Legacy Wealth Management, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,911,275
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 30 | 1,911,275 | 13F-HR | Legacy Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 30 | 1,714,679 | 13F-HR | Legacy Wealth Management, LLC |
| Q4 2025 | 1/21/2026 | 31 | 1,735,365 | 13F-HR | Legacy Wealth Management, Inc |
| Q3 2025 | 10/10/2025 | 29 | 1,698,486 | 13F-HR | Legacy Wealth Management, Inc |
| Q2 2025 | 7/17/2025 | 31 | 1,607,867 | 13F-HR | Legacy Wealth Management, Inc |
| Q2 2014 | 7/28/2014 | 5 | 212,573 | 13F-HR | Legacy Wealth Management, Inc |
| Q1 2014 | 4/30/2014 | 5 | 205,712 | 13F-HR | Legacy Wealth Management, Inc |
| Q4 2013 | 1/29/2014 | 7 | 196,756 | 13F-HR | Legacy Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 829 | 0.0% | 0 | 228 | -228 |
| ETFs | 1.91 M | 100.0% | 196.8 K | 0 | 196.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
1,911,275
Holdings
30
QoQ value change ($000)
196,596
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.