Legacy Wealth Management, LLC Q3 2026 Filing
Filed October 22, 2026
Portfolio Value
$1.1T
Holdings
34
Report Date
Q3 2026
Filing Type
13F-HR
All Holdings (34 positions)
| Stock | Value |
|---|---|
SCHKSCHWAB STRATEGIC TR | $209.9B |
FBNDFIDELITY MERRIMACK STR TR | $197.4B |
JCPBJ P MORGAN EXCHANGE TRADED F | $175.5B |
SCHMSCHWAB STRATEGIC TR | $147.3B |
IJHISHARES TR | $92.6B |
IXUSISHARES TR | $69.4B |
SCHXSCHWAB STRATEGIC TR | $65.0B |
AGGISHARES TR | $50.4B |
SCHASCHWAB STRATEGIC TR | $23.6B |
HEMIHARTFORD FDS EXCHANGE TRADED | $18.9B |
JBNDJ P MORGAN EXCHANGE TRADED F | $13.5B |
JMUBJ P MORGAN EXCHANGE TRADED F | $6.7B |
SCHZSCHWAB STRATEGIC TR | $2.3B |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.8B |
SCHBSCHWAB STRATEGIC TR | $990.6M |
VOVANGUARD INDEX FDS | $879.2M |
VUGVANGUARD INDEX FDS | $824.3M |
SCMBSCHWAB STRATEGIC TR | $653.4M |
IVVISHARES TR | $438.2M |
TAT&T INC | $309.8M |
IWBISHARES TR | $290.3M |
DFACDIMENSIONAL ETF TRUST | $278.1M |
VXUSVANGUARD STAR FDS | $225.7M |
IJRISHARES TR | $55.7M |
IWMISHARES TR | $14.5M |
VTIVANGUARD INDEX FDS | $11.3M |
SPYSTATE STR SPDR S&P 500 ETF T | $7.2M |
IWFISHARES TR | $631K |
VOOVANGUARD INDEX FDS | $495K |
NDQINVESCO QQQ TR | $386K |
IWDISHARES TR | $373K |
NVDANVIDIA CORPORATION | $336K |
AAPLAPPLE INC | $305K |
MSFTMICROSOFT CORP | $245K |