§ 13F · FUND PROFILE
Legacy Wealth Management, Inc.
AUM · $1.7B (13F)Positions · 29Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$238K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 565K | $423M | 22.1% | +1% |
| 2 | IWB | ISHARES TR | 703K | $288M | 15.1% | −1% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 5.50M | $250M | 13.1% | +57% |
| 4 | SCHK | SCHWAB STRATEGIC TR | 5.85M | $211M | 11.0% | −3% |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 4.06M | $190M | 10.0% | +5% |
| 6 | SCHM | SCHWAB STRATEGIC TR | 4.29M | $158M | 8.3% | −1% |
| 7 | IJH | ISHARES TR | 1.30M | $100M | 5.3% | −2% |
| 8 | IXUS | ISHARES TR | 729K | $70M | 3.6% | −1% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 2.16M | $64M | 3.3% | −5% |
| 10 | IJR | ISHARES TR | 409K | $61M | 3.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Management, Inc is a Other fund managing $1.7 billion in assets. The fund runs a focused portfolio of just 29 positions.
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