account_balance
Investment manager · 13F filer · SEC CIK 1488921
Legacy Wealth Management, LLC
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Email when they file new holdings (13F), about 4 times a year, with what they bought and sold. Free.
Reported value$1.9Bas of Sep 30, 2026
Positions34 4 new, 0 sold out
Top 10 weight91.7%IVV alone is 23%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
23.1%
IWBiShares Tr
15.3%
SCHKSchwab Strategic Tr
11.1%Trimmed −2%
FBNDFidelity Merrimack STR Tr
10.4%Trimmed −17%
JCPBJ P Morgan Exchange Traded F
9.2%Trimmed −3%
SCHMSchwab Strategic Tr
7.8%
IJHiShares Tr
4.9%
IXUSiShares Tr
3.7%
SCHXSchwab Strategic Tr
3.4%
IJRiShares Tr
2.9%
AGGiShares Tr
2.7%+1311%
SCHA
IVViShares Tr
23.1%
IWBiShares Tr
15.3%
SCHKSchwab Strategic Tr
11.1%−2%
FBNDFidelity Merrimack STR Tr
10.4%−17%
JCPBJ P Morgan Exchange Traded F
9.2%−3%
SCHMSchwab Strategic Tr
7.8%
IJH4.9%
IXUS3.7%
SCHX
IJR
AGG2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 23.1% Held
IWB iShares Tr 15.3% Held
SCHK Schwab Strategic Tr 11.1% Trimmed −2%
FBND Fidelity Merrimack STR Tr 10.4% Trimmed −17%
JCPB J P Morgan Exchange Traded F 9.2% Trimmed −3%
SCHM Schwab Strategic Tr 7.8% Held
IJH iShares Tr 4.9% Held
IXUS iShares Tr 3.7% Held
SCHX Schwab Strategic Tr 3.4% Held
IJR iShares Tr 2.9% Held
AGG iShares Tr 2.7% Added +1311%
SCHA Schwab Strategic Tr 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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