Legacy Wealth Management, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,898,250
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 34 | 1,898,250 | 13F-HR | Legacy Wealth Management, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.196 K | 0.1% | 367 | 0 | 367 |
| ETFs | 1.884 M | 99.2% | 0 | 26.84 K | -26.84 K |
| Debt | 13.45 K | 0.7% | 13.45 K | 0 | 13.45 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
1,898,250
Holdings
34
QoQ value change ($000)
-13,025
(-0.7%)
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.