Legacy Wealth Management, LLC — 13F holdings

Legacy Wealth Management, LLC reported 34 holdings worth $1.90B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. IVV ISHARES TR — $438M (23.1%)
  2. IWB ISHARES TR — $290M (15.3%)
  3. SCHK SCHWAB STRATEGIC TR — $210M (11.1%)
  4. FBND FIDELITY MERRIMACK STR TR — $197M (10.4%)
  5. JCPB J P MORGAN EXCHANGE TRADED F — $175M (9.2%)
  6. SCHM SCHWAB STRATEGIC TR — $147M (7.8%)
  7. IJH ISHARES TR — $92.6M (4.9%)
  8. IXUS ISHARES TR — $69.4M (3.7%)
  9. SCHX SCHWAB STRATEGIC TR — $65.0M (3.4%)
  10. IJR ISHARES TR — $55.7M (2.9%)