Legacy Wealth Management, LLC
CIK 1488921 · Holdings on Jun 30, 2026 · First reported Jul 9, 2026
Top ten holdings
Q2 2026- IVV22.13%
- IWB15.05%
- FBND13.08%
- SCHK11.03%
- JCPB9.97%
- SCHM8.27%
- IJH5.25%
- IXUS3.64%
- SCHX3.32%
- IJR3.18%
Share classes counted separately94.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight decreased · -4.83 pp4.92% → 0.09%Shares -1.63M (-97.89%)
- FBNDWeight increased · +3.77 pp9.31% → 13.08%Shares +2.00M (+57.03%)
- IVVWeight increased · +0.89 pp21.24% → 22.13%Shares +7.12K (+1.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $422.91M | 22.13% | 564.71K shares | 21.24% → 22.13%+0.89 pp +7.12K (+1.28%) | Added | ↗▾ |
| 02 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $287.72M | 15.05% | 702.61K shares | 14.73% → 15.05%+0.32 pp -5.59K (-0.79%) | Reduced | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $249.99M | 13.08% | 5.50M shares | 9.31% → 13.08%+3.77 pp +2.00M (+57.03%) | Added | ↗▾ |
| 04 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $210.89M | 11.03% | 5.85M shares | 10.96% → 11.03%+0.07 pp -152.23K (-2.54%) | Reduced | ↗▾ |
| 05 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $190.47M | 9.97% | 4.06M shares | 10.62% → 9.97%-0.65 pp +190.03K (+4.91%) | Added | ↗▾ |
| 06 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $158.04M | 8.27% | 4.29M shares | 7.80% → 8.27%+0.47 pp -33.62K (-0.78%) | Reduced | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $100.39M | 5.25% | 1.30M shares | 5.22% → 5.25%+0.03 pp -22.35K (-1.69%) | Reduced | ↗▾ |
| 08 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $69.55M | 3.64% | 728.72K shares | 3.74% → 3.64%-0.10 pp -11.10K (-1.50%) | Reduced | ↗▾ |
| 09 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $63.52M | 3.32% | 2.16M shares | 3.41% → 3.32%-0.09 pp -124.96K (-5.47%) | Reduced | ↗▾ |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $60.71M | 3.18% | 409.32K shares | 3.00% → 3.18%+0.18 pp -5.11K (-1.23%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Non-derivative | -565 | -$209.15K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1488921 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Jul 9, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1911274876
}Take these holdings further.
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