Legacy Wealth Management, LLC
Long book
$1.71B
Q1 2026
Positions
30
Top-10 weight
92%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsLegacy Wealth Management, LLC is a wealth-management firm allocating client money, specialised in technology (69% of the long book), running a $1.71B US long book across 30 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES RUSSELL 1000 ETF, SCHWAB 1000 INDEX ETF, JPMORGAN CORE PLUS BOND ETF, FIDELITY TOTAL BOND ETF.
Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+6.0%
Q3 2024
+0.7%
Q4 2024
-2.9%
Q1 2025
+7.7%
Q2 2025
+6.4%
Q3 2025
+2.1%
Q4 2025
-1.6%
Q1 2026
+11.2%
Sector allocation
Technology 69%
Communications 31%
Long book by quarter
What does Legacy Wealth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 30 | $1.71B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 31 | $1.74B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 29 | $1.70B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 31 | $1.61B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 40 | $1.50B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 42 | $1.56B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 44 | $1.54B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 23 | $1.38B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 12, 2024 | 25 | $1.36B | canonical | SEC ↗ |