Legacy Wealth Management, LLC - Portfolio Stock Holdings

Legacy Wealth Management, LLC disclosed 31 stock positions in a recent SEC 13F filing. $1,911,275,138 of stock holdings were filed, with the largest holdings including IVV, IWB, and FBND. This filing represented positions held on June 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.