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 Market Cap. of $300 Millions to $2 Billions

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

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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