Legacy Wealth Management, LLC: 13F holdings
CIK 14889212026Q2
| Positions | 30 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 30 (+0 vs prior quarter) |
|---|
| Reported value | $1.9bn (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 564,713 | $422.9m | 22.1% |
| IWB ISHARES TR | 702,613 | $287.7m | 15.1% |
| FBND FIDELITY MERRIMACK STR TR | 5,495,432 | $250.0m | 13.1% |
| SCHK SCHWAB STRATEGIC TR | 5,848,312 | $210.9m | 11.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 4,057,660 | $190.5m | 10.0% |
| SCHM SCHWAB STRATEGIC TR | 4,286,476 | $158.0m | 8.3% |
| IJH ISHARES TR | 1,301,904 | $100.4m | 5.3% |
| EWJ ISHARES TR | 728,716 | $69.5m | 3.6% |
| SCHX SCHWAB STRATEGIC TR | 2,158,489 | $63.5m | 3.3% |
| IJR ISHARES TR | 409,323 | $60.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1488921")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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