Legacy Wealth Management, Inc

Est. AUM

$1.91B

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$422.9M	564713	22.13%	SOLE
2	ISHARES TR	RUS 1000 ETF	$287.7M	702613	15.05%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$250.0M	5495432	13.08%	SOLE
4	SCHWAB STRATEGIC TR	1000 INDEX ETF	$210.9M	5848312	11.03%	SOLE
5	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$190.5M	4057660	9.97%	SOLE
6	SCHWAB STRATEGIC TR	US MID-CAP ETF	$158.0M	4286476	8.27%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$100.4M	1301904	5.25%	SOLE
8	ISHARES TR	CORE MSCI TOTAL	$69.5M	728716	3.64%	SOLE
9	SCHWAB STRATEGIC TR	US LRG CAP ETF	$63.5M	2158489	3.32%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$60.7M	409323	3.18%	SOLE
11	SCHWAB STRATEGIC TR	US SML CAP ETF	$26.5M	732766	1.39%	SOLE
12	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$24.2M	617517	1.26%	SOLE
13	ISHARES TR	RUSSELL 2000 ETF	$15.8M	52705	0.83%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$10.8M	29077	0.56%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.3M	9742	0.38%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$3.7M	37783	0.20%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.8M	35085	0.09%	SOLE
18	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	41259	0.06%	SOLE
19	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.1M	46343	0.06%	SOLE
20	SCHWAB STRATEGIC TR	MUN BD ETF	$943K	36507	0.05%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$792K	9198	0.04%	SOLE
22	ISHARES TR	RUS 1000 GRW ETF	$633K	5096	0.03%	SOLE
23	INVESCO QQQ TR	UNIT SER 1	$377K	513	0.02%	SOLE
24	ISHARES TR	RUS 1000 VAL ETF	$365K	1504	0.02%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$339K	493	0.02%	SOLE
26	NVIDIA CORPORATION	COM	$291K	1454	0.02%	SOLE
27	DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$278K	6256	0.01%	SOLE
28	AT&T INC	COM	$273K	13192	0.01%	SOLE
29	APPLE INC	COM	$265K	917	0.01%	SOLE
30	VANGUARD STAR FDS	VG TL INTL STK F	$238K	2780	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.