Legacy Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$1,898,250
Net value change ($000)
-13,025 (-0.7%)
New positions
3
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AGG 46,678 1248.1%
IVV 15,278 3.6%
JMUB 6,713 NEW
IWB 2,550 0.9%
SCHX 1,442 2.3%
SCHZ 1,219 113.7%
VO 879 NEW
VTI 580 5.4%
MSFT 245 NEW
VOO 156 46.0%
Top Reduces (Value $000, Stocks/ETFs)
FBND -52,544 -21.0%
JCPB -15,000 -7.9%
SCHM -10,723 -6.8%
IJH -7,838 -7.8%
HMOP -5,275 -21.8%
IJR -4,961 -8.2%
SCHA -2,901 -11.0%
IWM -1,337 -8.4%
SCHK -1,022 -0.5%
SCMB -290 -30.8%
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