Legacy Wealth Management
$1.9B 13F equity value
31 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 564,713 | $423M | 22.1% |
| IWB | ISHARES TR | 702,613 | $288M | 15.1% |
| FBND | FIDELITY MERRIMACK STR TR | 5,495,432 | $250M | 13.1% |
| SCHK | SCHWAB STRATEGIC TR | 5,848,312 | $211M | 11.0% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4,057,660 | $190M | 10.0% |
| SCHM | SCHWAB STRATEGIC TR | 4,286,476 | $158M | 8.3% |
| IJH | ISHARES TR | 1,301,904 | $100M | 5.3% |
| IXUS | ISHARES TR | 728,716 | $70M | 3.6% |
| SCHX | SCHWAB STRATEGIC TR | 2,158,489 | $64M | 3.3% |
| IJR | ISHARES TR | 409,323 | $61M | 3.2% |
Track Legacy Wealth Management's 13F portfolio: $1.9B in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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