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Legacy Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    30

  • Value ($000)

    $1,714,679

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0001488921
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$364.23M
21 %

557,593

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$252.52M
15 %

708,202

S
SCHK

SCHWAB STRATEGIC TR

1000 INDEX ETF
808524722
$188M
11 %

6,000,541

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$182.09M
11 %

3,867,634

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$159.66M
9 %

3,499,700

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$133.75M
8 %

4,320,097

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$89.43M
5 %

1,324,253

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$84.33M
5 %

1,666,333

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$64.1M
4 %

739,814

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$58.55M
3 %

2,283,449

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