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CIK: 0001488921
Total reported value
$1.9B
$1.9B
30 檔
60.0%
During the Q1 2026 filing period, Legacy Wealth Management, LLC (CIK: 0001488921) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 30 reported positions.
In Q1 2026, Legacy Wealth Management, LLC displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.24% | +0.89% | +2.42% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 14.73% | +0.32% | -0.32% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 10.96% | +0.07% | -1.91% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.62% | -0.65% | +3.70% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.31% | +3.77% | +2.44% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.80% | +0.47% | +0.02% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.22% | +0.03% | -1.91% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.92% | -4.83% | +2.14% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.74% | -0.10% | -1.80% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.41% | -0.09% | +3.50% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.00% | +0.18% | -1.05% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.38% | +0.01% | -3.75% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.36% | -0.10% | +1.19% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | +0.06% | -0.58% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.02% | +3.13% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | +0.03% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | -0.04% | +4.66% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | — | +7.32% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.06% | — | +35.55% | |
| 20 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.05% | — | +4.07% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.04% | — | +1.63% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | -0.01% | — | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.02% | -0.01% | -39.51% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | +3.90% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | +10.29% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | -26.86% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.01% | — | -18.66% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | +0.4% | +3.70% | Add |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.3% | +0.02% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | +2.44% | Add |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.2% | +2.14% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.05% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.91% | Trim |
| 7 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -1.80% | Trim |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +35.55% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | 0% | +4.66% | Add |
| 10 | HMOP | Hartford Municipal Opp ETF | 0% | +1.19% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | 0% | -0.58% | Trim |
| 12 | VTI | Vanguard Total Stock Mkt ETF | — | +3.13% | Add |
| 13 | NVDA | Nvidia CORP | — | -26.86% | Trim |
| 14 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 15 | VUG | Vanguard Growth ETF | — | +1.63% | Add |
| 16 | MSFT | Microsoft CORP | — | +5.61% | Add |
| 17 | SCHB | Schwab US Broad Market ETF | — | +7.32% | Add |
| 18 | SCMB | Schwab Municipal Bond ETF | — | +4.07% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | — | +10.29% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | — | +3.90% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 22 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 23 | SCHX | Schwab US Large-cap ETF | 0% | +3.50% | Add |
| 24 | SCHA | Schwab US Small-cap ETF | 0% | -3.75% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.03% | Add |
| 26 | T | At&t Inc | 0% | -39.51% | Trim |
| 27 | AAPL | Apple Inc | 0% | -18.66% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.3% | +2.42% | Add |
| 29 | IWB | Ishares Russell 1000 ETF | -0.6% | -0.32% | Trim |
| 30 | SCHK | Schwab 1000 Index ETF | -0.6% | -1.91% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.9B across 30 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWB, SCHK) accounted for 60.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
GOOGL
前期市值: $253.8K
During Q1 2026, Legacy Wealth Management, LLC's top holdings by market value included IVV (21.2%)、IWB (14.7%)、SCHK (11.0%). The largest single position, IVV, represented 21.2% of total portfolio value.
In Q1 2026, Legacy Wealth Management, LLC made 28 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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