Investor
Legacy Wealth Management, Inc
CIK 0001488921 · filed 2026-04-23 · SEC filing
13F book
$1.71B
Positions
30
0 new · 1 sold
Largest name
21.2%
Ishares Tr
Est. mark
−$34.9M
Price effect on 30 names still held. Flow $14.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 557.6K | $364.2M | 21.2% | −$17.3M | Added−$8.68M |
| Ishares Tr | — | 708.2K | $252.5M | 14.7% | −$12M | Cut−$12.8M |
| Schwab Strategic Tr | — | 6M | $188M | 11.0% | −$8.82M | Cut−$12.7M |
| J P Morgan Exchange Traded F | — | 3.87M | $182.1M | 10.6% | −$1.01M | Added$5.48M |
| Fidelity Merrimack Str Tr | — | 3.5M | $159.7M | 9.3% | −$1.43M | Added$2.36M |
| Schwab Strategic Tr | — | 4.32M | $133.8M | 7.8% | $3.84M | Added$3.87M |
| Ishares Tr | — | 1.32M | $89.4M | 5.2% | $2.03M | Cut$327.1K |
| J P Morgan Exchange Traded F | — | 1.67M | $84.3M | 4.9% | $32.6K | Added$1.8M |
| Ishares Tr | — | 739.8K | $64.1M | 3.7% | $1.48M | Cut$329.7K |
| Schwab Strategic Tr | — | 2.28M | $58.5M | 3.4% | −$2.8M | Added−$820.6K |
| Ishares Tr | — | 414.4K | $51.5M | 3.0% | $1.71M | Cut$1.18M |
| Schwab Strategic Tr | — | 814.4K | $23.7M | 1.4% | $488.7K | Cut−$415.6K |
| Hartford Fds Exchange Traded | — | 603.5K | $23.4M | 1.4% | −$220.7K | Added$53.5K |
| Ishares Tr | — | 53.4K | $13.2M | 0.8% | $98.2K | Cut$22.2K |
| Vanguard Index Fds | — | 29.1K | $9.33M | 0.5% | −$407.7K | Added−$124.7K |
| Spdr S&P 500 Etf Tr | — | 9.71K | $6.32M | 0.4% | −$306.6K | Added−$304.7K |
| Ishares Tr | — | 40.8K | $4.05M | 0.2% | −$23.8K | Added$156.4K |
| Schwab Strategic Tr | — | 40.8K | $1.02M | 0.1% | −$43K | Added$26.9K |
| Schwab Us Aggregate Bond | — | 40.8K | $946.6K | 0.1% | −$4.51K | Added$243.8K |
| Schwab Strategic Tr | — | 36.5K | $929.9K | 0.1% | −$9.82K | Added$26.6K |
| Vanguard Growth Etf | — | 1.56K | $682.7K | 0.0% | −$78.5K | Added−$67.6K |
| Ishares Tr | — | 1.46K | $620.8K | 0.0% | −$68.3K | Held |
| Ishares Tr | — | 1.98K | $423.9K | 0.0% | $6.61K | Held |
| At&T Inc | — | 11.3K | $326.6K | 0.0% | $46.7K | Cut−$136K |
| Invesco Qqq Tr | — | 533 | $307.6K | 0.0% | −$18.8K | Added−$7.27K |
| Vanguard Index Fds | — | 493 | $294.5K | 0.0% | −$13.2K | Added$14.3K |
| Nvidia Corp | NVDA | 1.52K | $265.4K | 0.0% | −$18.4K | Cut−$122.7K |
| Apple Inc. | AAPL | 1.01K | $255.6K | 0.0% | −$18.2K | Cut−$81K |
| Dimensional Etf Trust | — | 6.26K | $243.1K | 0.0% | −$4.57K | Held |
| Microsoft Corp | MSFT | 565 | $209.1K | 0.0% | −$60.7K | Added−$49.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.