Titelia

Holdings of Legacy Wealth Management, LLC

27 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 97.1 % of the equity sleeve

Sector breakdown

  • Funds 61.0 %
  • Technology 0.1 %
  • Unattributed 38.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US271.4B $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 557,593364.2M $
2iShares Trust 708,202252.5M $
3Jpmorgan Core Plus Bond Etf 3,867,634182.1M $
4Fidelity Total Bond ETF 3,499,700159.7M $
5iShares Core S&P Mid-Cap ETF 1,324,25389.4M $
6JPMorgan Ultra-Short Income ETF 1,666,33384.3M $
7iShares Core MSCI Total International Stock ETF 739,81464.1M $
8Schwab U.S. Large-Cap ETF 2,283,44958.5M $
9iShares Core S&P Small-Cap ETF 414,43451.5M $
10Schwab U.S. Small-Cap ETF 814,44823.7M $
11iShares Russell 2000 ETF 53,38013.2M $
12Vanguard Total Stock Market ETF 29,0779.3M $
13State Street SPDR S&P 500 ETF Trust 9,7146.3M $
14iShares Core U.S. Aggregate Bond ETF 40,7584M $
15Schwab US Broad Market ETF 40,8031M $
16Schwab U.S. Aggregate Bond ETF 40,768946.6K $
17Schwab Municipal Bond ETF 36,497929.9K $
18Vanguard Growth ETF 1,563682.7K $
19iShares Russell 1000 Growth ETF 1,456620.8K $
20iShares Trust 1,984423.9K $
21AT&T Inc 11,265326.6K $
22Invesco QQQ Trust Series 1 533307.6K $
23Vanguard S&P 500 ETF 493294.5K $
24NVIDIA Corp 1,522265.4K $
25Apple Inc 1,007255.6K $
26Dimensional ETF Trust 6,256243.1K $
27Microsoft Corp 565209.1K $