Legacy Wealth Management, Inc 13F Holdings · Q2 2026
Legacy Wealth Management, Inc reported 30 securities worth $1.91B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (22.13%), IWB (15.05%), FBND (13.08%). Among its top 25 positions this quarter: 10 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $422.9M | 22.13% | 564,713 | Added |
| 2 | IWB | ISHARES TR | $287.7M | 15.05% | 702,613 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $250.0M | 13.08% | 5.5M | Added |
| 4 | SCHK | SCHWAB STRATEGIC TR | $210.9M | 11.03% | 5.8M | Trimmed |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $190.5M | 9.97% | 4.1M | Added |
| 6 | SCHM | SCHWAB STRATEGIC TR | $158.0M | 8.27% | 4.3M | Trimmed |
| 7 | IJH | ISHARES TR | $100.4M | 5.25% | 1.3M | Trimmed |
| 8 | IXUS | ISHARES TR | $69.5M | 3.64% | 728,716 | Trimmed |
| 9 | SCHX | SCHWAB STRATEGIC TR | $63.5M | 3.32% | 2.2M | Trimmed |
| 10 | IJR | ISHARES TR | $60.7M | 3.18% | 409,323 | Trimmed |
| 11 | SCHA | SCHWAB STRATEGIC TR | $26.5M | 1.39% | 732,766 | Trimmed |
| 12 | HMOP | HARTFORD FDS EXCHANGE TRADED | $24.2M | 1.26% | 617,517 | Added |
| 13 | IWM | ISHARES TR | $15.8M | 0.83% | 52,705 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $10.8M | 0.56% | 29,077 | Hold |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 0.38% | 9,742 | Added |
| 16 | AGG | ISHARES TR | $3.7M | 0.20% | 37,783 | Trimmed |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.09% | 35,085 | Trimmed |
| 18 | SCHB | SCHWAB STRATEGIC TR | $1.2M | 0.06% | 41,259 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $1.1M | 0.06% | 46,343 | Added |
| 20 | SCMB | SCHWAB STRATEGIC TR | $942,611 | 0.05% | 36,507 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $792,316 | 0.04% | 9,198 | Added |
| 22 | IWF | ISHARES TR | $632,770 | 0.03% | 5,096 | Added |
| 23 | IWD | ISHARES TR | $364,615 | 0.02% | 1,504 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $290,931 | 0.02% | 1,454 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $377,424 | 0.02% | 513 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR