LEGACY WEALTH MANAGEMENT, LLC

Filed: 1/21/2026ACC: 0001488921-26-000001

📋 What this filing means

LEGACY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $1.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.74B

Total AUM (reported)

26.91M

Total Shares

Allocation by class

CORE S&P500 ETF$372.91M21.5%

RUS 1000 ETF$265.32M15.3%

1000 INDEX ETF$200.66M11.6%

CORE PLUS BD ETF$176.60M10.2%

TOTAL BD ETF$157.29M9.1%

US MID-CAP ETF$129.88M7.5%

CORE S&P MCP ETF$89.10M5.1%

Portfolio Concentration

Top 3$838.88M48.3%

4–10$758.54M43.7%

11–25$136.25M7.9%

Rest$1.69M0.1%

Top 3 weight

48.3%

Top 10 weight

92.1%

Voting Authority Distribution

Total shares with voting rights: 26.91M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

26.91M

% of voting shares100.0%

Investment Discretion (by position count)

Sole31

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings31

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares544.43K

TypeSH

Market value$372.91M

21.49%

Sole

0.00

Shared

0.00

None

544.43K

ISHARES TR

SOLE

RUS 1000 ETF

Shares710.48K

TypeSH

Market value$265.32M

15.29%

Sole

0.00

Shared

0.00

None

710.48K

SCHWAB STRATEGIC TR

SOLE

1000 INDEX ETF

Shares6.12M

TypeSH

Market value$200.66M

11.56%

Sole

0.00

Shared

0.00

None

6.12M

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares3.73M

TypeSH

Market value$176.60M

10.18%

Sole

0.00

Shared

0.00

None

3.73M

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares3.42M

TypeSH

Market value$157.29M

9.06%

Sole

0.00

Shared

0.00

None

3.42M

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares4.32M

TypeSH

Market value$129.88M

7.48%

Sole

0.00

Shared

0.00

None

4.32M

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares1.35M

TypeSH

Market value$89.10M

5.13%

Sole

0.00

Shared

0.00

None

1.35M

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares1.63M

TypeSH

Market value$82.53M

4.76%

Sole

0.00

Shared

0.00

None

1.63M

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares753.40K

TypeSH

Market value$63.77M

3.67%

Sole

0.00

Shared

0.00

None

753.40K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares2.21M

TypeSH

Market value$59.37M

3.42%

Sole

0.00

Shared

0.00

None

2.21M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares418.85K

TypeSH

Market value$50.34M

2.90%

Sole

0.00

Shared

0.00

None

418.85K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares846.20K

TypeSH

Market value$24.10M

1.39%

Sole

0.00

Shared

0.00

None

846.20K

HARTFORD FDS EXCHANGE TRADED

SOLE

MUN OPORTUNITE

Shares596.39K

TypeSH

Market value$23.32M

1.34%

Sole

0.00

Shared

0.00

None

596.39K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares53.69K

TypeSH

Market value$13.22M

0.76%

Sole

0.00

Shared

0.00

None

53.69K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares28.20K

TypeSH

Market value$9.45M

0.54%

Sole

0.00

Shared

0.00

None

28.20K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares9.71K

TypeSH

Market value$6.62M

0.38%

Sole

0.00

Shared

0.00

None

9.71K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares38.94K

TypeSH

Market value$3.89M

0.22%

Sole

0.00

Shared

0.00

None

38.94K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares38.02K

TypeSH

Market value$997.3K

0.06%

Sole

0.00

Shared

0.00

None

38.02K

SCHWAB STRATEGIC TR

SOLE

MUN BD ETF

Shares35.07K

TypeSH

Market value$903.4K

0.05%

Sole

0.00

Shared

0.00

None

35.07K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares1.54K

TypeSH

Market value$750.3K

0.04%

Sole

0.00

Shared

0.00

None

1.54K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares30.07K

TypeSH

Market value$702.9K

0.04%

Sole

0.00

Shared

0.00

None

30.07K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares1.46K

TypeSH

Market value$689.1K

0.04%

Sole

0.00

Shared

0.00

None

1.46K

AT&T INC

SOLE

COM

Shares18.62K

TypeSH

Market value$462.6K

0.03%

Sole

0.00

Shared

0.00

None

18.62K

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares1.98K

TypeSH

Market value$417.3K

0.02%

Sole

0.00

Shared

0.00

None

1.98K

NVIDIA CORPORATION

SOLE

COM

Shares2.08K

TypeSH

Market value$388.1K

0.02%

Sole

0.00

Shared

0.00

None

2.08K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	544.43K	SH	$372.91M 21.49%	544.43K
ISHARES TRSOLE	RUS 1000 ETF	710.48K	SH	$265.32M 15.29%	710.48K
SCHWAB STRATEGIC TRSOLE	1000 INDEX ETF	6.12M	SH	$200.66M 11.56%	6.12M
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	3.73M	SH	$176.60M 10.18%	3.73M
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	3.42M	SH	$157.29M 9.06%	3.42M
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	4.32M	SH	$129.88M 7.48%	4.32M
ISHARES TRSOLE	CORE S&P MCP ETF	1.35M	SH	$89.10M 5.13%	1.35M
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	1.63M	SH	$82.53M 4.76%	1.63M
ISHARES TRSOLE	CORE MSCI TOTAL	753.40K	SH	$63.77M 3.67%	753.40K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	2.21M	SH	$59.37M 3.42%	2.21M
ISHARES TRSOLE	CORE S&P SCP ETF	418.85K	SH	$50.34M 2.90%	418.85K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	846.20K	SH	$24.10M 1.39%	846.20K
HARTFORD FDS EXCHANGE TRADEDSOLE	MUN OPORTUNITE	596.39K	SH	$23.32M 1.34%	596.39K
ISHARES TRSOLE	RUSSELL 2000 ETF	53.69K	SH	$13.22M 0.76%	53.69K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	28.20K	SH	$9.45M 0.54%	28.20K
SPDR S&P 500 ETF TRSOLE	TR UNIT	9.71K	SH	$6.62M 0.38%	9.71K
ISHARES TRSOLE	CORE US AGGBD ET	38.94K	SH	$3.89M 0.22%	38.94K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	38.02K	SH	$997.3K 0.06%	38.02K
SCHWAB STRATEGIC TRSOLE	MUN BD ETF	35.07K	SH	$903.4K 0.05%	35.07K
VANGUARD INDEX FDSSOLE	GROWTH ETF	1.54K	SH	$750.3K 0.04%	1.54K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	30.07K	SH	$702.9K 0.04%	30.07K
ISHARES TRSOLE	RUS 1000 GRW ETF	1.46K	SH	$689.1K 0.04%	1.46K
AT&T INCSOLE	COM	18.62K	SH	$462.6K 0.03%	18.62K
ISHARES TRSOLE	RUS 1000 VAL ETF	1.98K	SH	$417.3K 0.02%	1.98K
NVIDIA CORPORATIONSOLE	COM	2.08K	SH	$388.1K 0.02%	2.08K

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