Legacy Wealth Management, Inc Top Holdings and 13F Report (2026) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.71 billion in total holdings as of March 31, 2026.Legacy Wealth Management, Inc owns shares of 30 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.39% of the portfolio was purchased this quarter.About 0.56% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 31 new stocks and bought additional shares in 17 stocks.Legacy Wealth Management, Inc sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $364,225,239iShares Russell 1000 ETF $252,516,621Schwab 1000 Index ETF $187,996,948JPMorgan Core Plus Bond ETF $182,088,202Fidelity Total Bond ETF $159,656,329 Largest Purchases this Quarter iShares Core S&P 500 ETF 13,158 shares (about $8.59M)JPMorgan Core Plus Bond ETF 137,884 shares (about $6.49M)Fidelity Total Bond ETF 83,294 shares (about $3.80M)Schwab US Large-Cap ETF 77,273 shares (about $1.98M)JPMorgan Ultra-Short Income ETF 34,971 shares (about $1.77M) Largest Sales this Quarter Schwab 1000 Index ETF 117,027 shares (about $3.67M)iShares Core S&P Mid-Cap ETF 25,743 shares (about $1.74M)iShares Core MSCI Total International Stock ETF 13,587 shares (about $1.18M)Schwab US Small-Cap ETF 31,751 shares (about $923.32K)iShares Russell 1000 ETF 2,273 shares (about $810.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$364,225,239$8,594,935 ▲2.4%557,59321.2%ETFIWBiShares Russell 1000 ETF$252,516,621$810,461 ▼-0.3%708,20214.7%ETFSCHKSchwab 1000 Index ETF$187,996,948$3,666,456 ▼-1.9%6,000,54111.0%ETFJCPBJPMorgan Core Plus Bond ETF$182,088,202$6,491,578 ▲3.7%3,867,63410.6%ETFFBNDFidelity Total Bond ETF$159,656,329$3,799,873 ▲2.4%3,499,7009.3%ETFSCHMSchwab U.S. Mid-Cap ETF$133,750,189$29,257 ▲0.0%4,320,0977.8%ETFIJHiShares Core S&P Mid-Cap ETF$89,426,826$1,738,425 ▼-1.9%1,324,2535.2%ETFJPSTJPMorgan Ultra-Short Income ETF$84,333,105$1,769,882 ▲2.1%1,666,3334.9%ETFIXUSiShares Core MSCI Total International Stock ETF$64,097,486$1,177,178 ▼-1.8%739,8143.7%ManufacturingSCHXSchwab US Large-Cap ETF$58,547,644$1,981,280 ▲3.5%2,283,4493.4%ETFIJRiShares Core S&P Small-Cap ETF$51,518,336$549,202 ▼-1.1%414,4343.0%ETFSCHASchwab US Small-Cap ETF$23,684,153$923,319 ▼-3.8%814,4481.4%ETFHMOPHartford Municipal Opportunities ETF$23,378,312$274,202 ▲1.2%603,4671.4%ETFIWMiShares Russell 2000 ETF$13,238,190$76,632 ▼-0.6%53,3800.8%FinanceVTIVanguard Total Stock Market ETF$9,328,192$282,954 ▲3.1%29,0770.5%ETFSPYSPDR S&P 500 ETF Trust$6,317,299$1,951 ▲0.0%9,7140.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,046,047$180,175 ▲4.7%40,7580.2%FinanceSCHBSchwab US Broad Market ETF$1,024,155$69,828 ▲7.3%40,8030.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$946,633$248,291 ▲35.6%40,7680.1%ETFSCMBSchwab Municipal Bond ETF$929,944$36,411 ▲4.1%36,4970.1%ETFVUGVanguard Growth ETF$682,703$10,920 ▲1.6%1,5630.0%ETFIWFiShares Russell 1000 Growth ETF$620,8380.0%1,4560.0%ETFIWDiShares Russell 1000 Value ETF$423,9210.0%1,9840.0%ETFTAT&T$326,572$213,279 ▼-39.5%11,2650.0%Computer and TechnologyQQQInvesco QQQ$307,561$11,541 ▲3.9%5330.0%FinanceVOOVanguard S&P 500 ETF$294,543$27,483 ▲10.3%4930.0%ETFNVDANVIDIA$265,437$97,490 ▼-26.9%1,5220.0%Computer and TechnologyAAPLApple$255,567$58,626 ▼-18.7%1,0070.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$243,1080.0%6,2560.0%ETFMSFTMicrosoft$209,146$11,105 ▲5.6%5650.0%Computer and TechnologyGOOGLAlphabet$0$253,843 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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