Legacy Wealth Management, Inc Top Holdings and 13F Report (2026) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.91 billion in total holdings as of June 30, 2026.Legacy Wealth Management, Inc owns shares of 30 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 30 new stocks and bought additional shares in 11 stocks.Legacy Wealth Management, Inc sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $422,907,992iShares Russell 1000 ETF $287,720,157Fidelity Total Bond ETF $249,987,205Schwab 1000 Index ETF $210,890,118JPMorgan Core Plus Bond ETF $190,466,545 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $237,630 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 1,995,732 shares (about $90.79M)JPMorgan Core Plus Bond ETF 190,026 shares (about $8.92M)iShares Core S&P 500 ETF 7,120 shares (about $5.33M)Vanguard Growth ETF 7,635 shares (about $657.68K)Hartford Municipal Opportunities ETF 14,050 shares (about $549.99K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 1,631,248 shares (about $82.49M)Schwab 1000 Index ETF 152,229 shares (about $5.49M)Schwab US Large-Cap ETF 124,960 shares (about $3.68M)Schwab US Small-Cap ETF 81,682 shares (about $2.95M)iShares Russell 1000 ETF 5,589 shares (about $2.29M) 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$422,907,992$5,332,098 â–²1.3%564,71322.1%ETFIWBiShares Russell 1000 ETF$287,720,157$2,288,697 â–¼-0.8%702,61315.1%ETFFBNDFidelity Total Bond ETF$249,987,205$90,785,850 â–²57.0%5,495,43213.1%ETFSCHKSchwab 1000 Index ETF$210,890,118$5,489,377 â–¼-2.5%5,848,31211.0%ETFJCPBJPMorgan Core Plus Bond ETF$190,466,545$8,919,820 â–²4.9%4,057,66010.0%ETFSCHMSchwab U.S. Mid-Cap ETF$158,042,357$1,239,606 â–¼-0.8%4,286,4768.3%ETFIJHiShares Core S&P Mid-Cap ETF$100,389,787$1,723,331 â–¼-1.7%1,301,9045.3%ETFIXUSiShares Core MSCI Total International Stock ETF$69,548,645$1,059,193 â–¼-1.5%728,7163.6%ManufacturingSCHXSchwab US Large-Cap ETF$63,524,345$3,677,574 â–¼-5.5%2,158,4893.3%ETFIJRiShares Core S&P Small-Cap ETF$60,706,708$758,013 â–¼-1.2%409,3233.2%ETFSCHASchwab US Small-Cap ETF$26,474,849$2,951,172 â–¼-10.0%732,7661.4%ETFHMOPHartford Municipal Opportunities ETF$24,172,703$549,987 â–²2.3%617,5171.3%ETFIWMiShares Russell 2000 ETF$15,835,157$202,803 â–¼-1.3%52,7050.8%FinanceVTIVanguard Total Stock Market ETF$10,759,6530.0%29,0770.6%ETFSPYSPDR S&P 500 ETF Trust$7,275,073$20,910 â–²0.3%9,7420.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,739,761$294,465 â–¼-7.3%37,7830.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,774,248$82,492,190 â–¼-97.9%35,0850.1%ETFSCHBSchwab US Broad Market ETF$1,194,861$13,206 â–²1.1%41,2590.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,071,914$128,950 â–²13.7%46,3430.1%ETFSCMBSchwab Municipal Bond ETF$942,611$258 â–²0.0%36,5070.0%ETFVUGVanguard Growth ETF$792,316$657,679 â–²488.5%9,1980.0%ETFIWFiShares Russell 1000 Growth ETF$632,770$451,979 â–²250.0%5,0960.0%ETFQQQInvesco QQQ$377,424$14,714 â–¼-3.8%5130.0%FinanceIWDiShares Russell 1000 Value ETF$364,615$116,366 â–¼-24.2%1,5040.0%ETFVOOVanguard S&P 500 ETF$338,5680.0%4930.0%ETFNVDANVIDIA$290,931$13,606 â–¼-4.5%1,4540.0%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$277,5160.0%6,2560.0%ETFTAT&T$273,074$39,889 â–²17.1%13,1920.0%Computer and TechnologyAAPLApple$265,343$26,042 â–¼-8.9%9170.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$237,630$237,630 â–²New Holding2,7800.0%ETFMSFTMicrosoft$0$209,146 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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