Legacy Wealth Management, LLC - Portfolio overview

Legacy Wealth Management, LLC has 30 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 21.24%
2. IWB - ISHARES TR, 14.73%
3. SCHK - SCHWAB STRATEGIC TR, 10.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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