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 67.58% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: JCPB (+$8.7M), FBND (+$7.7M), IVV, JPST, SCHM, HMOP, VOO, GOOGL, IWD, IWF.
  • Started 2 new stock positions in VOO, GOOGL.
  • Reduced shares in these 10 stocks: SCHK (-$8.0M), IWB, SCHX, IJH, SCHA, IXUS, IWM, IJR, SCHZ, SCHB.
  • Legacy Wealth Management was a net buyer of stock by $13M.
  • Legacy Wealth Management has $1.7B in assets under management (AUM), dropping by 2.17%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.5 $373M 544k 684.94
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Ishares Tr Rus 1000 Etf (IWB) 15.3 $265M 711k 373.44
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Schwab Strategic Tr 1000 Index Etf (SCHK) 11.6 $201M -3% 6.1M 32.80
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.2 $177M +5% 3.7M 47.35
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.1 $157M +5% 3.4M 46.04
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.5 $130M +2% 4.3M 30.07
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Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $89M 1.3M 66.00
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.8 $83M +5% 1.6M 50.59
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Ishares Tr Core Msci Total (IXUS) 3.7 $64M 753k 84.64
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $59M -3% 2.2M 26.91
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $50M 419k 120.18
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $24M -4% 846k 28.48
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.3 $23M +8% 596k 39.11
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Ishares Tr Russell 2000 Etf (IWM) 0.8 $13M -2% 54k 246.16
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $9.5M 28k 335.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.6M 9.7k 681.91
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.9M 39k 99.88
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $997k 38k 26.23
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $903k 35k 25.76
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Vanguard Index Fds Growth Etf (VUG) 0.0 $750k 1.5k 487.86
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $703k -4% 30k 23.37
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $689k +14% 1.5k 473.30
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At&t (T) 0.0 $463k +3% 19k 24.84
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $417k +31% 2.0k 210.34
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NVIDIA Corporation (NVDA) 0.0 $388k +9% 2.1k 186.50
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Apple (AAPL) 0.0 $337k +26% 1.2k 271.89
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $315k 513.00 613.71
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $280k NEW 447.00 626.95
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Microsoft Corporation (MSFT) 0.0 $259k 535.00 483.62
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $254k NEW 811.00 313.00
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $248k +5% 6.3k 39.59
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Past Filings by Legacy Wealth Management

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

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