Legacy Wealth Management, Inc Top Holdings and 13F Report (2025) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.61 billion in total holdings as of June 30, 2025.Legacy Wealth Management, Inc owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 40 new stocks and bought additional shares in 13 stocks.Legacy Wealth Management, Inc sold shares of 11 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $329,104,955iShares Russell 1000 ETF $247,495,740Schwab 1000 Index ETF $198,312,780JPMorgan Core Plus Bond ETF $156,000,813Fidelity Total Bond ETF $141,719,862 Largest New Holdings this Quarter 922908736 - Vanguard Growth ETF $674,259 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $213,284 Holding718172109 - Philip Morris International $207,810 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 22,448 shares (about $13.94M)JPMorgan Core Plus Bond ETF 81,090 shares (about $3.82M)iShares Core S&P Mid-Cap ETF 43,570 shares (about $2.70M)JPMorgan Ultra-Short Income ETF 31,818 shares (about $1.61M)Schwab US Large-Cap ETF 35,227 shares (about $860.95K) Largest Sales this Quarter iShares Russell 1000 ETF 29,478 shares (about $10.01M)Schwab 1000 Index ETF 243,200 shares (about $7.25M)iShares Core MSCI Total International Stock ETF 7,811 shares (about $603.87K)Schwab U.S. Mid-Cap ETF 21,087 shares (about $591.49K)iShares Russell 2000 ETF 2,478 shares (about $534.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$329,104,955$13,937,964 ▲4.4%530,04520.5%ETFIWBiShares Russell 1000 ETF$247,495,740$10,009,850 ▼-3.9%728,85015.4%ETFSCHKSchwab 1000 Index ETF$198,312,780$7,252,224 ▼-3.5%6,650,32812.3%ETFJCPBJPMorgan Core Plus Bond ETF$156,000,813$3,816,096 ▲2.5%3,314,9349.7%ETFFBNDFidelity Total Bond ETF$141,719,862$51,972 ▲0.0%3,097,7028.8%ETFSCHMSchwab U.S. Mid-Cap ETF$117,303,194$591,490 ▼-0.5%4,181,9327.3%ETFIJHiShares Core S&P Mid-Cap ETF$86,134,133$2,702,212 ▲3.2%1,388,8125.4%ETFJPSTJPMorgan Ultra-Short Income ETF$74,921,126$1,612,537 ▲2.2%1,478,3174.7%ETFIXUSiShares Core MSCI Total International Stock ETF$59,786,725$603,868 ▼-1.0%773,3383.7%ManufacturingSCHXSchwab US Large-Cap ETF$57,278,219$860,948 ▲1.5%2,343,6263.6%ETFIJRiShares Core S&P Small-Cap ETF$54,173,777$42,842 ▼-0.1%495,6883.4%ETFSCHASchwab US Small-Cap ETF$28,584,025$513,388 ▲1.8%1,129,8031.8%ETFHMOPHartford Municipal Opportunities ETF$19,194,970$438,804 ▼-2.2%501,4361.2%ETFIWMiShares Russell 2000 ETF$12,088,297$534,726 ▼-4.2%56,0190.8%FinanceVTIVanguard Total Stock Market ETF$8,573,257$368,667 ▲4.5%28,2080.5%ETFSPYSPDR S&P 500 ETF Trust$6,172,7600.0%9,9910.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,929,709$313,472 ▲8.7%39,6140.2%FinanceSCHBSchwab US Broad Market ETF$900,464$20,351 ▲2.3%37,7870.1%ETFSCMBSchwab Municipal Bond ETF$860,980$556,050 ▲182.4%34,1930.1%ETFAAPLApple$792,429$189,592 ▲31.4%3,8620.0%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$693,621$220,803 ▼-24.1%29,8460.0%ETFVUGVanguard Growth ETF$674,259$674,259 ▲New Holding1,5380.0%ETFIWFiShares Russell 1000 Growth ETF$540,9150.0%1,2740.0%ETFTAT&T$530,326$26,741 ▼-4.8%18,3250.0%Computer and TechnologyMSFTMicrosoft$420,311$332,767 ▼-44.2%8450.0%Computer and TechnologySOSouthern$380,4520.0%4,1430.0%UtilitiesIWDiShares Russell 1000 Value ETF$296,5890.0%1,5270.0%ETFNVDANVIDIA$296,073$309,502 ▼-51.1%1,8740.0%Computer and TechnologyQQQInvesco QQQ$284,883$2,208 ▲0.8%5160.0%FinanceDFACDimensional U.S. Core Equity 2 ETF$213,284$213,284 ▲New Holding5,9510.0%ETFPMPhilip Morris International$207,810$207,810 ▲New Holding1,1410.0%Consumer StaplesXLFFinancial Select Sector SPDR Fund$0$785,653 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$753,033 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$742,169 ▼-100.0%00.0%ETFAMZNAmazon.com$0$388,891 ▼-100.0%00.0%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$0$371,762 ▼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$352,911 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$340,619 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$326,796 ▼-100.0%00.0%Computer and TechnologyVVisa$0$280,368 ▼-100.0%00.0%Business ServicesIGViShares Expanded Tech-Software Sector ETF$0$252,465 ▼-100.0%00.0%ETFCMECME Group$0$228,945 ▼-100.0%00.0%FinanceAVGOBroadcom$0$204,432 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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