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, FBND, JCPB, and represent 67.32% of Legacy Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IVV (+$255M), IJH (+$71M), JCPB (+$8.2M), FBND, JPST, IJR, T, SPY, AAPL, HMOP.
  • Started 3 new stock positions in WBD, AAPL, T.
  • Reduced shares in these 10 stocks: SCHK (-$250M), SCHM, SCHX, IWB, SCHA, IWM, SCHB, IWF, SCHZ, IXUS.
  • Legacy Wealth Management was a net buyer of stock by $86M.
  • Legacy Wealth Management has $1.4B in assets under management (AUM), dropping by 7.42%.
  • Central Index Key (CIK): 0001488921

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Portfolio Holdings for Legacy Wealth Management

Legacy Wealth Management holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.9 $256M +35155% 487k 525.73
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Ishares Tr Rus 1000 Etf (IWB) 16.7 $227M 789k 288.03
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Schwab Strategic Tr 1000 Index Etf (SCHK) 13.8 $187M -57% 3.7M 50.67
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.4 $127M +3% 2.8M 45.31
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.6 $116M +7% 2.5M 46.65
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.1 $110M -3% 1.3M 81.43
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Ishares Tr Core S&p Mcp Etf (IJH) 6.6 $90M +374% 1.5M 60.74
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 4.9 $66M +4% 1.3M 50.45
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $50M -5% 809k 62.06
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Ishares Tr Core S&p Scp Etf (IJR) 3.7 $50M +3% 452k 110.52
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.0 $28M 561k 49.24
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.2 $16M 423k 38.84
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Ishares Tr Russell 2000 Etf (IWM) 0.9 $13M 59k 210.30
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.0M 27k 259.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $5.3M +18% 10k 523.09
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.7M 38k 97.94
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At&t (T) 0.1 $1.6M NEW 92k 17.60
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $879k -9% 14k 61.05
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $542k -8% 12k 46.00
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $432k -11% 1.3k 337.05
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Apple (AAPL) 0.0 $323k NEW 1.9k 171.47
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $269k 1.5k 179.11
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $238k 536.00 444.24
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Ishares Tr Core Msci Total (IXUS) 0.0 $210k -6% 3.1k 67.86
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Warner Bros Discovery Com Ser A (WBD) 0.0 $198k NEW 23k 8.73
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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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