Latest Legacy Wealth Management, Inc Stock Portfolio

Legacy Wealth Management, Inc Performance:

2026 Q1: -2%YTD: -2%2025: 10.92%

Performance for 2026 Q1 is -2%, and YTD is -2%, and 2025 is 10.92%.

About Legacy Wealth Management, Inc and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Wealth Management, Inc reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026.

The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 21.2% of it's portfolio in ISHARES TR and 14.7% of portfolio in ISHARES TR.

The fund managers got completely rid off ALPHABET INC (GOOG) stocks. They significantly reduced their stock positions in AT&T INC (T), NVIDIA CORPORATION (NVDA) and APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD INDEX FDS (VB) and MICROSOFT CORP (MSFT).

Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Wealth Management, LLC made a return of -2% in the last quarter. In trailing 12 months, it's portfolio return was 12.36%.

Performance
S&P 500

New Buys

No new stocks were added by Legacy Wealth Management, Inc

Additions

Ticker	% Inc.
schwab strategic tr	35.55
vanguard index fds	10.29
schwab strategic tr	7.32
microsoft corp	5.61
ishares tr	4.66
schwab strategic tr	4.07
invesco qqq tr	3.9
j p morgan exchange traded f	3.7

Additions to existing portfolio by Legacy Wealth Management, Inc

Reductions

Ticker	% Reduced
at&t inc	-39.51
nvidia corporation	-26.86
apple inc	-18.66
schwab strategic tr	-3.75
schwab strategic tr	-1.91
ishares tr	-1.91
ishares tr	-1.8
ishares tr	-1.05

Legacy Wealth Management, Inc reduced stake in above stock

Sold off

Ticker	$ Sold
alphabet inc	-253,843

Legacy Wealth Management, Inc got rid off the above stocks

Sector Distribution

Legacy Wealth Management, LLC has about 99.9% of it's holdings in Others sector.

Sector	%
Others	99.9

Market Cap. Distribution

Legacy Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99.9

Stocks belong to which Index?

About 0% of the stocks held by Legacy Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	99.9

Top 5 Winners (%)		%
T	at&t inc	13.4 %
IJR	ishares tr	3.4 %
FNDA	schwab strategic tr	3.0 %
IBCE	ishares tr	2.3 %
IJR	ishares tr	2.3 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	3.8 M
IJR	ishares tr	2.0 M
IJR	ishares tr	1.7 M
IBCE	ishares tr	1.5 M
FNDA	schwab strategic tr	0.5 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.0 %
VB	vanguard index fds	-10.4 %
IJR	ishares tr	-9.9 %
AAPL	apple inc	-6.0 %
QQQ	invesco qqq tr	-5.9 %

Top 5 Losers ($)		$
IJR	ishares tr	-17.5 M
IJR	ishares tr	-12.0 M
FNDA	schwab strategic tr	-8.9 M
FNDA	schwab strategic tr	-2.9 M
FBND	fidelity merrimack str tr	-1.5 M

Legacy Wealth Management, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Wealth Management, Inc

Legacy Wealth Management, LLC has 30 stocks in it's portfolio. About 91.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Legacy Wealth Management, LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.01	1,007	255,567	reduced	-18.66

BBAX	j p morgan exchange traded f	10.62	3,867,630	182,088,000	added	3.7

BBAX	j p morgan exchange traded f	4.92	1,666,330	84,333,100	added	2.14

DFAC	dimensional etf trust	0.01	6,256	243,108	unchanged	0.00

FBND	fidelity merrimack str tr	9.31	3,499,700	159,656,000	added	2.44

FNDA	schwab strategic tr	10.96	6,000,540	187,997,000	reduced	-1.91

FNDA	schwab strategic tr	7.80	4,320,100	133,750,000	added	0.02

FNDA	schwab strategic tr	3.41	2,283,450	58,547,600	added	3.5

FNDA	schwab strategic tr	1.38	814,448	23,684,200	reduced	-3.75

FNDA	schwab strategic tr	0.06	40,803	1,024,160	added	7.32

FNDA	schwab strategic tr	0.06	40,768	946,633	added	35.55

FNDA	schwab strategic tr	0.05	36,497	929,944	added	4.07

GOOG	alphabet inc	0.00	0.00	0.00	sold off	-100

HCOM	hartford fds exchange traded	1.36	603,467	23,378,300	added	1.19

IBCE	ishares tr	3.74	739,814	64,097,500	reduced	-1.8

IJR	ishares tr	21.24	557,593	364,225,000	added	2.42

IJR	ishares tr	14.73	708,202	252,517,000	reduced	-0.32

IJR	ishares tr	5.22	1,324,250	89,426,800	reduced	-1.91

IJR	ishares tr	3.00	414,434	51,518,300	reduced	-1.05

IJR	ishares tr	0.77	53,380	13,238,200	reduced	-0.58