Legacy Wealth Management, Inc Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$1.6T
Holdings
31
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 530,045 | $329.1B | 20.47% | |
| 2 | IWBISHARES TR | 728,850 | $247.5B | 15.39% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,650,328 | $198.3B | 12.33% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,314,934 | $156.0B | 9.70% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,097,702 | $141.7B | 8.81% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,181,932 | $117.3B | 7.30% | |
| 7 | IJHISHARES TR | 1,388,812 | $86.1B | 5.36% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,478,317 | $74.9B | 4.66% | |
| 9 | IXUSISHARES TR | 773,338 | $59.8B | 3.72% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,343,626 | $57.3B | 3.56% | |
| 11 | IJRISHARES TR | 495,688 | $54.2B | 3.37% | |
| 12 | SCHASCHWAB STRATEGIC TR | 1,129,803 | $28.6B | 1.78% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 501,436 | $19.2B | 1.19% | |
| 14 | IWMISHARES TR | 56,019 | $12.1B | 0.75% | |
| 15 | VTIVANGUARD INDEX FDS | 28,208 | $8.6B | 0.53% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,991 | $6.2B | 0.38% | |
| 17 | AGGISHARES TR | 39,614 | $3.9B | 0.24% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 37,787 | $900.5M | 0.06% | |
| 19 | SCMBSCHWAB STRATEGIC TR | 34,193 | $861.0M | 0.05% | |
| 20 | AAPLAPPLE INC | 3,862 | $792.4M | 0.05% | |
| 21 | SCHZSCHWAB STRATEGIC TR | 29,846 | $693.6M | 0.04% | |
| 22 | VUGVANGUARD INDEX FDS | 1,538 | $674.3M | 0.04% | |
| 23 | IWFISHARES TR | 1,274 | $540.9M | 0.03% | |
| 24 | TAT&T INC | 18,325 | $530.3M | 0.03% | |
| 25 | MSFTMICROSOFT CORP | 845 | $420.3M | 0.03% | |
| 26 | SOSOUTHERN CO | 4,143 | $380.5M | 0.02% | |
| 27 | IWDISHARES TR | 1,527 | $296.6M | 0.02% | |
| 28 | NVDANVIDIA CORPORATION | 1,874 | $296.1M | 0.02% | |
| 29 | NDQINVESCO QQQ TR | 516 | $284.9M | 0.02% | |
| 30 | DFACDIMENSIONAL ETF TRUST | 5,951 | $213.3M | 0.01% | |
| 31 | 4I1PHILIP MORRIS INTL INC | 1,141 | $207.8M | 0.01% |