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CIK: 0001488921
Total reported value
$1.9B
$1.9B
30 檔
71.7%
As reported in its official Q2 2026 Form 13F filing, Legacy Wealth Management, LLC's tracked investment portfolio stood at $1.9B with 30 total positions.
In Q2 2026, Legacy Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.13% | +0.95% | +1.28% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 15.05% | +0.24% | -0.79% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 13.08% | -2.68% | +57.03% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 11.03% | +0.03% | -2.54% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.97% | -0.73% | +4.91% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.27% | -0.51% | -0.78% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.25% | -0.37% | -1.69% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.64% | +0.01% | -1.50% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.32% | +0.10% | -5.47% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.18% | -0.24% | -1.23% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | -0.15% | -10.03% | |
| 12 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.26% | -0.26% | +2.33% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.83% | -0.07% | -1.26% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.04% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | — | +0.29% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | +2.46% | -7.30% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.09% | — | -97.89% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | -0.01% | +1.12% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.06% | +0.06% | +13.67% | |
| 20 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.05% | -0.02% | +0.03% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.04% | — | +488.48% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | — | +250.00% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | -3.75% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | -24.19% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | +0.01% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | -4.47% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.01% | +0.01% | +17.11% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.01% | +0.01% | -8.94% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +3.8% | +57.03% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +1.28% | Add |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.5% | -0.78% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.3% | -0.79% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.23% | Trim |
| 6 | SCHK | Schwab 1000 Index ETF | +0.1% | -2.54% | Trim |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.26% | Trim |
| 8 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.69% | Trim |
| 9 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 10 | SCHA | Schwab US Small-cap ETF | 0% | -10.03% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.29% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | 0% | NEW | New buy |
| 13 | SCHB | Schwab US Broad Market ETF | — | +1.12% | Add |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | — | +13.67% | Add |
| 15 | VUG | Vanguard Growth ETF | — | +488.48% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | — | -3.75% | Trim |
| 17 | IWD | Ishares Russell 1000 Value E | — | -24.19% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 19 | DFAC | Dimensional US Core Equity 2 | — | — | Unchanged |
| 20 | NVDA | Nvidia CORP | — | -4.47% | Trim |
| 21 | SCMB | Schwab Municipal Bond ETF | — | +0.03% | Add |
| 22 | AAPL | Apple Inc | — | -8.94% | Trim |
| 23 | MSFT | Microsoft CORP | 0% | EXIT | Sold out |
| 24 | T | At&t Inc | 0% | +17.11% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +250.00% | Add |
| 26 | AGG | Ishares Core U.s. Aggregate | 0% | -7.30% | Trim |
| 27 | SCHX | Schwab US Large-cap ETF | -0.1% | -5.47% | Trim |
| 28 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -1.50% | Trim |
| 29 | HMOP | Hartford Municipal Opp ETF | -0.1% | +2.33% | Add |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | -0.7% | +4.91% | Add |
| 31 | JPST | Jpmorgan Ultra-short Income | -4.8% | -97.89% | Trim |
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 Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWB, FBND) accounted for 71.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VXUS
市值: $237.6K
Top Position Liquidated / Trimmed
MSFT
前期市值: $209.1K
During Q2 2026, Legacy Wealth Management, LLC's top holdings by market value included IVV (22.1%)、IWB (15.1%)、FBND (13.1%). The largest single position, IVV, represented 22.1% of total portfolio value.
In Q2 2026, Legacy Wealth Management, LLC made 28 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 15 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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