Legacy Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$1,911,275
Net value change ($000)
+196,596 (11.5%)
New positions
1
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FBND 90,331 56.6%
IVV 58,683 16.1%
IWB 35,203 13.9%
SCHM 24,292 18.2%
SCHK 22,893 12.2%
IJH 10,963 12.3%
IJR 9,189 17.8%
JCPB 8,379 4.6%
IXUS 5,452 8.5%
SCHX 4,976 8.5%
Top Reduces (Value $000, Stocks/ETFs)
JPST -82,559 -97.9%
AGG -306 -7.6%
MSFT -209 -100.0%
IWD -59 -13.9%
T -54 -16.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type