Legacy Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.71B
Q ending 2026-03-31
Prior quarter
$1.74B
Q ending 2025-12-31
Change
-1.2% QoQ · +14.3% YoY
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $364.2M | 558K |
| Ishares Tr | IWB | Shares | $252.5M | 708K |
| Schwab Strategic Tr | SCHK | Shares | $188.0M | 6.0M |
| J P Morgan Exchange Traded F | JCPB | Shares | $182.1M | 3.9M |
| Fidelity Merrimack Str Tr | FBND | Shares | $159.7M | 3.5M |
| Schwab Strategic Tr | SCHM | Shares | $133.8M | 4.3M |
| Ishares Tr | IJH | Shares | $89.4M | 1.3M |
| J P Morgan Exchange Traded F | JPST | Shares | $84.3M | 1.7M |
| Ishares Tr | IXUS | Shares | $64.1M | 740K |
| Schwab Strategic Tr | SCHX | Shares | $58.5M | 2.3M |
| Ishares Tr | IJR | Shares | $51.5M | 414K |
| Schwab Strategic Tr | SCHA | Shares | $23.7M | 814K |
| Hartford Fds Exchange Traded | HMOP | Shares | $23.4M | 603K |
| Ishares Tr | IWM | Shares | $13.2M | 53K |
| Vanguard Index Fds | VTI | Shares | $9.3M | 29K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.3M | 10K |
| Ishares Tr | AGG | Shares | $4.0M | 41K |
| Schwab Strategic Tr | SCHB | Shares | $1.0M | 41K |
| Schwab Strategic Tr | SCHZ | Shares | $947K | 41K |
| Schwab Strategic Tr | SCMB | Shares | $930K | 36K |
| Vanguard Index Fds | VUG | Shares | $683K | 2K |
| Ishares Tr | IWF | Shares | $621K | 1K |
| Ishares Tr | IWD | Shares | $424K | 2K |
| At&T Inc | T | Shares | $327K | 11K |
| Invesco Qqq Tr | QQQ | Shares | $308K | 533 |
| Vanguard Index Fds | VOO | Shares | $295K | 493 |
| Nvidia Corporation | NVDA | Shares | $265K | 2K |
| Apple Inc | AAPL | Shares | $256K | 1K |
| Dimensional Etf Trust | DFAC | Shares | $243K | 6K |
| Microsoft Corp | MSFT | Shares | $209K | 565 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.