Legacy Wealth Management, Inc

Legacy Wealth Management's $1.71B Q1 2026 13F is a standard-issue passive core portfolio constructed almost entirely from iShares, Schwab, Vanguard, and JPMorgan ETFs. IVV, IWB, SCHK, JCPB, and FBND alone account for 67% of the book, with the remaining 25 positions filling out a typical core-satellite allocation across U.S. large, mid, small, and international equity sleeves. The only non-ETF entries are token residuals — AT&T, QQQ, Nvidia, Apple, and SPY at less than 0.1% combined. There are no single-stock convictions, no sector bets, and no meaningful Q/Q narratives because the changes are mechanical rebalancing within the ETF basket. The whaleScore of 74.75 measures the scale of the wealth platform, not active stock selection.