13F HOLDINGS REPORT
Legacy Wealth Management, Inc
Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001085146-25-003950
Total Value
$1.61B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 530,045 | $329.1M | 20.47% |
| 2 | ISHARES TR | 464287622 | 728,850 | $247.5M | 15.39% |
| 3 | SCHWAB STRATEGIC TR | 808524722 | 6,650,328 | $198.3M | 12.33% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 3,314,934 | $156.0M | 9.70% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 3,097,702 | $141.7M | 8.81% |
| 6 | SCHWAB STRATEGIC TR | 808524508 | 4,181,932 | $117.3M | 7.30% |
| 7 | ISHARES TR | 464287507 | 1,388,812 | $86.1M | 5.36% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 1,478,317 | $74.9M | 4.66% |
| 9 | ISHARES TR | 46432F834 | 773,338 | $59.8M | 3.72% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 2,343,626 | $57.3M | 3.56% |
| 11 | ISHARES TR | 464287804 | 495,688 | $54.2M | 3.37% |
| 12 | SCHWAB STRATEGIC TR | 808524607 | 1,129,803 | $28.6M | 1.78% |
| 13 | HARTFORD FDS EXCHANGE TRADED | 41653L503 | 501,436 | $19.2M | 1.19% |
| 14 | ISHARES TR | 464287655 | 56,019 | $12.1M | 0.75% |
| 15 | VANGUARD INDEX FDS | 922908769 | 28,208 | $8.6M | 0.53% |
| 16 | SPDR S&P 500 ETF TR | SPY | 9,991 | $6.2M | 0.38% |
| 17 | ISHARES TR | 464287226 | 39,614 | $3.9M | 0.24% |
| 18 | SCHWAB STRATEGIC TR | 808524102 | 37,787 | $900,464 | 0.06% |
| 19 | SCHWAB STRATEGIC TR | 808524649 | 34,193 | $860,980 | 0.05% |
| 20 | APPLE INC | AAPL | 3,862 | $792,429 | 0.05% |
| 21 | SCHWAB STRATEGIC TR | 808524839 | 29,846 | $693,621 | 0.04% |
| 22 | VANGUARD INDEX FDS | 922908736 | 1,538 | $674,259 | 0.04% |
| 23 | ISHARES TR | 464287614 | 1,274 | $540,915 | 0.03% |
| 24 | AT&T INC | T-PC | 18,325 | $530,326 | 0.03% |
| 25 | MICROSOFT CORP | MSFT | 845 | $420,311 | 0.03% |
| 26 | SOUTHERN CO | SOMN | 4,143 | $380,452 | 0.02% |
| 27 | ISHARES TR | 464287598 | 1,527 | $296,589 | 0.02% |
| 28 | NVIDIA CORPORATION | NVDA | 1,874 | $296,073 | 0.02% |
| 29 | INVESCO QQQ TR | IVZ | 516 | $284,883 | 0.02% |
| 30 | DIMENSIONAL ETF TRUST | 25434V708 | 5,951 | $213,284 | 0.01% |
| 31 | PHILIP MORRIS INTL INC | 718172109 | 1,141 | $207,810 | 0.01% |