Filed: 7/9/2026ACC: 0001488921-26-000004
📋 What this filing means
LEGACY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $1.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$1.91B
Total AUM (reported)
27.23M
Total Shares
Allocation by class
CORE S&P500 ETF$422.91M22.1%
RUS 1000 ETF$287.72M15.1%
TOTAL BD ETF$249.99M13.1%
1000 INDEX ETF$210.89M11.0%
CORE PLUS BD ETF$190.47M10.0%
US MID-CAP ETF$158.04M8.3%
CORE S&P MCP ETF$100.39M5.3%
Portfolio Concentration
Top 3$960.62M50.3%
4–10$853.57M44.7%
11–25$95.75M5.0%
Rest$1.34M0.1%
Top 3 weight
50.3%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 27.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings30
Rows:
ISHARES TR
SOLEShares564.71K
TypeSH
Market value$422.91M
22.13%
Sole
0.00
Shared
0.00
None
564.71K
ISHARES TR
SOLEShares702.61K
TypeSH
Market value$287.72M
15.05%
Sole
0.00
Shared
0.00
None
702.61K
FIDELITY MERRIMACK STR TR
SOLEShares5.50M
TypeSH
Market value$249.99M
13.08%
Sole
0.00
Shared
0.00
None
5.50M
SCHWAB STRATEGIC TR
SOLEShares5.85M
TypeSH
Market value$210.89M
11.03%
Sole
0.00
Shared
0.00
None
5.85M
J P MORGAN EXCHANGE TRADED F
SOLEShares4.06M
TypeSH
Market value$190.47M
9.97%
Sole
0.00
Shared
0.00
None
4.06M
SCHWAB STRATEGIC TR
SOLEShares4.29M
TypeSH
Market value$158.04M
8.27%
Sole
0.00
Shared
0.00
None
4.29M
ISHARES TR
SOLEShares1.30M
TypeSH
Market value$100.39M
5.25%
Sole
0.00
Shared
0.00
None
1.30M
ISHARES TR
SOLEShares728.72K
TypeSH
Market value$69.55M
3.64%
Sole
0.00
Shared
0.00
None
728.72K
SCHWAB STRATEGIC TR
SOLEShares2.16M
TypeSH
Market value$63.52M
3.32%
Sole
0.00
Shared
0.00
None
2.16M
ISHARES TR
SOLEShares409.32K
TypeSH
Market value$60.71M
3.18%
Sole
0.00
Shared
0.00
None
409.32K
SCHWAB STRATEGIC TR
SOLEShares732.77K
TypeSH
Market value$26.47M
1.39%
Sole
0.00
Shared
0.00
None
732.77K
HARTFORD FDS EXCHANGE TRADED
SOLEShares617.52K
TypeSH
Market value$24.17M
1.26%
Sole
0.00
Shared
0.00
None
617.52K
ISHARES TR
SOLEShares52.70K
TypeSH
Market value$15.84M
0.83%
Sole
0.00
Shared
0.00
None
52.70K
VANGUARD INDEX FDS
SOLEShares29.08K
TypeSH
Market value$10.76M
0.56%
Sole
0.00
Shared
0.00
None
29.08K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.74K
TypeSH
Market value$7.28M
0.38%
Sole
0.00
Shared
0.00
None
9.74K
ISHARES TR
SOLEShares37.78K
TypeSH
Market value$3.74M
0.20%
Sole
0.00
Shared
0.00
None
37.78K
J P MORGAN EXCHANGE TRADED F
SOLEShares35.09K
TypeSH
Market value$1.77M
0.09%
Sole
0.00
Shared
0.00
None
35.09K
SCHWAB STRATEGIC TR
SOLEShares41.26K
TypeSH
Market value$1.19M
0.06%
Sole
0.00
Shared
0.00
None
41.26K
SCHWAB STRATEGIC TR
SOLEShares46.34K
TypeSH
Market value$1.07M
0.06%
Sole
0.00
Shared
0.00
None
46.34K
SCHWAB STRATEGIC TR
SOLEShares36.51K
TypeSH
Market value$942.6K
0.05%
Sole
0.00
Shared
0.00
None
36.51K
VANGUARD INDEX FDS
SOLEShares9.20K
TypeSH
Market value$792.3K
0.04%
Sole
0.00
Shared
0.00
None
9.20K
ISHARES TR
SOLEShares5.10K
TypeSH
Market value$632.8K
0.03%
Sole
0.00
Shared
0.00
None
5.10K
INVESCO QQQ TR
SOLEShares513.00
TypeSH
Market value$377.4K
0.02%
Sole
0.00
Shared
0.00
None
513.00
ISHARES TR
SOLEShares1.50K
TypeSH
Market value$364.6K
0.02%
Sole
0.00
Shared
0.00
None
1.50K
VANGUARD INDEX FDS
SOLEShares493.00
TypeSH
Market value$338.6K
0.02%
Sole
0.00
Shared
0.00
None
493.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 564.71K | SH | $422.91M 22.13% | 0.00 | 0.00 | 564.71K |
ISHARES TRSOLE | RUS 1000 ETF | 702.61K | SH | $287.72M 15.05% | 0.00 | 0.00 | 702.61K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 5.50M | SH | $249.99M 13.08% | 0.00 | 0.00 | 5.50M |
SCHWAB STRATEGIC TRSOLE | 1000 INDEX ETF | 5.85M | SH | $210.89M 11.03% | 0.00 | 0.00 | 5.85M |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 4.06M | SH | $190.47M 9.97% | 0.00 | 0.00 | 4.06M |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 4.29M | SH | $158.04M 8.27% | 0.00 | 0.00 | 4.29M |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.30M | SH | $100.39M 5.25% | 0.00 | 0.00 | 1.30M |
ISHARES TRSOLE | CORE MSCI TOTAL | 728.72K | SH | $69.55M 3.64% | 0.00 | 0.00 | 728.72K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 2.16M | SH | $63.52M 3.32% | 0.00 | 0.00 | 2.16M |
ISHARES TRSOLE | CORE S&P SCP ETF | 409.32K | SH | $60.71M 3.18% | 0.00 | 0.00 | 409.32K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 732.77K | SH | $26.47M 1.39% | 0.00 | 0.00 | 732.77K |
HARTFORD FDS EXCHANGE TRADEDSOLE | MUN OPORTUNITE | 617.52K | SH | $24.17M 1.26% | 0.00 | 0.00 | 617.52K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 52.70K | SH | $15.84M 0.83% | 0.00 | 0.00 | 52.70K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 29.08K | SH | $10.76M 0.56% | 0.00 | 0.00 | 29.08K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.74K | SH | $7.28M 0.38% | 0.00 | 0.00 | 9.74K |
ISHARES TRSOLE | CORE US AGGBD ET | 37.78K | SH | $3.74M 0.20% | 0.00 | 0.00 | 37.78K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 35.09K | SH | $1.77M 0.09% | 0.00 | 0.00 | 35.09K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 41.26K | SH | $1.19M 0.06% | 0.00 | 0.00 | 41.26K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 46.34K | SH | $1.07M 0.06% | 0.00 | 0.00 | 46.34K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 36.51K | SH | $942.6K 0.05% | 0.00 | 0.00 | 36.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.20K | SH | $792.3K 0.04% | 0.00 | 0.00 | 9.20K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.10K | SH | $632.8K 0.03% | 0.00 | 0.00 | 5.10K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 513.00 | SH | $377.4K 0.02% | 0.00 | 0.00 | 513.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 1.50K | SH | $364.6K 0.02% | 0.00 | 0.00 | 1.50K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 493.00 | SH | $338.6K 0.02% | 0.00 | 0.00 | 493.00 |
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