Legacy Wealth Management, Inc Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$1.7T
Holdings
29
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 537,532 | $359.8B | 21.18% | |
| 2 | IWBISHARES TR | 722,592 | $264.1B | 15.55% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,361,635 | $204.3B | 12.03% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,546,974 | $168.7B | 9.93% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,249,607 | $150.3B | 8.85% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,204,735 | $124.6B | 7.34% | |
| 7 | IJHISHARES TR | 1,375,897 | $89.8B | 5.29% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,548,237 | $78.5B | 4.62% | |
| 9 | IXUSISHARES TR | 764,113 | $63.1B | 3.72% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,282,257 | $60.1B | 3.54% | |
| 11 | IJRISHARES TR | 419,736 | $49.9B | 2.94% | |
| 12 | SCHASCHWAB STRATEGIC TR | 890,688 | $24.9B | 1.46% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 547,484 | $21.3B | 1.26% | |
| 14 | IWMISHARES TR | 55,001 | $13.3B | 0.78% | |
| 15 | VTIVANGUARD INDEX FDS | 28,209 | $9.3B | 0.55% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,711 | $6.5B | 0.38% | |
| 17 | AGGISHARES TR | 38,944 | $3.9B | 0.23% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 38,461 | $988.8M | 0.06% | |
| 19 | SCMBSCHWAB STRATEGIC TR | 35,068 | $898.1M | 0.05% | |
| 20 | SCHZSCHWAB STRATEGIC TR | 31,578 | $741.1M | 0.04% | |
| 21 | VUGVANGUARD INDEX FDS | 1,538 | $737.6M | 0.04% | |
| 22 | IWFISHARES TR | 1,274 | $596.8M | 0.04% | |
| 23 | TAT&T INC | 18,017 | $508.8M | 0.03% | |
| 24 | NVDANVIDIA CORPORATION | 1,895 | $353.6M | 0.02% | |
| 25 | NDQINVESCO QQQ TR | 512 | $307.7M | 0.02% | |
| 26 | IWDISHARES TR | 1,504 | $306.2M | 0.02% | |
| 27 | MSFTMICROSOFT CORP | 525 | $271.9M | 0.02% | |
| 28 | AAPLAPPLE INC | 975 | $248.3M | 0.01% | |
| 29 | DFACDIMENSIONAL ETF TRUST | 5,951 | $229.5M | 0.01% |