Legacy Wealth Management, Inc Top Holdings and 13F Report (2026) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.90 billion in total holdings as of September 30, 2026.Legacy Wealth Management, Inc owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.09% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 30 new stocks and bought additional shares in 12 stocks.Legacy Wealth Management, Inc sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $438,186,320iShares Russell 1000 ETF $290,270,369Schwab 1000 Index ETF $209,867,689Fidelity Total Bond ETF $197,443,356J P MORGAN EXCHANGE TRADED F $175,467,239 Largest New Holdings this Quarter 46654Q716 - J P MORGAN EXCHANGE TRADED F $13,450,643 Holding46641Q647 - J P MORGAN EXCHANGE TRADED F $6,712,634 Holding922908629 - Vanguard Mid-Cap ETF $879,167 Holding594918104 - Microsoft $245,166 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 495,512 shares (about $46.85M)J P MORGAN EXCHANGE TRADED F 263,119 shares (about $13.45M)J P MORGAN EXCHANGE TRADED F 141,081 shares (about $6.71M)iShares Core S&P 500 ETF 7,444 shares (about $5.70M)Schwab U.S. Mid-Cap ETF 43,883 shares (about $1.49M) Largest Sales this Quarter Fidelity Total Bond ETF 935,539 shares (about $40.51M)J P MORGAN EXCHANGE TRADED F 139,231 shares (about $6.23M)Schwab 1000 Index ETF 123,607 shares (about $4.53M)Hartford Municipal Opportunities ETF 104,683 shares (about $3.86M)iShares Russell 1000 ETF 5,066 shares (about $2.11M) 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$438,186,320$5,700,986 ▲1.3%572,15723.1%ETFIWBiShares Russell 1000 ETF$290,270,369$2,108,116 ▼-0.7%697,54715.3%ETFSCHKSchwab 1000 Index ETF$209,867,689$4,531,433 ▼-2.1%5,724,70511.1%ETFFBNDFidelity Total Bond ETF$197,443,356$40,508,836 ▼-17.0%4,559,89310.4%ETFJ P MORGAN EXCHANGE TRADED F$175,467,239$6,234,764 ▼-3.4%3,918,4299.2%CORE PLUS BD ETFSCHMSchwab U.S. Mid-Cap ETF$147,318,804$1,492,900 ▲1.0%4,330,3597.8%ETFIJHiShares Core S&P Mid-Cap ETF$92,551,728$1,120,261 ▼-1.2%1,286,3344.9%ETFIXUSiShares Core MSCI Total International Stock ETF$69,353,465$132,701 ▲0.2%730,1133.7%ETFSCHXSchwab US Large-Cap ETF$64,965,795$211,140 ▲0.3%2,165,5273.4%ETFIJRiShares Core S&P Small-Cap ETF$55,745,966$61,626 ▲0.1%409,7762.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$50,417,709$46,845,704 ▲1,311.5%533,2952.7%ETFSCHASchwab US Small-Cap ETF$23,573,957$336,187 ▼-1.4%722,4631.2%ETFHMOPHartford Municipal Opportunities ETF$18,897,933$3,857,569 ▼-17.0%512,8341.0%ETFIWMiShares Russell 2000 ETF$14,497,744$148,393 ▼-1.0%52,1710.8%ETFJ P MORGAN EXCHANGE TRADED F$13,450,643$13,450,643 ▲New Holding263,1190.7%ACTIVE BOND ETFVTIVanguard Total Stock Market ETF$11,339,529$457,698 ▲4.2%30,3000.6%ETFSPYSPDR S&P 500 ETF Trust$7,183,284$246,332 ▼-3.3%9,4190.4%ETFJ P MORGAN EXCHANGE TRADED F$6,712,634$6,712,634 ▲New Holding141,0810.4%MUNICIPAL ETFSCHZSchwab U.S. Aggregate Bond ETF$2,290,864$1,266,684 ▲123.7%103,6590.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,782,544$15,312 ▲0.9%35,3890.1%ETFSCHBSchwab US Broad Market ETF$990,590$218,711 ▼-18.1%33,7970.1%ETFVOVanguard Mid-Cap ETF$879,167$879,167 ▲New Holding11,2110.0%ETFVUGVanguard Growth ETF$824,326$4,505 ▼-0.5%9,1480.0%ETFSCMBSchwab Municipal Bond ETF$653,407$228,602 ▼-25.9%27,0450.0%ETFIWFiShares Russell 1000 Growth ETF$631,310$7,015 ▼-1.1%5,0400.0%ETFVOOVanguard S&P 500 ETF$495,239$149,903 ▲43.4%7070.0%ETFQQQInvesco QQQ$385,826$6,652 ▲1.8%5220.0%ETFIWDiShares Russell 1000 Value ETF$372,8870.0%1,5040.0%ETFNVDANVIDIA$335,947$3,882 ▲1.2%1,4710.0%TechnologyTAT&T$309,758$12,127 ▼-3.8%12,6950.0%Communication ServicesAAPLApple$305,046$333 ▼-0.1%9160.0%TechnologyDFACDimensional U.S. Core Equity 2 ETF$278,0790.0%6,2560.0%ETFMSFTMicrosoft$245,166$245,166 ▲New Holding4780.0%TechnologyVXUSVanguard Total International Stock ETF$225,707$10,449 ▼-4.4%2,6570.0%ETFShowing largest 100 holdings. 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