Legacy Wealth Management, Inc Portfolio Holdings

Legacy Wealth Management, Inc

  • $1.61 Billion
  • Q2 2025

Legacy Wealth Management, Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 31 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 $329M, Ishares Tr Russell 1000 ETF with a value of $247M, Schwab Strategic Tr 1000 Index with a value of $198M, J P Morgan Exchange Traded Fd with a value of $156M, and Fidelity Merrimack Str Tr Tota with a value of $142M.

Examining the 13F form we can see an increase of $107M in the current position value, from $1.5B to 1.61B.

Below you can find more details about Legacy Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.61 Billion
ETFs: $1.6 Billion
Technology: $1.51 Million
Communication Services: $530,000
Utilities: $380,000
Consumer Defensive: $207,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$329 Million 20.48% of portfolio
530,045
Q2 2025 Added 4.42%
$0
$247 Million 15.4% of portfolio
728,850
Q2 2025 Reduced 3.89%
$0
$198 Million 12.34% of portfolio
6,650,328
Q2 2025 Reduced 3.53%
$0
$156 Million 9.71% of portfolio
3,314,934
Q2 2025 Added 2.51%
$0
$142 Million 8.82% of portfolio
3,097,702
Q2 2025 Added 0.04%
$0
$117 Million 7.3% of portfolio
4,181,932
Q2 2025 Reduced 0.5%
$0
$86.1 Million 5.36% of portfolio
1,388,812
Q2 2025 Added 3.24%
$0
$74.9 Million 4.66% of portfolio
1,478,317
Q2 2025 Added 2.2%
$0
$59.8 Million 3.72% of portfolio
773,338
Q2 2025 Reduced 1.0%
$0
$57.3 Million 3.56% of portfolio
2,343,626
Q2 2025 Added 1.53%
$0
$54.2 Million 3.37% of portfolio
495,688
Q2 2025 Reduced 0.08%
$0
$28.6 Million 1.78% of portfolio
1,129,803
Q2 2025 Added 1.83%
$0
$19.2 Million 1.19% of portfolio
501,436
Q2 2025 Reduced 2.23%
$0
$12.1 Million 0.75% of portfolio
56,019
Q2 2025 Reduced 4.24%
$0
$8.57 Million 0.53% of portfolio
28,208
Q2 2025 Added 4.49%
$0
$6.17 Million 0.38% of portfolio
9,991
Q1 2025 Added 0.26%
$0
$900,000 0.06% of portfolio
37,787
Q2 2025 Added 2.31%
$3.26T
$792,000 0.05% of portfolio
3,862
Q2 2025 Added 31.45%
$0
$674,000 0.04% of portfolio
1,538
Q2 2025 New
$0
$690,000 0.04% of portfolio
29,846
Q2 2025 Reduced 24.15%
$3.93T
$420,000 0.03% of portfolio
845
Q2 2025 Reduced 44.19%
$0
$537,000 0.03% of portfolio
1,274
Q1 2025 Added 1.11%
$198B
$530,000 0.03% of portfolio
18,325
Q2 2025 Reduced 4.8%
$0
$296,000 0.02% of portfolio
1,527
Q1 2025 Added 1.53%
$444B
$296,000 0.02% of portfolio
1,874
Q2 2025 Reduced 51.11%
$0
$284,000 0.02% of portfolio
516
Q2 2025 Added 0.78%
$103B
$380,000 0.02% of portfolio
4,143
Q1 2025 Reduced 13.87%
$0
$213,000 0.01% of portfolio
5,951
Q2 2025 New
$254B
$207,000 0.01% of portfolio
1,141
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 182.35%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $1.61 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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