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The Analysis of Legacy Wealth Management, LLC's Holdings & P&L

Currently, Legacy Wealth Management, LLC holds 30 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IVV (+13.2K shares, valued at $8.6M), JCPB (+137.9K shares, valued at $6.5M), FBND (+83.3K shares, valued at $3.8M); decreased their positions in SCHK (-117.0K shares, valued at $3.7M), IJH (-25.7K shares, valued at $1.7M), IXUS (-13.6K shares, valued at $1.2M).

1M P&L

+53.0M+2.90%

3M P&L

+74.6M+4.13%

HY P&L

+148.9M+8.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.7B

99.9%

2Telecom Services326.6K

0.0%

3Semiconductors265.4K

0.0%

Top Industries by Stock Count

1N/A24 stocks

85.7%

2Consumer Electronics1 stocks

3.6%

3Telecom Services1 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR557.6K shares2.42%2026-03-312026-04-23

IWB ISHARES TR708.2K shares-0.32%2026-03-312026-04-23

SCHK SCHWAB STRATEGIC TR6.0M shares-1.91%2026-03-312026-04-23

JCPB J P MORGAN EXCHANGE TRADED F3.9M shares3.70%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR3.5M shares2.44%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR4.3M shares0.02%2026-03-312026-04-23

IJH ISHARES TR1.3M shares-1.91%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F1.7M shares2.14%2026-03-312026-04-23

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IXUS ISHARES TR739.8K shares-1.80%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR2.3M shares3.50%2026-03-312026-04-23

IJR ISHARES TR414.4K shares-1.05%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR814.4K shares-3.75%2026-03-312026-04-23

HMOP HARTFORD FDS EXCHANGE TRADED603.5K shares1.19%2026-03-312026-04-23

IWM ISHARES TR53.4K shares-0.58%2026-03-312026-04-23

VTI VANGUARD INDEX FDS29.1K shares3.13%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T9.7K shares0.03%2026-03-312026-04-23

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AGG ISHARES TR40.8K shares4.66%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR40.8K shares7.32%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR40.8K shares35.55%2026-03-312026-04-23

SCMB SCHWAB STRATEGIC TR36.5K shares4.07%2026-03-312026-04-23

VUG VANGUARD INDEX FDS1.6K shares1.63%2026-03-312026-04-23

IWF ISHARES TR1.5K shares0.00%2026-03-312026-04-23

IWD ISHARES TR2.0K shares0.00%2026-03-312026-04-23

T AT&T INC11.3K shares-39.51%2026-03-312026-04-23

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INVESCO QQQ TR INVESCO QQQ TR533 shares3.90%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS493 shares10.29%2026-03-312026-04-23

NVDA NVIDIA CORPORATION1.5K shares-26.86%2026-03-312026-04-23

AAPL APPLE INC1.0K shares-18.66%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP565 shares5.61%2026-03-312026-04-23

IVV

ISHARES TR

2.42%

Shares557.6K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

-0.32%

Shares708.2K

Event2026-03-31

Filed2026-04-23

SCHK

SCHWAB STRATEGIC TR

-1.91%

Shares6.0M

Event2026-03-31

Filed2026-04-23

JCPB

J P MORGAN EXCHANGE TRADED F

3.70%

Shares3.9M

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

2.44%

Shares3.5M

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

0.02%

Shares4.3M

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-1.91%

Shares1.3M

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

2.14%

Shares1.7M

Event2026-03-31

Filed2026-04-23

IXUS

ISHARES TR

-1.80%

Shares739.8K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

3.50%

Shares2.3M

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-1.05%

Shares414.4K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

-3.75%

Shares814.4K

Event2026-03-31

Filed2026-04-23

HMOP

HARTFORD FDS EXCHANGE TRADED

1.19%

Shares603.5K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-0.58%

Shares53.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

3.13%

Shares29.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.03%

Shares9.7K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

4.66%

Shares40.8K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

7.32%

Shares40.8K

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

35.55%

Shares40.8K

Event2026-03-31

Filed2026-04-23

SCMB

SCHWAB STRATEGIC TR

4.07%

Shares36.5K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

1.63%

Shares1.6K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

AT&T INC

-39.51%

Shares11.3K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

3.90%

Shares533

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

10.29%

Shares493

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-26.86%

Shares1.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-18.66%

Shares1.0K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

5.61%

Shares565

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available