Legacy Wealth Management, Inc
Q3 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
29
- Value ($000)
$1,698,486
- Date Filed 10/10/2025
- Form type13F-HR
- CIK 0001488921
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $359.77M | 21 % | 537,532 | ||
I ISHARES TR | RUS 1000 ETF | 464287622 | $264.09M | 16 % | 722,592 | ||
S SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $204.34M | 12 % | 6,361,635 | ||
J J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $168.66M | 10 % | 3,546,974 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $150.26M | 9 % | 3,249,607 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $124.63M | 7 % | 4,204,735 | ||
I ISHARES TR | CORE S&P MCP ETF | 464287507 | $89.79M | 5 % | 1,375,897 | ||
J J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $78.54M | 5 % | 1,548,237 | ||
I ISHARES TR | CORE MSCI TOTAL | 46432F834 | $63.10M | 4 % | 764,113 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $60.11M | 4 % | 2,282,257 |
Rows Per Page
10
- 10
- 50
- 100