Legacy Wealth Management, Inc Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$1.7T

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (31 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	544,435	$372.9B	21.49%
2	IWBISHARES TR	710,475	$265.3B	15.29%
3	SCHKSCHWAB STRATEGIC TR	6,117,568	$200.7B	11.56%
4	JCPBJ P MORGAN EXCHANGE TRADED F	3,729,750	$176.6B	10.18%
5	FBNDFIDELITY MERRIMACK STR TR	3,416,406	$157.3B	9.06%
6	SCHMSCHWAB STRATEGIC TR	4,319,152	$129.9B	7.48%
7	IJHISHARES TR	1,349,996	$89.1B	5.13%
8	JPSTJ P MORGAN EXCHANGE TRADED F	1,631,362	$82.5B	4.76%
9	IXUSISHARES TR	753,401	$63.8B	3.67%
10	SCHXSCHWAB STRATEGIC TR	2,206,176	$59.4B	3.42%
11	IJRISHARES TR	418,852	$50.3B	2.90%
12	SCHASCHWAB STRATEGIC TR	846,199	$24.1B	1.39%
13	HEMIHARTFORD FDS EXCHANGE TRADED	596,389	$23.3B	1.34%
14	IWMISHARES TR	53,689	$13.2B	0.76%
15	VTIVANGUARD INDEX FDS	28,195	$9.5B	0.54%
16	SPYSPDR S&P 500 ETF TR	9,711	$6.6B	0.38%
17	AGGISHARES TR	38,943	$3.9B	0.22%
18	SCHBSCHWAB STRATEGIC TR	38,021	$997.0M	0.06%
19	SCMBSCHWAB STRATEGIC TR	35,068	$903.0M	0.05%
20	VUGVANGUARD INDEX FDS	1,538	$750.0M	0.04%
21	SCHZSCHWAB STRATEGIC TR	30,075	$702.0M	0.04%
22	IWFISHARES TR	1,456	$689.0M	0.04%
23	TAT&T INC	18,622	$462.0M	0.03%
24	IWDISHARES TR	1,984	$417.0M	0.02%
25	NVDANVIDIA CORPORATION	2,081	$388.0M	0.02%
26	AAPLAPPLE INC	1,238	$336.0M	0.02%
27	NDQINVESCO QQQ TR	513	$314.0M	0.02%
28	VOOVANGUARD INDEX FDS	447	$280.0M	0.02%
29	MSFTMICROSOFT CORP	535	$258.0M	0.01%
30	GOOGLALPHABET INC	811	$253.0M	0.01%
31	DFACDIMENSIONAL ETF TRUST	6,256	$247.0M	0.01%