Legacy Wealth Management

Latest statistics and disclosures from Legacy Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, IWB, SCHK, JCPB, FBND, and represent 67.54% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: JCPB (+$11M), FBND (+$7.0M), IVV (+$5.0M), JPST, HMOP, SCHM, SCHZ, SCMB, SCHB, NVDA.
  • Reduced shares in these 10 stocks: SCHK (-$9.3M), IJR (-$9.0M), SCHA (-$6.7M), IWB, SCHX, IJH, IXUS, AAPL, SO, IWM.
  • Sold out of its positions in PM, SO.
  • Legacy Wealth Management was a net seller of stock by $-3.3M.
  • Legacy Wealth Management has $1.7B in assets under management (AUM), dropping by 5.64%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.2 $360M 538k 669.30
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Ishares Tr Rus 1000 Etf (IWB) 15.5 $264M 723k 365.48
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Schwab Strategic Tr 1000 Index Etf (SCHK) 12.0 $204M -4% 6.4M 32.12
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.9 $169M +6% 3.5M 47.55
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.8 $150M +4% 3.2M 46.24
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.3 $125M 4.2M 29.64
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Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $90M 1.4M 65.26
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.6 $79M +4% 1.5M 50.73
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Ishares Tr Core Msci Total (IXUS) 3.7 $63M 764k 82.58
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.5 $60M -2% 2.3M 26.34
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $50M -15% 420k 118.83
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $25M -21% 891k 27.90
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $21M +9% 548k 38.97
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $13M 55k 241.96
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.3M 28k 328.17
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.5M -2% 9.7k 666.16
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.9M 39k 100.25
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $989k 39k 25.71
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $898k +2% 35k 25.61
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $741k +5% 32k 23.47
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Vanguard Index Fds Growth Etf (VUG) 0.0 $738k 1.5k 479.61
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $597k 1.3k 468.41
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At&t (T) 0.0 $509k 18k 28.24
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NVIDIA Corporation (NVDA) 0.0 $354k 1.9k 186.58
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $308k 512.00 600.90
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $306k 1.5k 203.59
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Microsoft Corporation (MSFT) 0.0 $272k -37% 525.00 517.95
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Apple (AAPL) 0.0 $248k -74% 975.00 254.63
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $230k 6.0k 38.57
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Past Filings by Legacy Wealth Management

SEC 13F filings are viewable for Legacy Wealth Management going back to 2010

View all past filings