13F HOLDINGS REPORT
Legacy Wealth Management, Inc
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001488921-26-000001
Total Value
$1.74B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 544,435 | $372.9M | 21.49% |
| 2 | ISHARES TR | 464287622 | 710,475 | $265.3M | 15.29% |
| 3 | SCHWAB STRATEGIC TR | 808524722 | 6,117,568 | $200.7M | 11.56% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 3,729,750 | $176.6M | 10.18% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 3,416,406 | $157.3M | 9.06% |
| 6 | SCHWAB STRATEGIC TR | 808524508 | 4,319,152 | $129.9M | 7.48% |
| 7 | ISHARES TR | 464287507 | 1,349,996 | $89.1M | 5.13% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 1,631,362 | $82.5M | 4.76% |
| 9 | ISHARES TR | 46432F834 | 753,401 | $63.8M | 3.67% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 2,206,176 | $59.4M | 3.42% |
| 11 | ISHARES TR | 464287804 | 418,852 | $50.3M | 2.90% |
| 12 | SCHWAB STRATEGIC TR | 808524607 | 846,199 | $24.1M | 1.39% |
| 13 | HARTFORD FDS EXCHANGE TRADED | 41653L503 | 596,389 | $23.3M | 1.34% |
| 14 | ISHARES TR | 464287655 | 53,689 | $13.2M | 0.76% |
| 15 | VANGUARD INDEX FDS | 922908769 | 28,195 | $9.5M | 0.54% |
| 16 | SPDR S&P 500 ETF TR | SPY | 9,711 | $6.6M | 0.38% |
| 17 | ISHARES TR | 464287226 | 38,943 | $3.9M | 0.22% |
| 18 | SCHWAB STRATEGIC TR | 808524102 | 38,021 | $997,291 | 0.06% |
| 19 | SCHWAB STRATEGIC TR | 808524649 | 35,068 | $903,352 | 0.05% |
| 20 | VANGUARD INDEX FDS | 922908736 | 1,538 | $750,329 | 0.04% |
| 21 | SCHWAB STRATEGIC TR | 808524839 | 30,075 | $702,853 | 0.04% |
| 22 | ISHARES TR | 464287614 | 1,456 | $689,125 | 0.04% |
| 23 | AT&T INC | T-PC | 18,622 | $462,570 | 0.03% |
| 24 | ISHARES TR | 464287598 | 1,984 | $417,315 | 0.02% |
| 25 | NVIDIA CORPORATION | NVDA | 2,081 | $388,107 | 0.02% |
| 26 | APPLE INC | AAPL | 1,238 | $336,598 | 0.02% |
| 27 | INVESCO QQQ TR | IVZ | 513 | $314,833 | 0.02% |
| 28 | VANGUARD INDEX FDS | 922908363 | 447 | $280,247 | 0.02% |
| 29 | MICROSOFT CORP | MSFT | 535 | $258,737 | 0.01% |
| 30 | ALPHABET INC | GOOG | 811 | $253,843 | 0.01% |
| 31 | DIMENSIONAL ETF TRUST | 25434V708 | 6,256 | $247,675 | 0.01% |