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Legacy Wealth Management, LLC

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13F filer, CIK 1488921, MEMPHIS, TN

Legacy Wealth Management, LLC reported $1,911,274,876 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 94.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001488921-26-000004

Period
2026-06-30
Reported value
$1.91B
Holdings
30
Top 10 weight
94.92%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FBNDadded+1,995,732$90.8M
JCPBadded+190,026$8.92M
IVVadded+7,120$5.33M
VUGadded+7,635$658K
HMOPadded+14,050$550K

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
JPSTreduced-1,631,248-$82.5M
SCHKreduced-152,229-$5.49M
SCHXreduced-124,960-$3.68M
SCHAreduced-81,682-$2.95M
IWBreduced-5,589-$2.29M

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, Q2 2026

Share positions as resolved from 13F-HR 0001488921-26-000004, largest first. % of portfolio is the value over $1,911,274,876, 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; 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; 2026Q2: 564,713 shares 564,713$423M22.13%+7,120Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 702,613 shares 702,613$288M15.05%-5,589Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,495,432 shares 5,495,432$250M13.08%+1,995,732Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,848,312 shares 5,848,312$211M11.03%-152,229Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,057,660 shares 4,057,660$190M9.97%+190,026Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,286,476 shares 4,286,476$158M8.27%-33,621Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,301,904 shares 1,301,904$100M5.25%-22,349Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 728,716 shares 728,716$69.5M3.64%-11,098Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,158,489 shares 2,158,489$63.5M3.32%-124,960Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 409,323 shares 409,323$60.7M3.18%-5,111Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 732,766 shares 732,766$26.5M1.39%-81,682Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 617,517 shares 617,517$24.2M1.26%+14,050Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 52,705 shares 52,705$15.8M0.83%-675Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 29,077 shares 29,077$10.8M0.56%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,742 shares 9,742$7.28M0.38%+28Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,783 shares 37,783$3.74M0.2%-2,975Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 35,085 shares 35,085$1.77M0.09%-1,631,248Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,259 shares 41,259$1.19M0.06%+456Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 46,343 shares 46,343$1.07M0.06%+5,575Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 36,507 shares 36,507$943K0.05%+10Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,198 shares 9,198$792K0.04%+7,635Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,096 shares 5,096$633K0.03%+3,640Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 512 shares; 2025Q4: 513 shares; 2026Q1: 533 shares; 2026Q2: 513 shares 513$377K0.02%-20Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,504 shares 1,504$365K0.02%-480Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493$339K0.02%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,454 shares 1,454$291K0.02%-68Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,256 shares 6,256$278K0.01%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,192 shares 13,192$273K0.01%+1,927Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 917 shares 917$265K0.01%-90Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,780 shares 2,780$238K0.01%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP565$209Kshares

How Q2 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 0001488921-26-000004 base2026-07-09acceptance time not in the bulk data set