Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Wealth Management, Inc (CIK 1488921) reported $1.71B across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($364.2M, 21.24%), IWB ($252.5M, 14.73%), SCHK ($188.0M, 10.96%), JCPB ($182.1M, 10.62%), FBND ($159.7M, 9.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $364.2M | 21.24% | 557,593 | Added |
| 2 | IWB | ISHARES TR | $252.5M | 14.73% | 708,202 | Trimmed |
| 3 | SCHK | SCHWAB STRATEGIC TR | $188.0M | 10.96% | 6.0M | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $182.1M | 10.62% | 3.9M | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $159.7M | 9.31% | 3.5M | Added |
| 6 | SCHM | SCHWAB STRATEGIC TR | $133.8M | 7.80% | 4.3M | Added |
| 7 | IJH | ISHARES TR | $89.4M | 5.22% | 1.3M | Trimmed |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $84.3M | 4.92% | 1.7M | Added |
| 9 | IXUS | ISHARES TR | $64.1M | 3.74% | 739,814 | Trimmed |
| 10 | SCHX | SCHWAB STRATEGIC TR | $58.5M | 3.41% | 2.3M | Added |
| 11 | IJR | ISHARES TR | $51.5M | 3.00% | 414,434 | Trimmed |
| 12 | SCHA | SCHWAB STRATEGIC TR | $23.7M | 1.38% | 814,448 | Trimmed |
| 13 | HMOP | HARTFORD FDS EXCHANGE TRADED | $23.4M | 1.36% | 603,467 | Added |
| 14 | IWM | ISHARES TR | $13.2M | 0.77% | 53,380 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $9.3M | 0.54% | 29,077 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $6.3M | 0.37% | 9,714 | Added |
| 17 | AGG | ISHARES TR | $4.0M | 0.24% | 40,758 | Added |
| 18 | SCHB | SCHWAB STRATEGIC TR | $1.0M | 0.06% | 40,803 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $946,633 | 0.06% | 40,768 | Added |
| 20 | SCMB | SCHWAB STRATEGIC TR | $929,944 | 0.05% | 36,497 | Added |
| 21 | IWF | ISHARES TR | $620,838 | 0.04% | 1,456 | Hold |
| 22 | VUG | VANGUARD INDEX FDS | $682,703 | 0.04% | 1,563 | Added |
| 23 | IWD | ISHARES TR | $423,921 | 0.02% | 1,984 | Hold |
| 24 | QQQ | INVESCO QQQ TR | $307,561 | 0.02% | 533 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $265,437 | 0.02% | 1,522 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31