Legacy Wealth Management, LLC
CIK: 1488921SEC EDGAR →
Portfolio Value
$1.0T
Holdings
30
As of
Q1 2026
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,000,541 | $188.0B | 18.52% |
| 2 | J P MORGAN EXCHANGE TRADED F | 3,867,634 | $182.1B | 17.94% |
| 3 | FIDELITY MERRIMACK STR TR | 3,499,700 | $159.7B | 15.73% |
| 4 | SCHWAB STRATEGIC TR | 4,320,097 | $133.8B | 13.18% |
| 5 | ISHARES TR | 1,324,253 | $89.4B | 8.81% |
| 6 | J P MORGAN EXCHANGE TRADED F | 1,666,333 | $84.3B | 8.31% |
| 7 | ISHARES TR | 739,814 | $64.1B | 6.31% |
| 8 | SCHWAB STRATEGIC TR | 2,283,449 | $58.5B | 5.77% |
| 9 | SCHWAB STRATEGIC TR | 814,448 | $23.7B | 2.33% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 603,467 | $23.4B | 2.30% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $991.5B | 97.7% |
| Unknown | 2 | $23.4B | 2.3% |
| Communication Services | 1 | $326.6M | 0.0% |
| Technology | 3 | $730K | 0.0% |