EdgeMarket › What Legacy Wealth Management, Llc reported owning
What Legacy Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
30Quarter
2026-03-31Shown below
30largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 364.2M | 21.2% | 557.6K | 769.31 | +20.0% |
| IWB iShares Russell 1000 ETF | 252.5M | 14.7% | 708.2K | 419.69 | +19.8% |
| SCHK Schwab 1000 Index ETF | 188.0M | 11.0% | 6.0M | 36.96 | +20.1% |
| JCPB JPMorgan Core Plus Bond ETF | 182.1M | 10.6% | 3.9M | 46.16 | -1.8% |
| FBND Fidelity Total Bond ETF | 159.7M | 9.3% | 3.5M | 44.90 | -2.1% |
| SCHM Schwab U.S. Mid Cap ETF | 133.8M | 7.8% | 4.3M | 36.16 | +25.4% |
| IJH iShares Core S&P Mid-Cap ETF | 89.4M | 5.2% | 1.3M | 76.77 | +20.8% |
| JPST JPMorgan Ultra-Short Income ETF | 84.3M | 4.9% | 1.7M | 50.53 | -0.3% |
| IXUS iShares Core MSCI Total International Stock ET | 64.1M | 3.7% | 739.8K | 97.94 | +22.5% |
| SCHX Schwab U.S. Large-Cap ETF | 58.5M | 3.4% | 2.3M | 30.21 | +19.6% |
| IJR iShares Core S&P Small-Cap ETF | 51.5M | 3.0% | 414.4K | 147.31 | +29.0% |
| SCHA Schwab U.S. Small-Cap ETF | 23.7M | 1.4% | 814.4K | 34.83 | +32.4% |
| HMOP Hartford Municipal Opportunities ETF | 23.4M | 1.4% | 603.5K | 38.66 | +0.9% |
| IWM iShares Russell 2000 ETF | 13.2M | 0.8% | 53.4K | 299.96 | +33.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 9.3M | 0.5% | 29.1K | 378.24 | +20.5% |
| SPY SPDR S&P 500 ETF TRUST | 6.3M | 0.4% | 9.7K | 765.72 | +20.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4.0M | 0.2% | 40.8K | 97.35 | -1.7% |
| SCHB Schwab U.S. Broad Market ETF | 1.0M | 0.1% | 40.8K | 29.61 | +20.4% |
| SCHZ Schwab US Aggregate Bond ETF | 946.6K | 0.1% | 40.8K | 22.77 | -1.8% |
| SCMB Schwab Municipal Bond ETF | 929.9K | 0.1% | 36.5K | 25.29 | +0.7% |
| VUG Vanguard Morningstar Growth ETF | 682.7K | 0.0% | 1.6K | 87.50 | +15.9% |
| IWF iShares Russell 1000 Growth Fund | 620.8K | 0.0% | 1.5K | 122.39 | +11.2% |
| IWD iShares Russell 1000 Value ETF | 423.9K | 0.0% | 2.0K | 257.29 | +29.2% |
| T AT&T INC. | 326.6K | 0.0% | 11.3K | 25.29 | -13.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 307.6K | 0.0% | 533 | 713.44 | +26.1% |
| VOO Vanguard S&P 500 ETF | 294.5K | 0.0% | 493 | 703.71 | +20.0% |
| NVDA NVIDIA CORP | 265.4K | 0.0% | 1.5K | 214.72 | +22.4% |
| AAPL Apple Inc. | 255.6K | 0.0% | 1.0K | 309.35 | +36.9% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 243.1K | 0.0% | 6.3K | 45.61 | +22.8% |
| MSFT MICROSOFT CORP | 209.1K | 0.0% | 565 | 483.24 | -4.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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