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CIK: 0001488921
Total reported value
$1.9B
$1.9B
25 檔
47.8%
As reported in its official Q1 2024 Form 13F filing, Legacy Wealth Management, LLC's tracked investment portfolio stood at $1.9B with 25 total positions.
During Q1 2024, Legacy Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.87% | +0.89% | +35155.90% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.75% | +0.32% | -1.07% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 13.76% | +0.07% | -57.24% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.38% | +3.77% | +3.77% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.57% | -0.65% | +7.56% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.09% | +0.47% | -3.81% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.62% | +0.03% | +374.87% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.89% | -4.83% | +4.18% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.70% | -0.09% | -5.77% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.68% | +0.18% | +3.55% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.03% | +0.01% | -1.06% | |
| 12 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.21% | -0.10% | +1.90% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.06% | -1.21% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.02% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.01% | +18.59% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.04% | — | |
| 17 | T | At&t Inc | Stock-Comm Services | 0.12% | -0.01% | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | — | -9.48% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.04% | — | -8.88% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | -11.15% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.02% | — | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | -1.29% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | -0.10% | -6.34% | |
| 25 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.01% | — | — |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.9B across 25 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWB, SCHK) accounted for 47.8% of total reported equity market value during Q1 2024.
During Q1 2024, Legacy Wealth Management, LLC's top holdings by market value included IVV (18.9%)、IWB (16.8%)、SCHK (13.8%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q1 2024, Legacy Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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