Legacy Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$1,714,679
Net value change ($000)
-20,686 (-1.2%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JCPB 5,484 3.1%
SCHM 3,873 3.0%
FBND 2,365 1.5%
JPST 1,802 2.2%
IJR 1,180 2.3%
IXUS 329 0.5%
IJH 327 0.4%
SCHZ 244 34.7%
AGG 156 4.0%
HMOP 53 0.2%
Top Reduces (Value $000, Stocks/ETFs)
IWB -12,803 -4.8%
SCHK -12,659 -6.3%
IVV -8,680 -2.3%
SCHX -820 -1.4%
SCHA -416 -1.7%
SPY -305 -4.6%
GOOGL -254 -100.0%
T -136 -29.4%
VTI -125 -1.3%
NVDA -123 -31.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type