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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 $1.9B. In the most recent quarter, they have increased their positions in FBND (+2.0M shares, valued at $90.8M), JCPB (+190.0K shares, valued at $8.9M), N/A (+7.1K shares, valued at $5.3M); decreased their positions in JPST (-1.6M shares, valued at $82.5M), SCHK (-152.2K shares, valued at $5.5M), SCHX (-125.0K shares, valued at $3.7M); initiated new positions in VXUS (+2.8K shares, valued at $237.6K).

1M P&L

+3.9M+0.27%

3M P&L

+32.7M+2.31%

HY P&L

+63.4M+4.58%

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/A1.5B

99.9%

2Semiconductors290.9K

0.0%

3Telecom Services273.1K

0.0%

Top Industries by Stock Count

1N/A23 stocks

88.5%

2Consumer Electronics1 stocks

3.8%

3Telecom Services1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR564.7K shares1.28%2026-06-302026-07-09

IWB ISHARES TR702.6K shares-0.79%2026-06-302026-07-09

FBND FIDELITY MERRIMACK STR TR5.5M shares57.03%2026-06-302026-07-09

SCHK SCHWAB STRATEGIC TR5.8M shares-2.54%2026-06-302026-07-09

JCPB J P MORGAN EXCHANGE TRADED F4.1M shares4.91%2026-06-302026-07-09

SCHM SCHWAB STRATEGIC TR4.3M shares-0.78%2026-06-302026-07-09

IJH ISHARES TR1.3M shares-1.69%2026-06-302026-07-09

IXUS ISHARES TR728.7K shares-1.50%2026-06-302026-07-09

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SCHX SCHWAB STRATEGIC TR2.2M shares-5.47%2026-06-302026-07-09

IJR ISHARES TR409.3K shares-1.23%2026-06-302026-07-09

SCHA SCHWAB STRATEGIC TR732.8K shares-10.03%2026-06-302026-07-09

HMOP HARTFORD FDS EXCHANGE TRADED617.5K shares2.33%2026-06-302026-07-09

IWM ISHARES TR52.7K shares-1.26%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS29.1K shares0.00%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T9.7K shares0.29%2026-06-302026-07-09

ISHARES TR ISHARES TR37.8K shares-7.30%2026-06-302026-07-09

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JPST J P MORGAN EXCHANGE TRADED F35.1K shares-97.89%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR41.3K shares1.12%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR46.3K shares13.67%2026-06-302026-07-09

SCMB SCHWAB STRATEGIC TR36.5K shares0.03%2026-06-302026-07-09

VUG VANGUARD INDEX FDS9.2K shares488.48%2026-06-302026-07-09

IWF ISHARES TR5.1K shares250.00%2026-06-302026-07-09

QQQ INVESCO QQQ TR513 shares-3.75%2026-06-302026-07-09

IWD ISHARES TR1.5K shares-24.19%2026-06-302026-07-09

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VOO VANGUARD INDEX FDS493 shares0.00%2026-06-302026-07-09

NVDA NVIDIA CORPORATION1.5K shares-4.47%2026-06-302026-07-09

DFAC DIMENSIONAL ETF TRUST6.3K shares0.00%2026-06-302026-07-09

T AT&T INC13.2K shares17.11%2026-06-302026-07-09

AAPL APPLE INC917 shares-8.94%2026-06-302026-07-09

VXUS VANGUARD STAR FDS2.8K sharesnew addition2026-06-302026-07-09

ISHARES TR

1.28%

Shares564.7K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

-0.79%

Shares702.6K

Event2026-06-30

Filed2026-07-09

FBND

FIDELITY MERRIMACK STR TR

57.03%

Shares5.5M

Event2026-06-30

Filed2026-07-09

SCHK

SCHWAB STRATEGIC TR

-2.54%

Shares5.8M

Event2026-06-30

Filed2026-07-09

JCPB

J P MORGAN EXCHANGE TRADED F

4.91%

Shares4.1M

Event2026-06-30

Filed2026-07-09

SCHM

SCHWAB STRATEGIC TR

-0.78%

Shares4.3M

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-1.69%

Shares1.3M

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

-1.50%

Shares728.7K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-5.47%

Shares2.2M

Event2026-06-30

Filed2026-07-09

IJR

ISHARES TR

-1.23%

Shares409.3K

Event2026-06-30

Filed2026-07-09

SCHA

SCHWAB STRATEGIC TR

-10.03%

Shares732.8K

Event2026-06-30

Filed2026-07-09

HMOP

HARTFORD FDS EXCHANGE TRADED

2.33%

Shares617.5K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-1.26%

Shares52.7K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.29%

Shares9.7K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-7.30%

Shares37.8K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

-97.89%

Shares35.1K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

1.12%

Shares41.3K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

13.67%

Shares46.3K

Event2026-06-30

Filed2026-07-09

SCMB

SCHWAB STRATEGIC TR

0.03%

Shares36.5K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

488.48%

Shares9.2K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

250.00%

Shares5.1K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

-3.75%

Shares513

Event2026-06-30

Filed2026-07-09

IWD

ISHARES TR

-24.19%

Shares1.5K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

0.00%

Shares493

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

-4.47%

Shares1.5K

Event2026-06-30

Filed2026-07-09

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-09

AT&T INC

17.11%

Shares13.2K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-8.94%

Shares917

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

New

Shares2.8K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available