Legacy Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Legacy Wealth Management, Inc held in its portfolio 31 assets valued at $1,735,365,288 (i.e. $1.74B).
The most valuable assets in the portfolio included: ISHARES TR ($372.91M), ISHARES TR ($265.32M), and SCHWAB STRATEGIC TR ($200.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 544435 | 372905203 | CORE S&P500 ETF |
| ISHARES TR | 710475 | 265319944 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 6117568 | 200656215 | 1000 INDEX ETF |
| J P MORGAN EXCHANGE TRADED F | 3729750 | 176603651 | CORE PLUS BD ETF |
| FIDELITY MERRIMACK STR TR | 3416406 | 157291344 | TOTAL BD ETF |
| SCHWAB STRATEGIC TR | 4319152 | 129876907 | US MID-CAP ETF |
| ISHARES TR | 1349996 | 89099740 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 1631362 | 82530614 | ULTRA SHRT ETF |
| ISHARES TR | 753401 | 63767833 | CORE MSCI TOTAL |
| SCHWAB STRATEGIC TR | 2206176 | 59368208 | US LRG CAP ETF |
| ISHARES TR | 418852 | 50337659 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 846199 | 24099736 | US SML CAP ETF |
| HARTFORD FDS EXCHANGE TRADED | 596389 | 23324774 | MUN OPORTUNITE |
| ISHARES TR | 53689 | 13216035 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 28195 | 9452938 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 9711 | 6621985 | TR UNIT |
| ISHARES TR | 38943 | 3889627 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 38021 | 997291 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 35068 | 903352 | MUN BD ETF |
| VANGUARD INDEX FDS | 1538 | 750329 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 30075 | 702853 | US AGGREGATE B |
| ISHARES TR | 1456 | 689125 | RUS 1000 GRW ETF |
| AT&T INC | 18622 | 462570 | COM |
| ISHARES TR | 1984 | 417315 | RUS 1000 VAL ETF |
| NVIDIA CORPORATION | 2081 | 388107 | COM |
| APPLE INC | 1238 | 336598 | COM |
| INVESCO QQQ TR | 513 | 314833 | UNIT SER 1 |
| VANGUARD INDEX FDS | 447 | 280247 | S&P 500 ETF SHS |
| MICROSOFT CORP | 535 | 258737 | COM |
| ALPHABET INC | 811 | 253843 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 6256 | 247675 | US CORE EQUITY 2 |
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