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CIK: 0001488921
Total reported value
$1.9B
$1.9B
29 檔
60.0%
In Q3 2025, Legacy Wealth Management, LLC's U.S. equity holdings reached a combined market value of $1.9B, distributed across 29 disclosed stock positions.
In Q3 2025, Legacy Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.18% | +0.89% | +1.41% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 15.55% | +0.32% | -0.86% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 12.03% | +0.07% | -4.34% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.93% | -0.65% | +7.00% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 8.85% | +3.77% | +4.90% | |
| 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 | 5.29% | +0.03% | -0.93% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.62% | -4.83% | +4.73% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.72% | -0.10% | -1.19% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.54% | -0.09% | -2.62% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.94% | +0.18% | -15.32% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.46% | +0.01% | -21.16% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.26% | -0.10% | +9.18% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.06% | -1.82% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.02% | +0.00% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.01% | -2.80% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | -0.04% | -1.69% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | — | +1.78% | |
| 19 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.05% | — | +2.56% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.04% | — | +5.80% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.04% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | -0.01% | — | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.03% | -0.01% | -1.68% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | +1.12% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | -0.78% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | -1.51% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | -0.01% | EXIT | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.01% | — | -74.75% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 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 29 disclosed positions in Q3 2025.
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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 60.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VUG
市值: $737.6K
Top Position Liquidated / Trimmed
XLF
前期市值: $785.7K
During Q3 2025, Legacy Wealth Management, LLC's top holdings by market value included IVV (21.2%)、IWB (15.6%)、SCHK (12.0%). The largest single position, IVV, represented 21.2% of total portfolio value.
In Q3 2025, Legacy Wealth Management, LLC made 40 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 13 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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