§ 13F · FUND PROFILE
Legacy Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1698.5T (13F)Positions · 29Turnover · — · Q3Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 538K | $359.8T | 21.2% | — |
| 2 | IWB | ISHARES TR | 723K | $264.1T | 15.5% | — |
| 3 | SCHK | SCHWAB STRATEGIC TR | 6.36M | $204.3T | 12.0% | — |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 3.55M | $168.7T | 9.9% | — |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 3.25M | $150.3T | 8.8% | — |
| 6 | SCHM | SCHWAB STRATEGIC TR | 4.20M | $124.6T | 7.3% | — |
| 7 | IJH | ISHARES TR | 1.38M | $89.8T | 5.3% | — |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 1.55M | $78.5T | 4.6% | — |
| 9 | IXUS | ISHARES TR | 764K | $63.1T | 3.7% | — |
| 10 | SCHX | SCHWAB STRATEGIC TR | 2.28M | $60.1T | 3.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Management, LLC is a Other fund managing $1698485.9 trillion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed