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Legacy Wealth Management, LLC

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13F filer, CIK 1488921, MEMPHIS, TN

Legacy Wealth Management, LLC reported $1,714,679,246 across 30 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 91.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001488921-26-000002

Period
2026-03-31
Reported value
$1.71B
Holdings
30
Top 10 weight
91.95%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+13,158$8.59M
JCPBadded+137,884$6.49M
FBNDadded+83,294$3.8M
SCHXadded+77,273$1.98M
JPSTadded+34,971$1.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHKreduced-117,027-$3.67M
IJHreduced-25,743-$1.74M
IXUSreduced-13,587-$1.18M
SCHAreduced-31,751-$923K
IWBreduced-2,273-$810K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001488921-26-000002, largest first. % of portfolio is the value over $1,714,679,246, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,811 shares; 2024Q4: 513,576 shares; 2025Q1: 507,597 shares; 2025Q2: 530,045 shares; 2025Q3: 537,532 shares; 2025Q4: 544,435 shares; 2026Q1: 557,593 shares 557,593$364M21.24%+13,158Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,596 shares; 2024Q4: 777,699 shares; 2025Q1: 758,328 shares; 2025Q2: 728,850 shares; 2025Q3: 722,592 shares; 2025Q4: 710,475 shares; 2026Q1: 708,202 shares 708,202$253M14.73%-2,273Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,592,809 shares; 2024Q4: 6,970,674 shares; 2025Q1: 6,893,528 shares; 2025Q2: 6,650,328 shares; 2025Q3: 6,361,635 shares; 2025Q4: 6,117,568 shares; 2026Q1: 6,000,541 shares 6,000,541$188M10.96%-117,027Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,019,083 shares; 2024Q4: 3,181,469 shares; 2025Q1: 3,233,844 shares; 2025Q2: 3,314,934 shares; 2025Q3: 3,546,974 shares; 2025Q4: 3,729,750 shares; 2026Q1: 3,867,634 shares 3,867,634$182M10.62%+137,884Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937,256 shares; 2024Q4: 3,080,887 shares; 2025Q1: 3,096,566 shares; 2025Q2: 3,097,702 shares; 2025Q3: 3,249,607 shares; 2025Q4: 3,416,406 shares; 2026Q1: 3,499,700 shares 3,499,700$160M9.31%+83,294Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375,275 shares; 2024Q4: 4,180,010 shares; 2025Q1: 4,203,019 shares; 2025Q2: 4,181,932 shares; 2025Q3: 4,204,735 shares; 2025Q4: 4,319,152 shares; 2026Q1: 4,320,097 shares 4,320,097$134M7.8%+945Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409,254 shares; 2024Q4: 1,360,573 shares; 2025Q1: 1,345,242 shares; 2025Q2: 1,388,812 shares; 2025Q3: 1,375,897 shares; 2025Q4: 1,349,996 shares; 2026Q1: 1,324,253 shares 1,324,253$89.4M5.22%-25,743Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,381,600 shares; 2024Q4: 1,444,695 shares; 2025Q1: 1,446,499 shares; 2025Q2: 1,478,317 shares; 2025Q3: 1,548,237 shares; 2025Q4: 1,631,362 shares; 2026Q1: 1,666,333 shares 1,666,333$84.3M4.92%+34,971Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757,354 shares; 2024Q4: 781,962 shares; 2025Q1: 781,149 shares; 2025Q2: 773,338 shares; 2025Q3: 764,113 shares; 2025Q4: 753,401 shares; 2026Q1: 739,814 shares 739,814$64.1M3.74%-13,587Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777,112 shares; 2024Q4: 2,241,615 shares; 2025Q1: 2,308,399 shares; 2025Q2: 2,343,626 shares; 2025Q3: 2,282,257 shares; 2025Q4: 2,206,176 shares; 2026Q1: 2,283,449 shares 2,283,449$58.5M3.41%+77,273Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,610 shares; 2024Q4: 487,995 shares; 2025Q1: 496,080 shares; 2025Q2: 495,688 shares; 2025Q3: 419,736 shares; 2025Q4: 418,852 shares; 2026Q1: 414,434 shares 414,434$51.5M3%-4,418Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,598 shares; 2024Q4: 1,079,434 shares; 2025Q1: 1,109,511 shares; 2025Q2: 1,129,803 shares; 2025Q3: 890,688 shares; 2025Q4: 846,199 shares; 2026Q1: 814,448 shares 814,448$23.7M1.38%-31,751Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,435 shares; 2024Q4: 501,378 shares; 2025Q1: 512,899 shares; 2025Q2: 501,436 shares; 2025Q3: 547,484 shares; 2025Q4: 596,389 shares; 2026Q1: 603,467 shares 603,467$23.4M1.36%+7,078Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,301 shares; 2024Q4: 59,095 shares; 2025Q1: 58,497 shares; 2025Q2: 56,019 shares; 2025Q3: 55,001 shares; 2025Q4: 53,689 shares; 2026Q1: 53,380 shares 53,380$13.2M0.77%-309Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,995 shares; 2024Q4: 27,650 shares; 2025Q1: 26,995 shares; 2025Q2: 28,208 shares; 2025Q3: 28,209 shares; 2025Q4: 28,195 shares; 2026Q1: 29,077 shares 29,077$9.33M0.54%+882Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,965 shares; 2025Q1: 9,991 shares; 2025Q2: 9,991 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares; 2026Q1: 9,714 shares 9,714$6.32M0.37%+3Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,513 shares; 2024Q4: 34,819 shares; 2025Q1: 36,454 shares; 2025Q2: 39,614 shares; 2025Q3: 38,944 shares; 2025Q4: 38,943 shares; 2026Q1: 40,758 shares 40,758$4.05M0.24%+1,815Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 36,921 shares; 2025Q1: 36,933 shares; 2025Q2: 37,787 shares; 2025Q3: 38,461 shares; 2025Q4: 38,021 shares; 2026Q1: 40,803 shares 40,803$1.02M0.06%+2,782Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 23,892 shares; 2025Q1: 39,347 shares; 2025Q2: 29,846 shares; 2025Q3: 31,578 shares; 2025Q4: 30,075 shares; 2026Q1: 40,768 shares 40,768$947K0.06%+10,693Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,110 shares; 2025Q2: 34,193 shares; 2025Q3: 35,068 shares; 2025Q4: 35,068 shares; 2026Q1: 36,497 shares 36,497$930K0.05%+1,429Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,563 shares 1,563$683K0.04%+25Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares 1,456$621K0.04%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,504 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares 1,984$424K0.02%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,368 shares; 2024Q4: 21,325 shares; 2025Q1: 19,249 shares; 2025Q2: 18,325 shares; 2025Q3: 18,017 shares; 2025Q4: 18,622 shares; 2026Q1: 11,265 shares 11,265$327K0.02%-7,357Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 512 shares; 2025Q4: 513 shares; 2026Q1: 533 shares 533$308K0.02%+20Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: 493 shares 493$295K0.02%+46Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,035 shares; 2025Q1: 3,833 shares; 2025Q2: 1,874 shares; 2025Q3: 1,895 shares; 2025Q4: 2,081 shares; 2026Q1: 1,522 shares 1,522$265K0.02%-559Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,277 shares; 2025Q1: 2,938 shares; 2025Q2: 3,862 shares; 2025Q3: 975 shares; 2025Q4: 1,238 shares; 2026Q1: 1,007 shares 1,007$256K0.01%-231Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 5,951 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares 6,256$243K0.01%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,804 shares; 2025Q1: 1,514 shares; 2025Q2: 845 shares; 2025Q3: 525 shares; 2025Q4: 535 shares; 2026Q1: 565 shares 565$209K0.01%+30Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC811$254Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001488921-26-000002 base2026-04-23acceptance time not in the bulk data set