Legacy Wealth Management, LLC
CIK 0001488921 · MEMPHIS, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.91B
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
22.1%
IWB
ISHARES TR
15.1%
FBND
FIDELITY MERRIMACK STR TR
13.1%
SCHK
SCHWAB STRATEGIC TR
11.0%
JCPB
J P MORGAN EXCHANGE TRADED F
10.0%
SCHM
SCHWAB STRATEGIC TR
8.3%
IJH
ISHARES TR
5.3%
IXUS
ISHARES TR
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.