13F HOLDINGS REPORT
Legacy Wealth Management, Inc
Quarter ended Q3 2025 · Filed October 10, 2025 · Accession 0001085146-25-005904
Total Value
$1.70B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 537,532 | $359.8M | 21.18% |
| 2 | ISHARES TR | 464287622 | 722,592 | $264.1M | 15.55% |
| 3 | SCHWAB STRATEGIC TR | 808524722 | 6,361,635 | $204.3M | 12.03% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 3,546,974 | $168.7M | 9.93% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 3,249,607 | $150.3M | 8.85% |
| 6 | SCHWAB STRATEGIC TR | 808524508 | 4,204,735 | $124.6M | 7.34% |
| 7 | ISHARES TR | 464287507 | 1,375,897 | $89.8M | 5.29% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 1,548,237 | $78.5M | 4.62% |
| 9 | ISHARES TR | 46432F834 | 764,113 | $63.1M | 3.72% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 2,282,257 | $60.1M | 3.54% |
| 11 | ISHARES TR | 464287804 | 419,736 | $49.9M | 2.94% |
| 12 | SCHWAB STRATEGIC TR | 808524607 | 890,688 | $24.9M | 1.46% |
| 13 | HARTFORD FDS EXCHANGE TRADED | 41653L503 | 547,484 | $21.3M | 1.26% |
| 14 | ISHARES TR | 464287655 | 55,001 | $13.3M | 0.78% |
| 15 | VANGUARD INDEX FDS | 922908769 | 28,209 | $9.3M | 0.55% |
| 16 | SPDR S&P 500 ETF TR | SPY | 9,711 | $6.5M | 0.38% |
| 17 | ISHARES TR | 464287226 | 38,944 | $3.9M | 0.23% |
| 18 | SCHWAB STRATEGIC TR | 808524102 | 38,461 | $988,832 | 0.06% |
| 19 | SCHWAB STRATEGIC TR | 808524649 | 35,068 | $898,091 | 0.05% |
| 20 | SCHWAB STRATEGIC TR | 808524839 | 31,578 | $741,136 | 0.04% |
| 21 | VANGUARD INDEX FDS | 922908736 | 1,538 | $737,640 | 0.04% |
| 22 | ISHARES TR | 464287614 | 1,274 | $596,754 | 0.04% |
| 23 | AT&T INC | T-PC | 18,017 | $508,800 | 0.03% |
| 24 | NVIDIA CORPORATION | NVDA | 1,895 | $353,569 | 0.02% |
| 25 | INVESCO QQQ TR | IVZ | 512 | $307,660 | 0.02% |
| 26 | ISHARES TR | 464287598 | 1,504 | $306,199 | 0.02% |
| 27 | MICROSOFT CORP | MSFT | 525 | $271,924 | 0.02% |
| 28 | APPLE INC | AAPL | 975 | $248,264 | 0.01% |
| 29 | DIMENSIONAL ETF TRUST | 25434V708 | 5,951 | $229,530 | 0.01% |