Legacy Wealth Management, Inc

Portfolio Overview

Legacy Wealth Management, Inc 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, Inc’s Form 13F-HR filing with the SEC under CIK 1488921.

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $422.9M564,713 sh

• ISHARES TR - RUS 1000 ETF

  —

  Quality

  $287.7M702,613 sh

• FIDELITY MERRIMACK STR TR - TOTAL BD ETF

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  Quality

  $250.0M5,495,432 sh

• SCHWAB STRATEGIC TR - 1000 INDEX ETF

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  Quality

  $210.9M5,848,312 sh

• J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF

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  Quality

  $190.5M4,057,660 sh

• SCHWAB STRATEGIC TR - US MID-CAP ETF

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  Quality

  $158.0M4,286,476 sh

• ISHARES TR - CORE S&P MCP ETF

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  Quality

  $100.4M1,301,904 sh

• ISHARES TR - CORE MSCI TOTAL

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  Quality

  $69.5M728,716 sh

• SCHWAB STRATEGIC TR - US LRG CAP ETF

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  Quality

  $63.5M2,158,489 sh

• ISHARES TR - CORE S&P SCP ETF

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  Quality

  $60.7M409,323 sh

Showing top 10 of 30 holdings.

Full Holdings — Legacy Wealth Management, Inc (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%	85.9
27	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$277,516	0.0%	+0%	—
28	$T	AT&T INC.	$273,074	0.0%	+17%	65.5
29	$AAPL	Apple Inc.	$265,343	0.0%	-9%	76.3
30	—	VANGUARD STAR FDS - VG TL INTL STK F	$237,630	0.0%	NEW	—