Legacy Wealth Management, Inc
CIK: 0001488921Latest portfolio: $1.7B · Q4 2025
Holdings
31
Total Value
$1.7B
New Positions
2
Closed Positions
0
Top Holdings
View All 31 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 544,435 | $372.9M | 21.49% | +7K | |
| 2 | IWBISHARES TR | 710,475 | $265.3M | 15.29% | -12,117 | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,117,568 | $200.7M | 11.56% | -244,067 | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,729,750 | $176.6M | 10.18% | +183K | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,416,406 | $157.3M | 9.06% | +167K | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,319,152 | $129.9M | 7.48% | +114K | |
| 7 | IJHISHARES TR | 1,349,996 | $89.1M | 5.13% | -25,901 | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,631,362 | $82.5M | 4.76% | +83K | |
| 9 | IXUSISHARES TR | 753,401 | $63.8M | 3.67% | -10,712 | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,206,176 | $59.4M | 3.42% | -76,081 | |
| 11 | IJRISHARES TR | 418,852 | $50.3M | 2.90% | -884 | |
| 12 | SCHASCHWAB STRATEGIC TR | 846,199 | $24.1M | 1.39% | -44,489 | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 596,389 | $23.3M | 1.34% | +49K | |
| 14 | IWMISHARES TR | 53,689 | $13.2M | 0.76% | -1,312 | |
| 15 | VTIVANGUARD INDEX FDS | 28,195 | $9.5M | 0.54% | -14 | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,711 | $6.6M | 0.38% | — | |
| 17 | AGGISHARES TR | 38,943 | $3.9M | 0.22% | -1 | |
| 18 | SCHBSCHWAB STRATEGIC TR | 38,021 | $997K | 0.06% | -440 | |
| 19 | SCMBSCHWAB STRATEGIC TR | 35,068 | $903K | 0.05% | — | |
| 20 | VUGVANGUARD INDEX FDS | 1,538 | $750K | 0.04% | — | |
| 21 | SCHZSCHWAB STRATEGIC TR | 30,075 | $702K | 0.04% | -1,503 | |
| 22 | IWFISHARES TR | 1,456 | $689K | 0.04% | +182 | |
| 23 | TAT&T INC | 18,622 | $462K | 0.03% | +605 | |
| 24 | IWDISHARES TR | 1,984 | $417K | 0.02% | +480 | |
| 25 | NVDANVIDIA CORPORATION | 2,081 | $388K | 0.02% | +186 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($3.7290526531920064e+97T)
Technology0.0% ($388.3B)
Unknown0.0% ($23.3B)
Communication Services0.0% ($462.3M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 21, 2026 | $1.7B | 31 |
| Q3 2025 | Oct 10, 2025 | $1.7T | 29 |
| Q2 2025 | Jul 17, 2025 | $1.6T | 31 |
| Q1 2025 | Apr 25, 2025 | $1.5T | 40 |
| Q4 2024 | Jan 21, 2025 | $1557.8T | 42 |
| Q3 2024 | Oct 25, 2024 | $1543.2T | 44 |
| Q2 2024 | Jul 12, 2024 | $1381.8T | 23 |
| Q1 2024 | Apr 12, 2024 | $1356.6T | 25 |
| Q4 2023 | Jan 23, 2024 | $1262.9T | 22 |
| Q3 2023 | Oct 25, 2023 | $1144.2T | 19 |
| Q2 2023 | Jul 18, 2023 | $1181.4T | 19 |
| Q1 2023 | Apr 11, 2023 | $1118.4T | 19 |
| Q4 2022 | Jan 18, 2023 | $1045.5T | 19 |
| Q3 2022 | Oct 12, 2022 | $962.9B | 19 |
| Q2 2022 | Jul 22, 2022 | $817.8B | 19 |
| Q1 2022 | Apr 27, 2022 | $838.0B | 16 |
| Q4 2021 | Jan 19, 2022 | $872.1B | 19 |
| Q3 2021 | Oct 15, 2021 | $796.9B | 17 |
| Q2 2021 | Jul 14, 2021 | $797.4B | 16 |
| Q1 2021 | Apr 20, 2021 | $749.0B | 15 |
| Q4 2020 | Jan 29, 2021 | $753.3B | 13 |
| Q3 2020 | Oct 14, 2020 | $654.4B | 13 |
| Q2 2020 | Jul 28, 2020 | $612.3B | 13 |
| Q1 2020 | Apr 9, 2020 | $550.6B | 11 |
| Q4 2019 | Jan 30, 2020 | $659.2B | 13 |
| Q3 2019 | Oct 9, 2019 | $610.9B | 12 |
| Q2 2019 | Jul 17, 2019 | $554.7B | 12 |
| Q1 2019 | Apr 22, 2019 | $513.6B | 11 |
| Q4 2018 | Feb 6, 2019 | $454.6B | 18 |
| Q3 2018 | Oct 10, 2018 | $498.9B | 12 |
| Q2 2018 | Jul 16, 2018 | $425.7B | 13 |
| Q1 2018 | Apr 20, 2018 | $407.8B | 13 |
| Q4 2017 | Jan 18, 2018 | $415.6B | 11 |
| Q3 2017 | Oct 12, 2017 | $392.9B | 10 |
| Q2 2017 | Jul 25, 2017 | $413.7B | 10 |
| Q1 2017 | Apr 19, 2017 | $398.3B | 10 |
| Q4 2016 | Feb 6, 2017 | $380.9T | 79 |
| Q3 2016 | Oct 18, 2016 | $366.8B | 12 |
| Q2 2016 | Aug 4, 2016 | $338.4B | 9 |
| Q1 2016 | May 5, 2016 | $332.5B | 7 |
Fund Information
Legacy Wealth Management, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.7B across 31 holdings. The largest position is ISHARES TR (IVV), representing 21.5% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.