Latest Legacy Wealth Management, Inc Stock Portfolio
$1.90Billion | No. of Holdings #34
Legacy Wealth Management, Inc Performance
2026 Q3-1.55%
YTD+6.48%
2025+10.92%
About Legacy Wealth Management, Inc and 13F Hedge Fund Stock Holdings
On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Wealth Management, LLC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Legacy Wealth Management, LLC are IJR, IJR, FNDA. The fund has invested 23.1% of it's portfolio in ISHARES TR and 15.3% of portfolio in ISHARES TR. <br><br> They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), FIDELITY MERRIMACK STR TR (FBND) and HARTFORD FDS EXCHANGE TRADED (HCOM). Legacy Wealth Management, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
Legacy Wealth Management, Inc Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$1.90Billion
as of Oct 22, 2026Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Legacy Wealth Management, LLC made a return of -1.55% in the last quarter. In trailing 12 months, it's portfolio return was 7.97%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 13,450,600 |
| j p morgan exchange traded f | 6,712,630 |
| vanguard index fds | 879,167 |
| microsoft corp | 245,166 |
New stocks bought by Legacy Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 1,311 |
| schwab strategic tr | 123 |
| vanguard index fds | 43.41 |
| vanguard index fds | 4.21 |
| invesco qqq tr | 1.75 |
| ishares tr | 1.32 |
| nvidia corporation | 1.17 |
| schwab strategic tr | 1.02 |
Additions to existing portfolio by Legacy Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| schwab strategic tr | -25.92 |
| schwab strategic tr | -18.09 |
| fidelity merrimack str tr | -17.02 |
| hartford fds exchange traded | -16.95 |
| vanguard star fds | -4.42 |
| at&t inc | -3.77 |
| j p morgan exchange traded f | -3.43 |
| state str spdr s&p 500 etf t | -3.32 |
Legacy Wealth Management, Inc reduced stake in above stock
Sold off
None of the stocks were completely sold off by Legacy Wealth Management, Inc
Sector Distribution
Legacy Wealth Management, LLC has about 99.9% of it's holdings in Others sector.
- Others
| 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.
- UNALLOCATED
| 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.
- Others
| Index | % |
|---|---|
| Others | 99.9 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 9.6 M |
| IJR | ishares tr | 4.6 M |
| FNDA | schwab strategic tr | 3.5 M |
| FNDA | schwab strategic tr | 1.2 M |
| SPY | state str spdr s&p 500 etf t | 0.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| FNDA | schwab strategic tr | -9.6 % |
| IJR | ishares tr | -8.3 % |
| FNDA | schwab strategic tr | -7.7 % |
| IJR | ishares tr | -7.5 % |
| IJR | ishares tr | -6.7 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| FNDA | schwab strategic tr | -12.3 M |
| FBND | fidelity merrimack str tr | -11.0 M |
| BBAX | j p morgan exchange traded f | -8.6 M |
| IJR | ishares tr | -6.7 M |
| IJR | ishares tr | -5.0 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 34 stocks in it's portfolio. About 91.7% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legacy Wealth Management, LLC last quarter.
$1.90BTotal Value
34.00Positions
22 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.02% | 916 | $305.0K 0.02% | 0.11%decreased 0.11 percentreduced | ||
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 9.24% | 3,918,430 | $175.47M 9.24% | 3.43%decreased 3.43 percentreduced | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.35% | 141,081 | $6.71M 0.35% | Newnew position | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.09% | 35,389 | $1.78M 0.09% | 0.87%increased 0.87 percentadded | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.01% | 6,256 | $278.1K 0.01% | 0%unchanged 0 percentunchanged | |
 FBND Fidelity Merrimack Str TrFidelity Merrimack Str TrFBND | 10.4% | 4,559,890 | $197.44M 10.4% | 17.02%decreased 17.02 percentreduced | |
 FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 11.06% | 5,724,700 | $209.87M 11.06% | 2.11%decreased 2.11 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 7.76% | 4,330,360 | $147.32M 7.76% | 1.02%increased 1.02 percentadded | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 3.42% | 2,165,530 | $64.97M 3.42% | 0.33%increased 0.33 percentadded | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 1.24% | 722,463 | $23.57M 1.24% | 1.41%decreased 1.41 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.12% | 103,659 | $2.29M 0.12% | 123.68%increased 123.68 percentadded | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.05% | 33,797 | $990.6K 0.05% | 18.09%decreased 18.09 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.03% | 27,045 | $653.4K 0.03% | 25.92%decreased 25.92 percentreduced | |
 HCOM Hartford Fds Exchange TradedHartford Fds Exchange TradedHCOM | 1% | 512,834 | $18.90M 1% | 16.95%decreased 16.95 percentreduced | |
 IBCE Ishares TrIshares TrIBCE | 3.65% | 730,113 | $69.35M 3.65% | 0.19%increased 0.19 percentadded | |
 IJR Ishares TrIshares TrIJR | 23.08% | 572,157 | $438.19M 23.08% | 1.32%increased 1.32 percentadded | |
IJR Ishares TrIshares TrIJR | 15.29% | 697,547 | $290.27M 15.29% | 0.72%decreased 0.72 percentreduced | |
IJR Ishares TrIshares TrIJR | 4.88% | 1,286,330 | $92.55M 4.88% | 1.2%decreased 1.2 percentreduced | |
IJR Ishares TrIshares TrIJR | 2.94% | 409,776 | $55.75M 2.94% | 0.11%increased 0.11 percentadded | |
IJR Ishares TrIshares TrIJR | 2.66% | 533,295 | $50.42M 2.66% | 1311.47%increased 1311.47 percentadded | |
