Legacy Wealth Management, LLC
CIK: 1488921SEC EDGAR →
Portfolio Value
$1.1T
Holdings
34
As of
Q3 2026
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 5,724,705 | $209.9B | 19.45% |
| 2 | FIDELITY MERRIMACK STR TR | 4,559,893 | $197.4B | 18.30% |
| 3 | J P MORGAN EXCHANGE TRADED F | 3,918,429 | $175.5B | 16.26% |
| 4 | SCHWAB STRATEGIC TR | 4,330,359 | $147.3B | 13.65% |
| 5 | ISHARES TR | 1,286,334 | $92.6B | 8.58% |
| 6 | ISHARES TR | 730,113 | $69.4B | 6.43% |
| 7 | SCHWAB STRATEGIC TR | 2,165,527 | $65.0B | 6.02% |
| 8 | ISHARES TR | 533,295 | $50.4B | 4.67% |
| 9 | SCHWAB STRATEGIC TR | 722,463 | $23.6B | 2.18% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 512,834 | $18.9B | 1.75% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $1.1T | 98.2% |
| Unknown | 2 | $18.9B | 1.8% |
| Communication Services | 1 | $309.8M | 0.0% |
| Technology | 3 | $886K | 0.0% |