Legacy Wealth Management, Inc Portfolio Holdings

Legacy Wealth Management, Inc

  • $1.7 Billion
  • Q3 2025

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.

Portfolio value $1.7 Billion
ETFs: $1.7 Billion
Technology: $872,000
Communication Services: $508,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $1.7 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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