Legacy Wealth Management

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

  • Top 5 stock holdings are SCHK, JPST, IWB, SCHM, IJH, and represent 79.22% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 9 stocks: SCHX (+$39M), JCPB (+$16M), HMOP (+$14M), IJH, IJR, SCHA, SCHZ, SPY, SCHB.
  • Started 1 new stock positions in HMOP.
  • Reduced shares in these 10 stocks: SCHK (-$25M), SCHM (-$5.9M), JSCP (-$5.7M), JPST, IWB, SCHG, IWF, VTI, IVV, IWM.
  • Sold out of its positions in SCHG.
  • Legacy Wealth Management was a net buyer of stock by $30M.
  • Legacy Wealth Management has $1.0B in assets under management (AUM), dropping by 8.59%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 19 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr 1000 Index Etf (SCHK) 29.5 $309M -7% 8.4M 36.93
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 17.1 $179M -2% 3.6M 50.13
Ishares Tr Rus 1000 Etf (IWB) 16.6 $173M 823k 210.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.4 $88M -6% 1.3M 65.61
Ishares Tr Core S&p Mcp Etf (IJH) 7.6 $80M +3% 329k 241.89
J P Morgan Exchange Traded F Short Dura Core (JSCP) 4.5 $47M -10% 1.0M 45.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $42M +1574% 927k 45.15
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $36M +4% 381k 94.64
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.2 $33M +92% 719k 45.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $23M +2% 577k 40.51
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.4 $14M NEW 384k 37.56
Ishares Tr Russell 2000 Etf (IWM) 1.0 $11M 61k 174.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.1M 27k 191.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.9M +2% 10k 382.43

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $718k +3% 16k 44.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $442k +36% 9.7k 45.65
Ishares Tr Core S&p500 Etf (IVV) 0.0 $433k -11% 1.1k 384.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $336k -16% 1.6k 214.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $228k 1.5k 151.65

Past Filings by Legacy Wealth Management

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

View all past filings