Legacy Wealth Management, Inc has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.7 Billion distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $360M, Ishares Tr Russell 1000 ETF with a value of $264M, Schwab Strategic Tr 1000 Index with a value of $204M, J P Morgan Exchange Traded Fd with a value of $169M, and Fidelity Merrimack Str Tr Tota with a value of $150M.
Examining the 13F form we can see an increase of $90.6M in the current position value, from $1.61B to 1.7B.
Below you can find more details about Legacy Wealth Management, Inc portfolio as well as his latest detailed transactions.
