The Analysis of Legacy Wealth Management, Inc's Holdings


Currently, Legacy Wealth Management, Inc holds 31 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in JCPB (+182.8K shares, valued at $8.7M), FBND (+166.8K shares, valued at $7.7M), IVV (+6.9K shares, valued at $4.7M); decreased their positions in SCHK (-244.1K shares, valued at $8.0M), IWB (-12.1K shares, valued at $4.5M), SCHX (-76.1K shares, valued at $2.0M); initiated new positions in N/A (+447 shares, valued at $280.2K), N/A (+811 shares, valued at $253.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR544.4K shares1.28%2025-12-312026-01-21history
IWB ISHARES TR710.5K shares-1.68%2025-12-312026-01-21history
SCHK SCHWAB STRATEGIC TR6.1M shares-3.84%2025-12-312026-01-21history
JCPB J P MORGAN EXCHANGE TRADED F3.7M shares5.15%2025-12-312026-01-21history
FBND FIDELITY MERRIMACK STR TR3.4M shares5.13%2025-12-312026-01-21history
SCHM SCHWAB STRATEGIC TR4.3M shares2.72%2025-12-312026-01-21history
IJH ISHARES TR1.3M shares-1.88%2025-12-312026-01-21history
JPST J P MORGAN EXCHANGE TRADED F1.6M shares5.37%2025-12-312026-01-21history
Sponsored
IXUS ISHARES TR753.4K shares-1.40%2025-12-312026-01-21history
SCHX SCHWAB STRATEGIC TR2.2M shares-3.33%2025-12-312026-01-21history
IJR ISHARES TR418.9K shares-0.21%2025-12-312026-01-21history
SCHA SCHWAB STRATEGIC TR846.2K shares-4.99%2025-12-312026-01-21history
HMOP HARTFORD FDS EXCHANGE TRADED596.4K shares8.93%2025-12-312026-01-21history
IWM ISHARES TR53.7K shares-2.39%2025-12-312026-01-21history
VTI VANGUARD INDEX FDS28.2K shares-0.05%2025-12-312026-01-21history
SPY SPDR S&P 500 ETF TR9.7K shares0.00%2025-12-312026-01-21history
Sponsored
AGG ISHARES TR38.9K shares-0.00%2025-12-312026-01-21history
SCHB SCHWAB STRATEGIC TR38.0K shares-1.14%2025-12-312026-01-21history
SCMB SCHWAB STRATEGIC TR35.1K shares0.00%2025-12-312026-01-21history
VUG VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-21history
SCHZ SCHWAB STRATEGIC TR30.1K shares-4.76%2025-12-312026-01-21history
IWF ISHARES TR1.5K shares14.29%2025-12-312026-01-21history
T AT&T INC18.6K shares3.36%2025-12-312026-01-21history
IWD ISHARES TR2.0K shares31.91%2025-12-312026-01-21history
Sponsored
NVDA NVIDIA CORPORATION2.1K shares9.82%2025-12-312026-01-21history
AAPL APPLE INC1.2K shares26.97%2025-12-312026-01-21history
INVESCO QQQ TR INVESCO QQQ TR513 shares0.20%2025-12-312026-01-21history
VANGUARD INDEX FDS VANGUARD INDEX FDS447 sharesnew addition2025-12-312026-01-21history
MSFT MICROSOFT CORP535 shares1.90%2025-12-312026-01-21history
ALPHABET INC ALPHABET INC811 sharesnew addition2025-12-312026-01-21history
DFAC DIMENSIONAL ETF TRUST6.3K shares5.13%2025-12-312026-01-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available