Legacy Wealth Management, Inc

Q4 2025 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    31

  • Value ($000)

    $1,735,365

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0001488921
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$372.91M
22 %

544,435

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$265.32M
15 %

710,475

S
SCHK

SCHWAB STRATEGIC TR

1000 INDEX ETF
808524722
$200.66M
12 %

6,117,568

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$176.6M
10 %

3,729,750

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$157.29M
9 %

3,416,406

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$129.88M
8 %

4,319,152

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$89.1M
5 %

1,349,996

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$82.53M
5 %

1,631,362

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$63.77M
4 %

753,401

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$59.37M
3 %

2,206,176

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