Universe · entity
Legacy Wealth Management, LLC
Institutional manager (13F) · CIK 1488921
13F holdings · as of 2026-03-31 · top 30 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $364M | 557,593 |
| 2 | ISHARES TR | $253M | 708,202 |
| 3 | SCHWAB STRATEGIC TR | $188M | 6,000,541 |
| 4 | J P MORGAN EXCHANGE TRADED F | $182M | 3,867,634 |
| 5 | FIDELITY MERRIMACK STR TR | $160M | 3,499,700 |
| 6 | SCHWAB STRATEGIC TR | $134M | 4,320,097 |
| 7 | ISHARES TR | $89M | 1,324,253 |
| 8 | J P MORGAN EXCHANGE TRADED F | $84M | 1,666,333 |
| 9 | ISHARES TR | $64M | 739,814 |
| 10 | SCHWAB STRATEGIC TR | $59M | 2,283,449 |
| 11 | ISHARES TR | $52M | 414,434 |
| 12 | SCHWAB STRATEGIC TR | $24M | 814,448 |
| 13 | HARTFORD FDS EXCHANGE TRADED | $23M | 603,467 |
| 14 | ISHARES TR | $13M | 53,380 |
| 15 | VANGUARD INDEX FDS | $9M | 29,077 |
| 16 | STATE STR SPDR S&P 500 ETF T | $6M | 9,714 |
| 17 | ISHARES TR | $4M | 40,758 |
| 18 | SCHWAB STRATEGIC TR | $1M | 40,803 |
| 19 | SCHWAB STRATEGIC TR | $947k | 40,768 |
| 20 | SCHWAB STRATEGIC TR | $930k | 36,497 |
| 21 | VANGUARD INDEX FDS | $683k | 1,563 |
| 22 | ISHARES TR | $621k | 1,456 |
| 23 | ISHARES TR | $424k | 1,984 |
| 24 | AT&T INC | $327k | 11,265 |
| 25 | INVESCO QQQ TR | $308k | 533 |
| 26 | VANGUARD INDEX FDS | $295k | 493 |
| 27 | NVIDIA CORPORATION | $265k | 1,522 |
| 28 | APPLE INC | $256k | 1,007 |
| 29 | DIMENSIONAL ETF TRUST | $243k | 6,256 |
| 30 | MICROSOFT CORP | $209k | 565 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.