Legacy Wealth Management, LLC
CIK: 1488921SEC EDGAR →
Portfolio Value
$1.1T
Holdings
30
As of
Q2 2026
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 5,495,432 | $250.0B | 22.63% |
| 2 | SCHWAB STRATEGIC TR | 5,848,312 | $210.9B | 19.09% |
| 3 | J P MORGAN EXCHANGE TRADED F | 4,057,660 | $190.5B | 17.24% |
| 4 | SCHWAB STRATEGIC TR | 4,286,476 | $158.0B | 14.31% |
| 5 | ISHARES TR | 1,301,904 | $100.4B | 9.09% |
| 6 | ISHARES TR | 728,716 | $69.5B | 6.30% |
| 7 | SCHWAB STRATEGIC TR | 2,158,489 | $63.5B | 5.75% |
| 8 | SCHWAB STRATEGIC TR | 732,766 | $26.5B | 2.40% |
| 9 | HARTFORD FDS EXCHANGE TRADED | 617,517 | $24.2B | 2.19% |
| 10 | ISHARES TR | 37,783 | $3.7B | 0.34% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $1.1T | 97.8% |
| Unknown | 2 | $24.2B | 2.2% |
| Communication Services | 1 | $273.1M | 0.0% |
| Technology | 2 | $556K | 0.0% |