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CIK: 0001488921
Total reported value
$1.9B
$1.9B
31 檔
61.4%
At the close of Q4 2025, Legacy Wealth Management, LLC disclosed equity holdings valued at approximately $1.9B, spread across 31 reported holdings.
In Q4 2025, Legacy Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 14 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 | 21.49% | +0.89% | +1.28% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 15.29% | +0.32% | -1.68% | |
| 3 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 11.56% | +0.07% | -3.84% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.18% | -0.65% | +5.15% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.06% | +3.77% | +5.13% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 7.48% | +0.47% | +2.72% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.13% | +0.03% | -1.88% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.76% | -4.83% | +5.37% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.67% | -0.10% | -1.40% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.42% | -0.09% | -3.33% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.90% | +0.18% | -0.21% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | +0.01% | -4.99% | |
| 13 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.34% | -0.10% | +8.93% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.76% | +0.06% | -2.39% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.02% | -0.05% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.01% | — | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.22% | -0.04% | -0.00% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.06% | — | -1.14% | |
| 19 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.05% | — | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.04% | — | — | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.04% | — | -4.76% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.04% | -0.01% | +14.29% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.03% | -0.01% | +3.36% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | +31.91% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | +9.82% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.02% | — | +26.97% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | +0.20% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.01% | -0.01% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | +5.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.28% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +5.15% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.2% | +5.13% | Add |
| 4 | SCHM | Schwab US Mid Cap ETF | +0.1% | +2.72% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.37% | Add |
| 6 | HMOP | Hartford Municipal Opp ETF | +0.1% | +8.93% | Add |
| 7 | AAPL | Apple Inc | 0% | +26.97% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 9 | IWD | Ishares Russell 1000 Value E | — | +31.91% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | — | +14.29% | Add |
| 11 | T | At&t Inc | — | +3.36% | Add |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | — | -4.76% | Trim |
| 13 | NVDA | Nvidia CORP | — | +9.82% | Add |
| 14 | DFAC | Dimensional US Core Equity 2 | — | +5.13% | Add |
| 15 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 16 | SCHB | Schwab US Broad Market ETF | — | -1.14% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | — | +0.20% | Add |
| 18 | SCMB | Schwab Municipal Bond ETF | — | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.05% | Trim |
| 20 | AGG | Ishares Core U.s. Aggregate | 0% | -0.00% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | +1.90% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | 0% | -2.39% | Trim |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | -0.21% | Trim |
| 24 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -1.40% | Trim |
| 25 | SCHA | Schwab US Small-cap ETF | -0.1% | -4.99% | Trim |
| 26 | SCHX | Schwab US Large-cap ETF | -0.1% | -3.33% | Trim |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -1.88% | Trim |
| 28 | IWB | Ishares Russell 1000 ETF | -0.3% | -1.68% | Trim |
| 29 | SCHK | Schwab 1000 Index ETF | -0.5% | -3.84% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 31 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.9B across 31 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWB, SCHK) accounted for 61.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOO
市值: $280.2K
Top Position Liquidated / Trimmed
IWB
前期市值: $264.1M
During Q4 2025, Legacy Wealth Management, LLC's top holdings by market value included IVV (21.5%)、IWB (15.3%)、SCHK (11.6%). The largest single position, IVV, represented 21.5% of total portfolio value.
In Q4 2025, Legacy Wealth Management, LLC made 28 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 12 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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