Legacy Wealth Management, Inc
Q4 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
31
- Value ($000)
$1,735,365
- Date Filed01/20/2026
- Form type13F-HR
- CIK0001488921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $372.91M | 22 % | 544,435 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $265.32M | 15 % | 710,475 | ||
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $200.66M | 12 % | 6,117,568 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $176.6M | 10 % | 3,729,750 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $157.29M | 9 % | 3,416,406 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $129.88M | 8 % | 4,319,152 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $89.1M | 5 % | 1,349,996 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $82.53M | 5 % | 1,631,362 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $63.77M | 4 % | 753,401 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $59.37M | 3 % | 2,206,176 |
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