Arkolith/Funds/Legacy Wealth Management, LLC

Legacy Wealth Management, LLC

CIK 1488921Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Legacy Wealth Management, LLC holds a concentrated book of 30 stocks worth $1.9B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Intl Stock and trimmed Ishares Russell 1000 ETF. Their largest long position is Ishares Core S&P 500 ETF at 22% of the equity book.

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Use Arkolith to show Legacy Wealth Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
11
existing
Trimmed
15
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
71%
Top 10 holdings
95%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

30 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$422.9M564.7K
22.1%
▲+1.3%
Added · +7K sh
2Ishares TR
RUS 1000 ETF
$287.7M702.6K
15.1%
▼−0.8%
Reduced · −6K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$250.0M5.50M
13.1%
▲+57%
Added · +2.0M sh
4Schwab Strategic TR
1000 INDEX ETF
$210.9M5.85M
11.0%
▼−2.5%
Reduced · −152K sh
5J P Morgan Exchange Traded F
CORE PLUS BD ETF
$190.5M4.06M
10.0%
▲+4.9%
Added · +190K sh
6Schwab Strategic TR
US MID-CAP ETF
$158.0M4.29M
8.3%
▼−0.8%
Reduced · −34K sh
7Ishares TR
CORE S&P MCP ETF
$100.4M1.30M
5.3%
▼−1.7%
Reduced · −22K sh
8Ishares TR
CORE MSCI TOTAL
$69.5M728.7K
3.6%
▼−1.5%
Reduced · −11K sh
9Schwab Strategic TR
US LRG CAP ETF
$63.5M2.16M
3.3%
▼−5.5%
Reduced · −125K sh
10Ishares TR
CORE S&P SCP ETF
$60.7M409.3K
3.2%
▼−1.2%
Reduced · −5K sh
11Schwab Strategic TR
US SML CAP ETF
$26.5M732.8K
1.4%
▼−10%
Reduced · −82K sh
12Hartford FDS Exchange Traded
MUN OPORTUNITE
$24.2M617.5K
1.3%
▲+2.3%
Added · +14K sh
13Ishares TR
RUSSELL 2000 ETF
$15.8M52.7K
0.8%
▼−1.3%
Reduced · −675 sh
14Vanguard Index FDS
TOTAL STK MKT
$10.8M29.1K
0.6%
—Held
15State STR SPDR S&P 500 ETF T
TR UNIT
$7.3M9.7K
0.4%
▲+0.3%
Added · +28 sh
16Ishares TR
CORE US AGGBD ET
$3.7M37.8K
0.2%
▼−7.3%
Reduced · −3K sh
17J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.8M35.1K
0.1%
▼−98%
Reduced · −1.6M sh
18Schwab Strategic TR
US BRD MKT ETF
$1.2M41.3K
0.1%
▲+1.1%
Added · +456 sh
19Schwab Strategic TR
US AGGREGATE B
$1.1M46.3K
0.1%
▲+14%
Added · +6K sh
20Schwab Strategic TR
MUN BD ETF
$943K36.5K
0.0%
▲~0%
Added · +10 sh
21Vanguard Index FDS
GROWTH ETF
$792K9.2K
0.0%
▲+488%
Added · +8K sh
22Ishares TR
RUS 1000 GRW ETF
$633K5.1K
0.0%
▲+250%
Added · +4K sh
23Invesco QQQ TR
UNIT SER 1
$377K513
0.0%
▼−3.8%
Reduced · −20 sh
24Ishares TR
RUS 1000 VAL ETF
$365K1.5K
0.0%
▼−24%
Reduced · −480 sh
25Vanguard Index FDS
S&P 500 ETF SHS
$339K493
0.0%
—Held
26Nvidia Corporation
COM
$291K1.5K
0.0%
▼−4.5%
Reduced · −68 sh
27Dimensional ETF Trust
US COR EQU 2 ETF
$278K6.3K
0.0%
—Held
28AT&T Inc
COM
$273K13.2K
0.0%
▲+17%
Added · +2K sh
29Apple Inc
COM
$265K917
0.0%
▼−8.9%
Reduced · −90 sh
30Vanguard Star FDS
VG TL INTL STK F
$238K2.8K
0.0%
▲New
New position
Showing all 30 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202630$1.9B13F-HR
Q1 2026Mar 31, 2026Apr 23, 202630$1.7B13F-HR
Q4 2025Dec 31, 2025Jan 21, 202631$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 10, 202529$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 17, 202531$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 25, 202540$1.5B13F-HR
Q4 2024Dec 31, 2024Jan 21, 202542$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 25, 202444$1.5B13F-HR
Q2 2024Jun 30, 2024Jul 12, 202423$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 12, 202425$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 23, 202422$1.3B13F-HR
Q3 2023Sep 30, 2023Oct 25, 202319$1.1B13F-HR
Q2 2023Jun 30, 2023Jul 18, 202319$1.2B13F-HR
Q1 2023Mar 31, 2023Apr 11, 202319$1.1B13F-HR
Q4 2022Dec 31, 2022Jan 18, 202319$1.0B13F-HR
Q3 2022Sep 30, 2022Oct 12, 202219$962.9M13F-HR
Q2 2022Jun 30, 2022Jul 22, 202219$817.8M13F-HR
Q1 2022Mar 31, 2022Apr 27, 202216$838.0M13F-HR
Q4 2021Dec 31, 2021Jan 19, 202219$872.1M13F-HR
Q3 2021Sep 30, 2021Oct 15, 202117$796.9M13F-HR
Q2 2021Jun 30, 2021Jul 14, 202116$797.4M13F-HR
Q1 2021Mar 31, 2021Apr 20, 202115$749.0M13F-HR
Q4 2020Dec 31, 2020Jan 29, 202113$753.3M13F-HR
Q3 2020Sep 30, 2020Oct 14, 202013$654.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.