Legacy Wealth Management, LLC
CIK 1488921
13F filing for Q2 2026・No. 1,697
- Holdings
- US$1.91B
- Quarter change
- +US$196.6M
- Entries
- 30
- Net bought (estimate)
- +US$3.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 17
- Added 9
- Corporate actions 0
- Unchanged 3
Largest holdings
30 stocks worth US$1.91B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 564,713 | US$422.91M | 22.13% |
| IWBISHARES TRRUS 1000 ETF | Cut | 702,613 | US$287.72M | 15.05% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 5,495,432 | US$249.99M | 13.08% |
| SCHWAB STRATEGIC TR1000 INDEX ETF | Cut | 5,848,312 | US$210.89M | 11.03% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 4,057,660 | US$190.47M | 9.97% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Cut | 4,286,476 | US$158.04M | 8.27% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 1,301,904 | US$100.39M | 5.25% |
| ISHARES TRCORE MSCI TOTAL | Cut | 728,716 | US$69.55M | 3.64% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 2,158,489 | US$63.52M | 3.32% |
| ISHARES TRCORE S&P SCP ETF | Cut | 409,323 | US$60.71M | 3.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.