Legacy Wealth Management

Legacy Wealth Management as of June 30, 2025

Portfolio Holdings for Legacy Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.5 $329M 530k 620.90
Ishares Tr Rus 1000 Etf (IWB) 15.4 $248M 729k 339.57
Schwab Strategic Tr 1000 Index Etf (SCHK) 12.3 $198M 6.7M 29.82
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.7 $156M 3.3M 47.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.8 $142M 3.1M 45.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.3 $117M 4.2M 28.05
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $86M 1.4M 62.02
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.7 $75M 1.5M 50.68
Ishares Tr Core Msci Total (IXUS) 3.7 $60M 773k 77.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $57M 2.3M 24.44
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $54M 496k 109.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $29M 1.1M 25.30
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.2 $19M 501k 38.28
Ishares Tr Russell 2000 Etf (IWM) 0.8 $12M 56k 215.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $8.6M 28k 303.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $6.2M 10k 617.83
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.9M 40k 99.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $901k 38k 23.83
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $861k 34k 25.18
Apple (AAPL) 0.0 $792k 3.9k 205.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $694k 30k 23.24
Vanguard Index Fds Growth Etf (VUG) 0.0 $674k 1.5k 438.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $541k 1.3k 424.58
At&t (T) 0.0 $530k 18k 28.94
Microsoft Corporation (MSFT) 0.0 $420k 845.00 497.41
Southern Company (SO) 0.0 $381k 4.1k 91.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $297k 1.5k 194.23
NVIDIA Corporation (NVDA) 0.0 $296k 1.9k 157.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $285k 516.00 552.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $213k 6.0k 35.84
Philip Morris International (PM) 0.0 $208k 1.1k 182.13