Legacy Wealth Management, LLC
Net seller this quarter
$1.91B
6
-$5.69M
11.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SCHK | $211M | 11.03% | 5.22% | -2.5% | Q4 2017 |
 SPY | $7.28M | 0.38% | Not reported | +0.3% | Q2 2013 |
 QQQ | $377K | 0.02% | Not reported | -3.8% | Q4 2023 |
 NVDA | $291K | 0.02% | 0.00% | -4.5% | Q3 2024 |
 T | $273K | 0.01% | 0.00% | +17.1% | Q1 2024 |
 AAPL | $265K | 0.01% | 0.00% | -8.9% | Q4 2016 |
| Q1 2026 | |||||
| SCHK | $188M | 10.96% | 5.36% | -1.9% | Q4 2017 |
| SPY | $6.32M | 0.37% | Not reported | 0.0% | Q2 2013 |
| T | $327K | 0.02% | 0.00% | -39.5% | Q1 2024 |
| QQQ | $308K | 0.02% | Not reported | +3.9% | Q4 2023 |
| NVDA | $265K | 0.02% | 0.00% | -26.9% | Q3 2024 |
| AAPL | $256K | 0.01% | 0.00% | -18.7% | Q4 2016 |
 MSFT | $209K | 0.01% | 0.00% | +5.6% | Q3 2024 |
| Q4 2025 | |||||
| SCHK | $201M | 11.56% | 5.46% | -3.8% | Q4 2017 |
| SPY | $6.62M | 0.38% | Not reported | Not reported | Q2 2013 |
| T | $463K | 0.03% | 0.00% | +3.4% | Q1 2024 |
| NVDA | $388K | 0.02% | 0.00% | +9.8% | Q3 2024 |
| AAPL | $337K | 0.02% | 0.00% | +27.0% | Q4 2016 |
| QQQ | $315K | 0.02% | Not reported | +0.2% | Q4 2023 |
| MSFT | $259K | 0.01% | 0.00% | +1.9% | Q3 2024 |
 GOOGL | $254K | 0.01% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SCHK | $204M | 12.03% | 5.68% | -4.3% | Q4 2017 |
| SPY | $6.47M | 0.38% | Not reported | -2.8% | Q2 2013 |
| T | $509K | 0.03% | 0.00% | -1.7% | Q1 2024 |
| NVDA | $354K | 0.02% | 0.00% | +1.1% | Q3 2024 |
| QQQ | $308K | 0.02% | Not reported | -0.8% | Q4 2023 |
| MSFT | $272K | 0.02% | 0.00% | -37.9% | Q3 2024 |
| AAPL | $248K | 0.01% | 0.00% | -74.8% | Q4 2016 |