Institutional Fund
Legacy Wealth Management, LLC
Memphis, TNCIK 14889215 filings on record
Portfolio Value
$1.71B
Q1 2026
Holdings
30
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.2%
from $1.74B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr21.2%
- Ishares Tr14.7%
- Schwab Strategic Tr11.0%
- J P Morgan Exchange Traded F10.6%
- Fidelity Merrimack Str Tr9.3%
- Schwab Strategic Tr7.8%
- Other25.3%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 557.6K | $364.23M | 21.2% | +13.2K | Added |
| 2 | Ishares Tr | 708.2K | $252.52M | 14.7% | −2.3K | Reduced |
| 3 | Schwab Strategic Tr | 6.00M | $188.00M | 11.0% | −117.0K | Reduced |
| 4 | J P Morgan Exchange Traded F | 3.87M | $182.09M | 10.6% | +137.9K | Added |
| 5 | Fidelity Merrimack Str Tr | 3.50M | $159.66M | 9.3% | +83.3K | Added |
| 6 | Schwab Strategic Tr | 4.32M | $133.75M | 7.8% | +945 | Added |
| 7 | Ishares Tr | 1.32M | $89.43M | 5.2% | −25.7K | Reduced |
| 8 | J P Morgan Exchange Traded F | 1.67M | $84.33M | 4.9% | +35.0K | Added |
| 9 | Ishares Tr | 739.8K | $64.10M | 3.7% | −13.6K | Reduced |
| 10 | Schwab Strategic Tr | 2.28M | $58.55M | 3.4% | +77.3K | Added |
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