.04% | 1,563 | +25 | +1.63% | $682,703 |
| ISHARES TR | IWF | Other | 0.04% | 1,456 | - | - | $620,838 |
| ISHARES TR | IWD | Other | 0.02% | 1,984 | - | - | $423,921 |
| AT&T INC | T | Communication Services | 0.02% | 11,265 | -7,357 | -39.51% | $326,572 |
| INVESCO QQQ TR | QQQ | Other | 0.02% | 533 | +20 | +3.90% | $307,561 |
| VANGUARD INDEX FDS | VOO | Other | 0.02% | 493 | +46 | +10.29% | $294,543 |
| NVIDIA CORPORATION | NVDA | Technology | 0.02% | 1,522 | -559 | -26.86% | $265,437 |
| APPLE INC | AAPL | Technology | 0.01% | 1,007 | -231 | -18.66% | $255,567 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.01% | 6,256 | - | - | $243,108 |
| MICROSOFT CORP | MSFT | Technology | 0.01% | 565 | +30 | +5.61% | $209,146 |