Legacy Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Legacy Wealth Management, Llc disclosed 30 stock positions valued at approximately $1.91B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and FIDELITY MERRIMACK STR TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $1.91B
Holdings by Sector
Legacy Wealth Management, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 30 holdings in the latest reporting period.