StockDriftsStockDriftsTop 30 Legacy Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.13% | 564.7K | $422.9M | +1.28%(+7.12K) | $517.99(+50.37%) | 2026-06-30 | |
| IWB | ISHARES TR | 15.05% | 702.6K | $287.7M | -0.79%(-5.59K) | $91.45(+364.50%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 13.08% | 5.50M | $250.0M | +57.03%(+2.00M) | $45.05(-0.39%) | 2026-06-30 | |
| SCHK | SCHWAB STRATEGIC TR | 11.03% | 5.85M | $210.9M | -2.54%(-152.23K) | $15.99(+134.41%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.97% | 4.06M | $190.5M | +4.91%(+190.03K) | $46.84(-1.33%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 8.27% | 4.29M | $158.0M | -0.78%(-33.62K) | $18.94(+93.74%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.25% | 1.30M | $100.4M | -1.69%(-22.35K) | $33.96(+131.32%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.64% | 728.7K | $69.5M | -1.50%(-11.10K) | $70.04(+40.56%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.32% | 2.16M | $63.5M | -5.47%(-124.96K) | $15.33(+98.96%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.18% | 409.3K | $60.7M | -1.23%(-5.11K) | $91.39(+64.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.64% | +46.75% | +6.37% | +36.20% |
| Top 20 Holdings Unweighted | +12.67% | +43.05% | +5.94% | +33.42% |
Legacy Wealth Management, LLC reports $1.91B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.1%), IWB (15.1%) and FBND (13.1%). The top 20 holdings account for 99.8% of reported assets. Its disclosed equity book has returned +46.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1488921). View Legacy Wealth Management, LLC’s 13F filings on SEC