Legacy Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Legacy Wealth Management, LLC reported 30 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.2% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 14.7%) and Schwab 1000 Index ETF (SCHK, 11.0%). Compared with Q4 2025, it sold out of 1, added to 17 and reduced 10. The biggest buy was JPMorgan Core Plus Bond ETF (JCPB, shares +4%) and the biggest sale Schwab 1000 Index ETF (SCHK, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MEMPHIS, TN
- CIK
- 0001488921
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001488921-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 30 stocks · $1.7B
| IVV iShares Core S&P 500 ETF | 21.24% | 557,593 | $364.2M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 14.73% | 708,202 | $252.5M | Reduce -0.3% |
| SCHK Schwab 1000 Index ETF | 10.96% | 6,000,541 | $188.0M | Reduce -1.9% |
| JCPB JPMorgan Core Plus Bond ETF | 10.62% | 3,867,634 | $182.1M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 9.31% | 3,499,700 | $159.7M | Add +2.4% |
| SCHM Schwab US Mid Cap ETF | 7.80% | 4,320,097 | $133.8M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 5.22% | 1,324,253 | $89.4M | Reduce -1.9% |
| JPST JPMorgan Ultra-Short Income | 4.92% | 1,666,333 | $84.3M | Add +2.1% |
| IXUS iShares Core Intl Stock ETF | 3.74% | 739,814 | $64.1M | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 3.41% | 2,283,449 | $58.5M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 3.00% | 414,434 | $51.5M | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 1.38% | 814,448 | $23.7M | Reduce -3.8% |
| HMOP Hartford Municipal Opp ETF | 1.36% | 603,467 | $23.4M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.77% | 53,380 | $13.2M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 29,077 | $9.3M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 9,714 | $6.3M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.24% | 40,758 | $4.0M | Add +4.7% |
| SCHB Schwab US Broad Market ETF | 0.06% | 40,803 | $1.0M | Add +7.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.06% | 40,768 | $947K | Add +35.5% |
| SCMB Schwab Municipal Bond ETF | 0.05% | 36,497 | $930K | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 1,563 | $683K | Add +1.6% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,456 | $621K | No change |
| IWD iShares Russell 1000 Value E | 0.02% | 1,984 | $424K | No change |
| T AT&T Inc. | 0.02% | 11,265 | $327K | Reduce -39.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 533 | $308K | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.02% | 493 | $295K | Add +10.3% |
| NVDA Nvidia Corp. | 0.02% | 1,522 | $265K | Reduce -26.9% |
| AAPL Apple Inc. | 0.01% | 1,007 | $256K | Reduce -18.7% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 6,256 | $243K | No change |
| MSFT Microsoft Corp. | 0.01% | 565 | $209K | Add +5.6% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHK Schwab 1000 Index ETF | Reduce -1.9% | 10.96% | −0.60 |
| IWB iShares Russell 1000 ETF | Reduce -0.3% | 14.73% | −0.56 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -39.5% | 0.02% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.8% | 1.38% | −0.01 |
| NVDA Nvidia Corp. | Reduce -26.9% | 0.02% | −0.01 |
| AAPL Apple Inc. | Reduce -18.7% | 0.01% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 0.77% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.8% | 3.74% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 5.22% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 3.00% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| JCPB JPMorgan Core Plus Bond ETF | Add +3.7% | 10.62% | +0.44 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 7.80% | +0.32 |
| FBND Fidelity Total Bond ETF | Add +2.4% | 9.31% | +0.25 |
| JPST JPMorgan Ultra-Short Income | Add +2.1% | 4.92% | +0.16 |
| HMOP Hartford Municipal Opp ETF | Add +1.2% | 1.36% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +35.5% | 0.06% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +4.7% | 0.24% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +7.3% | 0.06% | +0.00 |
| SCMB Schwab Municipal Bond ETF | Add +4.1% | 0.05% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +10.3% | 0.02% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.9% | 0.02% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 0.54% | −0.00 |
| MSFT Microsoft Corp. | Add +5.6% | 0.01% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.6% | 0.04% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +3.5% | 3.41% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.37% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 21.24% | −0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.9B | IVV, IWB, FBND, SCHK, JCPB |
| Q1 2026 | 30 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q4 2025 | 31 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q3 2025 | 29 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q2 2025 | 31 | $1.6B | IVV, IWB, SCHK, JCPB, FBND |
| Q1 2025 | 40 | $1.5B | IVV, IWB, SCHK, JCPB, FBND |
| Q4 2024 | 42 | $1.6B | IVV, IWB, SCHK, JCPB, FBND |
| Q3 2024 | 44 | $1.5B | IVV, IWB, SCHK, JCPB, FBND |
| Q2 2024 | 23 | $1.4B | IVV, IWB, SCHK, FBND, JCPB |
| Q1 2024 | 25 | $1.4B | IVV, IWB, SCHK, FBND, JCPB |