Legacy Wealth Management, Inc 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001488921 · MEMPHIS, TN

As of Sep 30, 2025, Legacy Wealth Management, Inc reported 29 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	537,532	$359.8M	21.18%
ISHARES RUSSELL 1000 ETF	IWB	—	722,592	$264.1M	15.55%
SCHWAB 1000 INDEX ETF	SCHK	—	6,361,635	$204.3M	12.03%
JPMORGAN CORE PLUS BOND ETF	JCPB	—	3,546,974	68.7M	9.93%
FIDELITY TOTAL BOND ETF	FBND	—	3,249,607	50.3M	8.85%
SCHWAB US MID-CAP ETF	SCHM	Equity	4,204,735	24.6M	7.34%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,375,897	$89.8M	5.29%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	1,548,237	$78.5M	4.62%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	IXUS	—	764,113	$63.1M	3.72%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	2,282,257	$60.1M	3.54%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	419,736	$49.9M	2.94%
SCHWAB US SMALL-CAP ETF	SCHA	—	890,688	$24.9M	1.46%
HARTFORD FDS EXCHANGE TRADED	HMOP	—	547,484	$21.3M	1.26%
ISHARES RUSSELL 2000 ETF	IWM	—	55,001	3.3M	0.78%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	28,209	$9.3M	0.55%
SPDR S&P 500 ETF TRUST	SPY	—	9,711	$6.5M	0.38%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	38,944	$3.9M	0.23%
SCHWAB US BROAD MARKET ETF	SCHB	—	38,461	$988.8K	0.06%
SCHWAB MUNICIPAL BOND ETF	SCMB	—	35,068	$898.1K	0.05%
SCHWAB US AGGREGATE BOND ETF	SCHZ	Equity	31,578	$741.1K	0.04%
VANGUARD GROWTH INDEX FUND	VUG	—	1,538	$737.6K	0.04%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	1,274	$596.8K	0.04%
AT&T INC	T	Communication Services	18,017	$508.8K	0.03%
NVIDIA CORP	NVDA	Technology	1,895	$353.6K	0.02%
INVESCO QQQ TRUST SERIES 1	QQQ	—	512	$307.7K	0.02%