Latest Legacy Wealth Management, Inc Stock Portfolio
$1.91Billion | No. of Holdings #30
Legacy Wealth Management, Inc Performance
2026 Q2+10.36%
YTD+8.15%
2025+10.92%
About Legacy Wealth Management, Inc and 13F Hedge Fund Stock Holdings
On 2026-07-09, 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 Jun, 2026. <br><br> The top stock holdings of Legacy Wealth Management, LLC are IJR, IJR, FBND. The fund has invested 22.1% of it's portfolio in ISHARES TR and 15.1% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (IJR) and SCHWAB STRATEGIC TR (FNDA). Legacy Wealth Management, LLC opened new stock positions in VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and FIDELITY MERRIMACK STR TR (FBND).
Legacy Wealth Management, Inc Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$1.91Billion
as of Jul 09, 2026Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Legacy Wealth Management, LLC made a return of 10.36% in the last quarter. In trailing 12 months, it's portfolio return was 15.9%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard star fds | 237,630 |
New stocks bought by Legacy Wealth Management, Inc
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 488 |
| ishares tr | 250 |
| fidelity merrimack str tr | 57.03 |
| at&t inc | 17.11 |
| schwab strategic tr | 13.67 |
| j p morgan exchange traded f | 4.91 |
| hartford fds exchange traded | 2.33 |
| ishares tr | 1.28 |
Additions to existing portfolio by Legacy Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -97.89 |
| ishares tr | -24.19 |
| schwab strategic tr | -10.03 |
| apple inc | -8.94 |
| ishares tr | -7.3 |
| schwab strategic tr | -5.47 |
| nvidia corporation | -4.47 |
| invesco qqq tr | -3.75 |
Legacy Wealth Management, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| microsoft corp | -209,146 |
Legacy Wealth Management, Inc got rid off the above stocks
Sector Distribution
Legacy Wealth Management, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
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 | 100 |
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 | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| QQQ | invesco qqq tr | 27.0 % |
| FNDA | schwab strategic tr | 23.0 % |
| IJR | ishares tr | 21.0 % |
| IJR | ishares tr | 19.2 % |
| FNDA | schwab strategic tr | 19.0 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 53.7 M |
| IJR | ishares tr | 37.3 M |
| FNDA | schwab strategic tr | 28.0 M |
| FNDA | schwab strategic tr | 25.4 M |
| IJR | ishares tr | 12.6 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | vanguard index fds | -70.4 % |
| IJR | ishares tr | -61.0 % |
| T | at&t inc | -27.1 % |
| FNDA | schwab strategic tr | -0.4 % |
| BBAX | j p morgan exchange traded f | -0.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -1.9 M |
| IJR | ishares tr | -1.0 M |
| FBND | fidelity merrimack str tr | -0.6 M |
| BBAX | j p morgan exchange traded f | -0.6 M |
| T | at&t inc | -0.1 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 94.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legacy Wealth Management, LLC last quarter.
$1.91BTotal Value
31.00Positions
09 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.01% | 917 | $265.3K 0.01% | 8.94%decreased 8.94 percentreduced | ||
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 9.96% | 4,057,660 | $190.47M 9.96% | 4.91%increased 4.91 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.09% | 35,085 | $1.77M 0.09% | 97.89%decreased 97.89 percentreduced | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 0.01% | 6,256 | $277.5K 0.01% | 0%unchanged 0 percentunchanged | |
 FBND Fidelity Merrimack Str TrFidelity Merrimack Str TrFBND | 13.08% | 5,495,430 | $249.99M 13.08% | 57.03%increased 57.03 percentadded | |
 FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 11.03% | 5,848,310 | $210.89M 11.03% | 2.54%decreased 2.54 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 8.27% | 4,286,480 | $158.04M 8.27% | 0.78%decreased 0.78 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 3.32% | 2,158,490 | $63.52M 3.32% | 5.47%decreased 5.47 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 1.39% | 732,766 | $26.47M 1.39% | 10.03%decreased 10.03 percentreduced | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.06% | 41,259 | $1.19M 0.06% | 1.12%increased 1.12 percentadded | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.06% | 46,343 | $1.07M 0.06% | 13.67%increased 13.67 percentadded | |
FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.05% | 36,507 | $942.6K 0.05% | 0.03%increased 0.03 percentadded | |
 HCOM Hartford Fds Exchange TradedHartford Fds Exchange TradedHCOM | 1.26% | 617,517 | $24.17M 1.26% | 2.33%increased 2.33 percentadded | |
 IBCE Ishares TrIshares TrIBCE | 3.64% | 728,716 | $69.55M 3.64% | 1.5%decreased 1.5 percentreduced | |
 IJR Ishares TrIshares TrIJR | 22.13% | 564,713 | $422.91M 22.13% | 1.28%increased 1.28 percentadded | |
IJR Ishares TrIshares TrIJR | 15.05% | 702,613 | $287.72M 15.05% | 0.79%decreased 0.79 percentreduced | |
IJR Ishares TrIshares TrIJR | 5.25% | 1,301,900 | $100.39M 5.25% | 1.69%decreased 1.69 percentreduced | |
IJR Ishares TrIshares TrIJR | 3.18% | 409,323 | $60.71M 3.18% | 1.23%decreased 1.23 percentreduced | |
IJR Ishares TrIshares TrIJR | 0.83% | 52,705 | $15.84M 0.83% | 1.26%decreased 1.26 percentreduced | |
IJR Ishares TrIshares TrIJR | 0.2% | 37,783 | $3.74M 0.2% | 7.3%decreased 7.3 percentreduced | |
