Legacy Wealth Management, Inc
CIK: 0001488921SEC EDGAR →
Portfolio Value
$1.7B
Holdings
31
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 544,435 | $372.9M | 21.49% |
| 2 | ISHARES TR | 710,475 | $265.3M | 15.29% |
| 3 | SCHWAB STRATEGIC TR | 6,117,568 | $200.7M | 11.56% |
| 4 | J P MORGAN EXCHANGE TRADED F | 3,729,750 | $176.6M | 10.18% |
| 5 | FIDELITY MERRIMACK STR TR | 3,416,406 | $157.3M | 9.06% |
| 6 | SCHWAB STRATEGIC TR | 4,319,152 | $129.9M | 7.48% |
| 7 | ISHARES TR | 1,349,996 | $89.1M | 5.13% |
| 8 | J P MORGAN EXCHANGE TRADED F | 1,631,362 | $82.5M | 4.76% |
| 9 | ISHARES TR | 753,401 | $63.8M | 3.67% |
| 10 | SCHWAB STRATEGIC TR | 2,206,176 | $59.4M | 3.42% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $1.7B | 98.5% |
| Unknown | 2 | $23.6M | 1.4% |
| Technology | 3 | $982K | 0.1% |
| Communication Services | 2 | $715K | 0.0% |