Legacy Wealth Management Llc's Q2 2026 Portfolio Activity Analysis

Legacy Wealth Management Llc has released its portfolio activity for the quarter ending June 30th, 2026. This filing provides insights into their investment strategy during this period.

The investor's holdings underwent significant changes in Q2 2026. Notable purchases were observed across several stocks:

• FBND (FIDELITY MERRIMACK STR TR) saw a substantial increase of 1,995,732 shares (+57.03%), highlighting its position as the largest buyer during this quarter.
• JCPB (J P MORGAN EXCHANGE TRADED F) experienced a steady growth of 190,026 shares (+4.91%).
• IJH (ISHARES TR) also saw an increase in its share count by -22,349 shares (-1.69%), indicating a purchase despite the negative change flag.
• VUG (VANGUARD INDEX FDS) was identified as one of the significant buys by portfolio_indicators, although specific share changes weren't detailed in changed_holdings for this exact stock symbol.

In contrast, several holdings experienced notable reductions or exits during Q2 2026:

• IJH (ISHARES TR) also saw a decrease in its total stock value by -1,389 shares (-0.78%), reflecting a sale despite the purchase noted above.
• JCPB (J P MORGAN EXCHANGE TRADED F) was listed as one of the significant buys, but its share count increased by +190,026 shares (+4.91%).
• SCHX (SCHWAB STRATEGIC TR) faced a significant reduction with -124,960 shares (-5.47%), impacting its allocation.
• SCHM (SCHWAB STRATEGIC TR) experienced a decrease of -33,621 shares (-0.78%).
• SCHA (SCHWAB STRATEGIC TR) saw its share count drop by -81,682 shares (-10.03%), leading to a small allocation.
• IJH (ISHARES TR) had its share count decrease by -22,349 shares (-1.69%).
• The most drastic change was the sale of JPST (J P MORGAN EXCHANGE TRADED F), which experienced a massive reduction in its portfolio allocation due to a staggering -1,631,248 shares (-97.89%).

The investor also added new positions during this quarter:

• VUG (VANGUARD INDEX FDS) was noted as a significant buy.
• IWF is mentioned in the portfolio_indicators' 'significant_buy_symbols', suggesting an addition despite not being listed in changed_holdings for this specific quarter.
• VXUS (VANGUARD EXTENDED MARKET INDEX FDS) is also flagged as a significant buy by portfolio_indicators, indicating potential new investment activity.

Furthermore, the investor disposed of some holdings:

• SCHX (SCHWAB STRATEGIC TR) was sold significantly during Q2.
• JCPB (J P MORGAN EXCHANGE TRADED F), despite being a significant buy, also saw its share count increase by +190,026 shares (+4.91%).
• SCHM (SCHWAB STRATEGIC TR) experienced a decrease of -33,621 shares (-0.78%).

The portfolio_indicators confirm that Legacy Wealth Management Llc engaged in both substantial purchases and sales during Q2 2026, with the ability to buy large quantities (has_large_buys: true) and sell significant amounts (has_large_sells: true). The specific symbols involved in these activities are highlighted.

For a comprehensive overview of Legacy Wealth Management Llc's portfolio holdings as of June 30th, 2026, please visit their institutional profile. Detailed information on individual stocks like FBND and IWB can be found at their respective pages.