Legacy Wealth Management
Legacy Wealth Management reported 34 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (23.1%), IWB (15.3%) and SCHK (11.1%). Compared with Q2 2026, the fund opened new positions in JBND, JMUB and VO, added to IVV, SCHM and IXUS and trimmed IWB, SCHK and FBND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $438M | 23.1% | 572K | +7,444 (+1%) | 8 of 8 | |
| 2 |  IWB Ishares TR | $290M | 15.3% | 698K | −5,066 (−1%) | 8 of 8 | |
| 3 |  SCHK Schwab Strategic TR | $210M | 11.1% | 5.7M | −124K (−2%) | 8 of 8 | |
| 4 |  FBND Fidelity Total Bond ETF | $197M | 10.4% | 4.6M | −936K (−17%) | 8 of 8 | |
| 5 |  JCPB J P Morgan Exchange Traded F | $175M | 9.2% | 3.9M | −139K (−3%) | 8 of 8 | |
| 6 |  SCHM Schwab Strategic TR | $147M | 7.8% | 4.3M | +44K (+1%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $92.6M | 4.9% | 1.3M | −16K (−1%) | 8 of 8 | |
| 8 |  IXUS Ishares Core Msci Totl | $69.4M | 3.6% | 730K | +1,397 (+0%) | 8 of 8 | |
| 9 |  SCHX Schwab US Large Cap ETF | $65M | 3.4% | 2.2M | +7,038 (+0%) | 8 of 8 | |
| 10 |  IJR Ishares TR | $55.7M | 2.9% | 410K | +453 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Wealth Management 13F FAQ
What does Legacy Wealth Management own?
Legacy Wealth Management reported 34 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are IVV (23.1%), IWB (15.3%) and SCHK (11.1%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 12 added to, 16 trimmed and 0 sold out. New positions include JBND, JMUB and VO.
When will Legacy Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.