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CIK: 0001488921
Total reported value
$1.9B
$1.9B
40 檔
52.2%
At the close of Q1 2025, Legacy Wealth Management, LLC disclosed equity holdings valued at approximately $1.9B, spread across 40 reported holdings.
In Q1 2025, Legacy Wealth Management, LLC displayed an active expansion posture, initiating 40 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.01% | +0.89% | -1.16% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 15.50% | +0.32% | -2.49% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 12.37% | +0.07% | -1.11% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.14% | -0.65% | +1.65% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.42% | +3.77% | +0.51% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.34% | +0.47% | +0.55% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.23% | +0.03% | -1.13% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.88% | -4.83% | +0.12% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.63% | -0.10% | -0.10% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.46% | +0.18% | +1.66% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.40% | -0.09% | +2.98% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.73% | +0.01% | +2.79% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.31% | -0.10% | +2.30% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.06% | -1.01% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.02% | -2.37% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.01% | +0.26% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.24% | -0.04% | +4.70% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.06% | — | +64.69% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.05% | — | +0.03% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.05% | — | -2.18% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | +4.32% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | — | +2.62% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.04% | — | -10.34% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | -0.01% | EXIT | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.04% | -0.01% | -9.74% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | +1.11% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.03% | — | -23.87% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.03% | — | -13.43% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | -13.87% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | — | -1.43% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.02% | — | -5.23% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.02% | — | -0.81% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | -30.77% | |
| 34 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.02% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | +1.53% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | -15.43% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | +0.79% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.02% | — | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.01% | — | -33.89% |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.9B across 40 disclosed positions in Q1 2025.
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 52.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $285.2M
During Q1 2025, Legacy Wealth Management, LLC's top holdings by market value included IVV (19.0%)、IWB (15.5%)、SCHK (12.4%). The largest single position, IVV, represented 19.0% of total portfolio value.
In Q1 2025, Legacy Wealth Management, LLC made 40 total portfolio adjustments, initiating 40 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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