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Q3 2026 13F · SEC CIK 1488921

Legacy Wealth Management, LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.9B
Reported positions
34
Top holdings a year, 3 yrs
+14.3%
Assets under management
$2.7B

Legacy Wealth Management, LLC is a wealth manager that reported 34 positions worth $1.9B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Ishares Tr (IVV, 23.1%), Ishares Tr (IWB, 15.3%), Schwab Strategic Tr (SCHK, 11.1%). A portfolio copying its top holdings returned 14.3% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy Wealth Management, LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Wealth Management, LLC 13F holdings
Stock% of 13F valueShare changeReported value
IVVIshares Tr23.1%+1.3%$438.2M
IWBIshares Tr15.3%-0.7%$290.3M
SCHKSchwab Strategic Tr11.1%-2.1%$209.9M
FBNDFidelity Merrimack Str Tr10.4%-17.0%$197.4M
JCPBJ P Morgan Exchange Traded F9.2%-3.4%$175.5M
SCHMSchwab Strategic Tr7.8%+1.0%$147.3M
IJHIshares Tr4.9%-1.2%$92.6M
IXUSIshares Tr3.7%+0.2%$69.4M
SCHXSchwab Strategic Tr3.4%+0.3%$65.0M
IJRIshares Tr2.9%+0.1%$55.7M
AGGIshares Tr2.7%+1311.5%$50.4M
SCHASchwab Strategic Tr1.2%-1.4%$23.6M
HMOPHartford Fds Exchange Traded1.0%-17.0%$18.9M
IWMIshares Tr0.8%-1.0%$14.5M
JBNDJ P Morgan Exchange Traded F0.7%—$13.5M
VTIVanguard Index Fds0.6%+4.2%$11.3M
SPYState Str Spdr S&p 500 ETF T0.4%-3.3%$7.2M
JMUBJ P Morgan Exchange Traded F0.4%—$6.7M
SCHZSchwab Strategic Tr0.1%+123.7%$2.3M
JPSTJ P Morgan Exchange Traded F0.1%+0.9%$1.8M
SCHBSchwab Strategic Tr0.1%-18.1%$991K
VOVanguard Index Fds0.0%—$879K
VUGVanguard Index Fds0.0%-0.5%$824K
SCMBSchwab Strategic Tr0.0%-25.9%$653K
IWFIshares Tr0.0%-1.1%$631K
VOOVanguard Index Fds0.0%+43.4%$495K
QQQInvesco Qqq Tr0.0%+1.8%$386K
IWDIshares Tr0.0%+0.0%$373K
NVDANvidia Corporation0.0%+1.2%$336K
TAt&t Inc0.0%-3.8%$310K
AAPLApple Inc0.0%-0.1%$305K
DFACDimensional ETF Trust0.0%+0.0%$278K
MSFTMicrosoft Corp0.0%—$245K
VXUSVanguard Star Fds0.0%-4.4%$226K

What Legacy Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+15.8% /yr
S&P 500 +20.1%
3 years
+14.3% /yr
S&P 500 +20.4%
5 years
+6.7% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$1.9B34
Q2 2026$1.9B30
Q1 2026$1.7B30
Q4 2025$1.7B31
Q3 2025$1.7B29
Q2 2025$1.6B31
Q1 2025$1.5B40
Q4 2024$1.6B42
Q3 2024$1.5B44
Q2 2024$1.4B23
Q1 2024$1.4B25
Q4 2023$1.3B22

Questions about Legacy Wealth Management, LLC's portfolio

What stocks does Legacy Wealth Management, LLC own?

Legacy Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 34 positions worth $1.9B. The largest are Ishares Tr (IVV) at 23.1%, Ishares Tr (IWB) at 15.3%, Schwab Strategic Tr (SCHK) at 11.1%, Fidelity Merrimack Str Tr (FBND) at 10.4% and J P Morgan Exchange Traded F (JCPB) at 9.2%.

What did Legacy Wealth Management, LLC buy last quarter?

In Q3 2026, Legacy Wealth Management, LLC added a new position in J P Morgan Exchange Traded F (JBND), a new position in J P Morgan Exchange Traded F (JMUB), a new position in Vanguard Index Fds (VO), a new position in Microsoft Corp (MSFT), Ishares Tr (AGG) (+1311.5% shares), Schwab Strategic Tr (SCHZ) (+123.7% shares) and Vanguard Index Fds (VOO) (+43.4% shares), compared with its Q2 2026 filing.

What did Legacy Wealth Management, LLC sell last quarter?

In Q3 2026, Legacy Wealth Management, LLC Schwab Strategic Tr (SCMB) (-25.9% shares), Schwab Strategic Tr (SCHB) (-18.1% shares) and Fidelity Merrimack Str Tr (FBND) (-17.0% shares), compared with its Q2 2026 filing.

How has Legacy Wealth Management, LLC's portfolio performed?

A portfolio copying Legacy Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Legacy Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Wealth Management, LLC manage?

Legacy Wealth Management, LLC reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.