Legacy Wealth Management, LLC Q1 2026 Filing
Filed April 23, 2026
Portfolio Value
$1.0T
Holdings
30
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (30 positions)
| Stock | Value |
|---|---|
SCHKSCHWAB STRATEGIC TR | $188.0B |
JCPBJ P MORGAN EXCHANGE TRADED F | $182.1B |
FBNDFIDELITY MERRIMACK STR TR | $159.7B |
SCHMSCHWAB STRATEGIC TR | $133.8B |
IJHISHARES TR | $89.4B |
JPSTJ P MORGAN EXCHANGE TRADED F | $84.3B |
IXUSISHARES TR | $64.1B |
SCHXSCHWAB STRATEGIC TR | $58.5B |
SCHASCHWAB STRATEGIC TR | $23.7B |
HEMIHARTFORD FDS EXCHANGE TRADED | $23.4B |
AGGISHARES TR | $4.0B |
SCHBSCHWAB STRATEGIC TR | $1.0B |
SCHZSCHWAB STRATEGIC TR | $946.6M |
SCMBSCHWAB STRATEGIC TR | $929.9M |
IVVISHARES TR | $364.2M |
TAT&T INC | $326.6M |
IWBISHARES TR | $252.5M |
DFACDIMENSIONAL ETF TRUST | $243.1M |
IJRISHARES TR | $51.5M |
IWMISHARES TR | $13.2M |
VTIVANGUARD INDEX FDS | $9.3M |
SPYSTATE STR SPDR S&P 500 ETF T | $6.3M |
VUGVANGUARD INDEX FDS | $683K |
IWFISHARES TR | $621K |
IWDISHARES TR | $424K |
NDQINVESCO QQQ TR | $308K |
VOOVANGUARD INDEX FDS | $295K |
NVDANVIDIA CORPORATION | $265K |
AAPLAPPLE INC | $256K |
MSFTMICROSOFT CORP | $209K |