Legacy Wealth Management, LLC - Portfolio Stock Holdings
Legacy Wealth Management, LLC disclosed 34 stock positions in a recent SEC 13F filing. $1,898,250,559 of stock holdings were filed, with the largest holdings including IVV, IWB, and SCHK. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $629,031,199 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
34Est. Stock Holding Value:
$1,898,250,559Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Wealth Management, LLC
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Holdings (Shares)
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% of Portfolio
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