Legacy Wealth Management, Inc Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$1.7B
Holdings
31
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 544,435 | $372.9M | 21.49% | |
| 2 | IWBISHARES TR | 710,475 | $265.3M | 15.29% | |
| 3 | SCHKSCHWAB STRATEGIC TR | 6,117,568 | $200.7M | 11.56% | |
| 4 | JCPBJ P MORGAN EXCHANGE TRADED F | 3,729,750 | $176.6M | 10.18% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 3,416,406 | $157.3M | 9.06% | |
| 6 | SCHMSCHWAB STRATEGIC TR | 4,319,152 | $129.9M | 7.48% | |
| 7 | IJHISHARES TR | 1,349,996 | $89.1M | 5.13% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,631,362 | $82.5M | 4.76% | |
| 9 | IXUSISHARES TR | 753,401 | $63.8M | 3.67% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 2,206,176 | $59.4M | 3.42% | |
| 11 | IJRISHARES TR | 418,852 | $50.3M | 2.90% | |
| 12 | SCHASCHWAB STRATEGIC TR | 846,199 | $24.1M | 1.39% | |
| 13 | HEMIHARTFORD FDS EXCHANGE TRADED | 596,389 | $23.3M | 1.34% | |
| 14 | IWMISHARES TR | 53,689 | $13.2M | 0.76% | |
| 15 | VTIVANGUARD INDEX FDS | 28,195 | $9.5M | 0.54% | |
| 16 | SPYSPDR S&P 500 ETF TR | 9,711 | $6.6M | 0.38% | |
| 17 | AGGISHARES TR | 38,943 | $3.9M | 0.22% | |
| 18 | SCHBSCHWAB STRATEGIC TR | 38,021 | $997K | 0.06% | |
| 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% | |
| 22 | IWFISHARES TR | 1,456 | $689K | 0.04% | |
| 23 | TAT&T INC | 18,622 | $462K | 0.03% | |
| 24 | IWDISHARES TR | 1,984 | $417K | 0.02% | |
| 25 | NVDANVIDIA CORPORATION | 2,081 | $388K | 0.02% | |
| 26 | AAPLAPPLE INC | 1,238 | $336K | 0.02% | |
| 27 | NDQINVESCO QQQ TR | 513 | $314K | 0.02% | |
| 28 | VOOVANGUARD INDEX FDS | 447 | $280K | 0.02% | |
| 29 | MSFTMICROSOFT CORP | 535 | $258K | 0.01% | |
| 30 | GOOGLALPHABET INC | 811 | $253K | 0.01% | |
| 31 | DFACDIMENSIONAL ETF TRUST | 6,256 | $247K | 0.01% |