Holders — by stockHoldings — by fund
Legacy Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001488921
$1.91B
disclosed book value
30
positions
22.1%
largest position share
Positions, as of 2026-06-30
top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 564,713 | $422.9M | 22.1% |
| 2 | IWBISHARES TR | 702,613 | $287.7M | 15.1% |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 5.5M | $250.0M | 13.1% |
| 4 | SCHKSCHWAB STRATEGIC TR | 5.8M | $210.9M | 11% |
| 5 | JCPBJ P MORGAN EXCHANGE TRADED F | 4.1M | $190.5M | 10% |
| 6 | SCHMSCHWAB STRATEGIC TR | 4.3M | $158.0M | 8.3% |
| 7 | IJHISHARES TR | 1.3M | $100.4M | 5.3% |
| 8 | IXUSISHARES TR | 728,716 | $69.5M | 3.6% |
| 9 | SCHXSCHWAB STRATEGIC TR | 2.2M | $63.5M | 3.3% |
| 10 | IJRISHARES TR | 409,323 | $60.7M | 3.2% |
| 11 | SCHASCHWAB STRATEGIC TR | 732,766 | $26.5M | 1.4% |
| 12 | HMOPHARTFORD FDS EXCHANGE TRADED | 617,517 | $24.2M | 1.3% |
| 13 | IWMISHARES TR | 52,705 | $15.8M | 0.8% |
| 14 | VTIVANGUARD INDEX FDS | 29,077 | $10.8M | 0.6% |
| 15 | SPYSTATE STR SPDR S&P 500 ETF T | 9,742 | $7.3M | 0.4% |
| 16 | AGGISHARES TR | 37,783 | $3.7M | 0.2% |
| 17 | JPSTJ P MORGAN EXCHANGE TRADED F | 35,085 | $1.8M | 0.1% |
| 18 | SCHBSCHWAB STRATEGIC TR | 41,259 | $1.2M | 0.1% |
| 19 | SCHZSCHWAB STRATEGIC TR | 46,343 | $1.1M | 0.1% |
| 20 | SCMBSCHWAB STRATEGIC TR | 36,507 | $942,611 | 0% |
| 21 | VUGVANGUARD INDEX FDS | 9,198 | $792,316 | 0% |
| 22 | IWFISHARES TR | 5,096 | $632,770 | 0% |
| 23 | QQQINVESCO QQQ TR | 513 | $377,424 | 0% |
| 24 | IWDISHARES TR | 1,504 | $364,615 | 0% |
| 25 | VOOVANGUARD INDEX FDS | 493 | $338,568 | 0% |
| 26 | NVDANVIDIA CORPORATION | 1,454 | $290,931 | 0% |
| 27 | DFACDIMENSIONAL ETF TRUST | 6,256 | $277,516 | 0% |
| 28 | TAT&T INC | 13,192 | $273,074 | 0% |
| 29 | AAPLAPPLE INC | 917 | $265,343 | 0% |
| 30 | VXUSVANGUARD STAR FDS | 2,780 | $237,630 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.