Legacy Wealth Management, LLC ETF holdings
Ridgeland, MS
Reported $120.1M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$120.1M
ETFs held
25
Change from prior quarter
+26.2%
With price moves
ETFs as a share of its 13F
30.8%
of $389.6M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $65.3M | 87,441 | −260 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $26.6M | 302,964 | +124,427 shares |
| AVDE | Avantis International Equity ETF | $6.4M | 71,796 | +6,351 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $4.3M | 11,755 | −5 shares |
| AVDV | Avantis International Small Cap Value ETF | $3.9M | 37,372 | +5,946 shares |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $1.8M | 98,956 | −3,050 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.8M | 8,556 | +667 shares |
| VOO | Vanguard S&P 500 ETF | $1.1M | 1,641 | No change |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | $1.0M | 61,145 | +11,380 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $933K | 45,795 | −745 shares |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002047443. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Wealth Management, LLC own?
Legacy Wealth Management, LLC reported 25 ETF positions worth $120.1M in its Form 13F for June 30, 2026. The largest was SPY, at $65.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.