Legacy Wealth Management
$1.7B Assets Reported
31 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 557,593 | $364M | 21.2% |
| IWB | ISHARES TR | 708,202 | $253M | 14.7% |
| SCHK | SCHWAB STRATEGIC TR | 6,000,541 | $188M | 11.0% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3,867,634 | $182M | 10.6% |
| FBND | FIDELITY MERRIMACK STR TR | 3,499,700 | $160M | 9.3% |
| SCHM | SCHWAB STRATEGIC TR | 4,320,097 | $134M | 7.8% |
| IJH | ISHARES TR | 1,324,253 | $89M | 5.2% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,666,333 | $84M | 4.9% |
| IXUS | ISHARES TR | 739,814 | $64M | 3.7% |
| SCHX | SCHWAB STRATEGIC TR | 2,283,449 | $59M | 3.4% |
Track Legacy Wealth Management's 13F portfolio: $1.7B in reported holdings, 31 positions. Top holdings, AUM, and quarterly changes on SentiSense.