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Legacy Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1488921 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Legacy Wealth Management, LLC manages $1.91B in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (22.13%), IWB (15.05%), FBND (13.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 20, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1715 AARON BRENNER DRIVE, SUITE 301
MEMPHIS, TN 38120
Phone
(901) 758-9006
Filing Manager
Legacy Wealth Management, LLC
MEMPHIS, TN
Signatory
Cathy Simmons
Chief Compliance Officer
Loading holdings…
AUM

$1.91B

Long-equity book

Holdings

30

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+1 / −1 / ↑20 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIDELITY MERRIMACK STR TR$90.3M +56.6%
  • ISHARES TR$58.7M +16.1%
  • ISHARES TR$35.2M +13.9%
  • SCHWAB STRATEGIC TR$24.3M +18.2%
  • SCHWAB STRATEGIC TR$22.9M +12.2%
Show all 20 →

Top Trims

  • J P MORGAN EXCHANGE TRADED F-$82.6M -97.9%
  • ISHARES TR-$306.3K -7.6%
  • ISHARES TR-$59.3K -14.0%
  • AT&T INC-$53.5K -16.4%
Show all 4 →

New Positions

  • VANGUARD STAR FDS$237.6K
Show all 1 →

Exited Positions

  • MICROSOFT CORP$209.1K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $422.9M 22.13% 564,713 SH
2 ISHARES TR IWB 464287622 $287.7M 15.05% 702,613 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $250.0M 13.08% 5,495,432 SH
4 SCHWAB STRATEGIC TR SCHK 808524722 $210.9M 11.03% 5,848,312 SH
5 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $190.5M 9.97% 4,057,660 SH
6 SCHWAB STRATEGIC TR SCHM 808524508 $158.0M 8.27% 4,286,476 SH
7 ISHARES TR IJH 464287507 $100.4M 5.25% 1,301,904 SH
8 ISHARES TR IXUS 46432F834 $69.5M 3.64% 728,716 SH
9 SCHWAB STRATEGIC TR SCHX 808524201 $63.5M 3.32% 2,158,489 SH
10 ISHARES TR IJR 464287804 $60.7M 3.18% 409,323 SH
11 SCHWAB STRATEGIC TR SCHA 808524607 $26.5M 1.39% 732,766 SH
12 HARTFORD FDS EXCHANGE TRADED HMOP 41653L503 $24.2M 1.26% 617,517 SH
13 ISHARES TR IWM 464287655 $15.8M 0.83% 52,705 SH
14 VANGUARD INDEX FDS VTI 922908769 $10.8M 0.56% 29,077 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.3M 0.38% 9,742 SH
16 ISHARES TR AGG 464287226 $3.7M 0.20% 37,783 SH
17 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $1.8M 0.09% 35,085 SH
18 SCHWAB STRATEGIC TR SCHB 808524102 $1.2M 0.06% 41,259 SH
19 SCHWAB STRATEGIC TR SCHZ 808524839 $1.1M 0.06% 46,343 SH
20 SCHWAB STRATEGIC TR SCMB 808524649 $942.6K 0.05% 36,507 SH
21 VANGUARD INDEX FDS VUG 922908736 $792.3K 0.04% 9,198 SH
22 ISHARES TR IWF 464287614 $632.8K 0.03% 5,096 SH
23 INVESCO QQQ TR QQQ 46090E103 $377.4K 0.02% 513 SH
24 ISHARES TR IWD 464287598 $364.6K 0.02% 1,504 SH
25 VANGUARD INDEX FDS VOO 922908363 $338.6K 0.02% 493 SH
26 NVIDIA CORPORATION NVDA 67066G104 $290.9K 0.02% 1,454 SH
27 DIMENSIONAL ETF TRUST DFAC 25434V708 $277.5K 0.01% 6,256 SH
28 AT&T INC T 00206R102 $273.1K 0.01% 13,192 SH
29 APPLE INC AAPL 037833100 $265.3K 0.01% 917 SH
30 VANGUARD STAR FDS VXUS 921909768 $237.6K 0.01% 2,780 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $1.91B 30 0001488921-26-000004
2026-03-31 2026-04-23 $1.71B 30 0001488921-26-000002
2025-12-31 2026-01-21 $1.74B 31 0001488921-26-000001