Legacy Wealth Management, LLC
13F Reported Value
ⓘ$1.9B
Holdings
30
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Wealth Management, LLC disclosed 30 positions worth $1.9B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 1 and a full exit from $MSFT. The portfolio is most concentrated in Other (100.0% of disclosed assets). All figures are sourced directly from Legacy Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1488921.
AI Fund Analysis
Concentrating
$SPYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$422.9M564,713 shISHARES TR - RUS 1000 ETF
—Quality
$287.7M702,613 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$250.0M5,495,432 shSCHWAB STRATEGIC TR - 1000 INDEX ETF
—Quality
$210.9M5,848,312 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$190.5M4,057,660 shSCHWAB STRATEGIC TR - US MID-CAP ETF
—Quality
$158.0M4,286,476 shISHARES TR - CORE S&P MCP ETF
—Quality
$100.4M1,301,904 shISHARES TR - CORE MSCI TOTAL
—Quality
$69.5M728,716 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$63.5M2,158,489 shISHARES TR - CORE S&P SCP ETF
—Quality
$60.7M409,323 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $422.9M | 564,713 |
| ISHARES TR - RUS 1000 ETF | — | $287.7M | 702,613 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $250.0M | 5,495,432 |
| SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $210.9M | 5,848,312 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $190.5M | 4,057,660 |
| SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $158.0M | 4,286,476 |
| ISHARES TR - CORE S&P MCP ETF | — | $100.4M | 1,301,904 |
| ISHARES TR - CORE MSCI TOTAL | — | $69.5M | 728,716 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $63.5M | 2,158,489 |
| ISHARES TR - CORE S&P SCP ETF | — | $60.7M | 409,323 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Management, LLC's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Other
$1.9B
Technology
$556,274
Communication Services
$273,074
Full Holdings — Legacy Wealth Management, LLC (Q2 2026)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $422.9M | 22.1% | +1% | — |
| 2 | — | ISHARES TR - RUS 1000 ETF | $287.7M | 15.1% | -1% | — |
| 3 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $250.0M | 13.1% | +57% | — |
| 4 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $210.9M | 11.0% | -3% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $190.5M | 10.0% | +5% | — |
| 6 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $158.0M | 8.3% | -1% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $100.4M | 5.3% | -2% | — |
| 8 | — | ISHARES TR - CORE MSCI TOTAL | $69.5M | 3.6% | -2% | — |
| 9 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $63.5M | 3.3% | -5% | — |
| 10 | — | ISHARES TR - CORE S&P SCP ETF | $60.7M | 3.2% | -1% | — |
| 11 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $26.5M | 1.4% | -10% | — |
| 12 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $24.2M | 1.3% | +2% | — |
| 13 | — | ISHARES TR - RUSSELL 2000 ETF | $15.8M | 0.8% | -1% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.8M | 0.6% | +0% | — |
| 15 | $SPY | SPDR S&P 500 ETF TRUST | $7.3M | 0.4% | +0% | — |
| 16 | — | ISHARES TR - CORE US AGGBD ET | $3.7M | 0.2% | -7% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.8M | 0.1% | -98% | — |
| 18 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.2M | 0.1% | +1% | — |
| 19 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.1M | 0.1% | +14% | — |
| 20 | — | SCHWAB STRATEGIC TR - MUN BD ETF | $942,611 | 0.1% | +0% | — |
| 21 | — | VANGUARD INDEX FDS - GROWTH ETF | $792,316 | 0.0% | +488% | — |
| 22 | — | ISHARES TR - RUS 1000 GRW ETF | $632,770 | 0.0% | +250% | — |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $377,424 | 0.0% | -4% | — |
| 24 | — | ISHARES TR - RUS 1000 VAL ETF | $364,615 | 0.0% | -24% | — |
| 25 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $338,568 | 0.0% | +0% | — |
| 26 |  $NVDA | NVIDIA CORP | $290,931 | 0.0% | -4% | 90.2 |
| 27 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $277,516 | 0.0% | +0% | — |
| 28 |  $T | AT&T INC. | $273,074 | 0.0% | +17% | 71.9 |
| 29 |  $AAPL | Apple Inc. | $265,343 | 0.0% | -9% | 76.1 |
| 30 | — | VANGUARD STAR FDS - VG TL INTL STK F | $237,630 | 0.0% | NEW | — |
New Positions (1)
Exited Positions (1)
$MSFT MICROSOFT CORPBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Legacy Wealth Management, LLC including:
Track Legacy Wealth Management, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Legacy Wealth Management, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Legacy Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Wealth Management, LLC (SEC CIK: 1488921), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Legacy Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.