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Legacy Wealth Management, LLC
hedge fundUpdated 14 days agoManaged by Legacy Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$1.9B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.7B |
| Q1 2026 | $1.7B |
| Q2 2026 | $1.9B |
| Q3 2026 | $1.9B |
Top holdings
34 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $438.2M | 572.2K | 23.08% | Added(+1.3%) | |
| 2 | $290.3M | 697.5K | 15.29% | Trimmed(-0.7%) | |
| 3 | ? N/A SCHWAB STRATEGIC TR | $209.9M | 5.72M | 11.06% | Trimmed(-2.1%) |
| 4 | $197.4M | 4.56M | 10.40% | Trimmed(-17.0%) | |
| 5 | $175.5M | 3.92M | 9.24% | Trimmed(-3.4%) | |
| 6 | $147.3M | 4.33M | 7.76% | Added(+1.0%) | |
| 7 | $92.6M | 1.29M | 4.88% | Trimmed(-1.2%) | |
| 8 | $69.4M | 730.1K | 3.65% | Added(+0.2%) | |
| 9 | $65M | 2.17M | 3.42% | Added(+0.3%) | |
| 10 | $55.7M | 409.8K | 2.94% | Added(+0.1%) | |
| 11 | $50.4M | 533.3K | 2.66% | Added(+1311.5%) | |
| 12 | $23.6M | 722.5K | 1.24% | Trimmed(-1.4%) | |
| 13 | ? N/A HARTFORD FDS EXCHANGE TRADED | $18.9M | 512.8K | 1.00% | Trimmed(-16.9%) |
| 14 | $14.5M | 52.2K | 0.76% | Trimmed(-1.0%) | |
| 15 | ? N/A J P MORGAN EXCHANGE TRADED F | $13.5M | 263.1K | 0.71% | — |
| 16 | $11.3M | 30.3K | 0.60% | Added(+4.2%) | |
| 17 | $7.2M | 9.4K | 0.38% | Trimmed(-3.3%) | |
| 18 | $6.7M | 141.1K | 0.35% | — | |
| 19 | $2.3M | 103.7K | 0.12% | Added(+123.7%) | |
| 20 | $1.8M | 35.4K | 0.09% | Added(+0.9%) |