Legacy Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Legacy Wealth Management, LLC reported 31 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.5% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 15.3%) and Schwab 1000 Index ETF (SCHK, 11.6%). Compared with Q3 2025, it opened 2 new positions, added to 14 and reduced 12. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1%) and the biggest sale Schwab 1000 Index ETF (SCHK, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MEMPHIS, TN
- CIK
- 0001488921
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001488921-26-000001 ↗ filed Jan 21, 2026
Holdings Value
Holdings 31 stocks · $1.7B
| IVV iShares Core S&P 500 ETF | 21.49% | 544,435 | $372.9M | Add +1.3% |
| IWB iShares Russell 1000 ETF | 15.29% | 710,475 | $265.3M | Reduce -1.7% |
| SCHK Schwab 1000 Index ETF | 11.56% | 6,117,568 | $200.7M | Reduce -3.8% |
| JCPB JPMorgan Core Plus Bond ETF | 10.18% | 3,729,750 | $176.6M | Add +5.2% |
| FBND Fidelity Total Bond ETF | 9.06% | 3,416,406 | $157.3M | Add +5.1% |
| SCHM Schwab US Mid Cap ETF | 7.48% | 4,319,152 | $129.9M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 5.13% | 1,349,996 | $89.1M | Reduce -1.9% |
| JPST JPMorgan Ultra-Short Income | 4.76% | 1,631,362 | $82.5M | Add +5.4% |
| IXUS iShares Core Intl Stock ETF | 3.67% | 753,401 | $63.8M | Reduce -1.4% |
| SCHX Schwab US Large-Cap ETF | 3.42% | 2,206,176 | $59.4M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 2.90% | 418,852 | $50.3M | Reduce -0.2% |
| SCHA Schwab US Small-Cap ETF | 1.39% | 846,199 | $24.1M | Reduce -5.0% |
| HMOP Hartford Municipal Opp ETF | 1.34% | 596,389 | $23.3M | Add +8.9% |
| IWM iShares Russell 2000 ETF | 0.76% | 53,689 | $13.2M | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 28,195 | $9.5M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 9,711 | $6.6M | No change |
| AGG iShares Core U.S. Aggregate | 0.22% | 38,943 | $3.9M | Reduce 0.0% |
| SCHB Schwab US Broad Market ETF | 0.06% | 38,021 | $997K | Reduce -1.1% |
| SCMB Schwab Municipal Bond ETF | 0.05% | 35,068 | $903K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 1,538 | $750K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 30,075 | $703K | Reduce -4.8% |
| IWF iShares Russell 1000 Growth | 0.04% | 1,456 | $689K | Add +14.3% |
| T AT&T Inc. | 0.03% | 18,622 | $463K | Add +3.4% |
| IWD iShares Russell 1000 Value E | 0.02% | 1,984 | $417K | Add +31.9% |
| NVDA Nvidia Corp. | 0.02% | 2,081 | $388K | Add +9.8% |
| AAPL Apple Inc. | 0.02% | 1,238 | $337K | Add +27.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 513 | $315K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.02% | 447 | $280K | New |
| MSFT Microsoft Corp. | 0.01% | 535 | $259K | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.01% | 811 | $254K | New |
| DFAC Dimensional US Core Equity 2 | 0.01% | 6,256 | $248K | Add +5.1% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHK Schwab 1000 Index ETF | Reduce -3.8% | 11.56% | −0.47 |
| IWB iShares Russell 1000 ETF | Reduce -1.7% | 15.29% | −0.26 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 5.13% | −0.15 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.3% | 3.42% | −0.12 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.0% | 1.39% | −0.07 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.4% | 3.67% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 2.90% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.76% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce 0.0% | 0.22% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -4.8% | 0.04% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -1.1% | 0.06% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.54% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +1.3% | 21.49% | +0.31 |
| JCPB JPMorgan Core Plus Bond ETF | Add +5.2% | 10.18% | +0.25 |
| FBND Fidelity Total Bond ETF | Add +5.1% | 9.06% | +0.22 |
| SCHM Schwab US Mid Cap ETF | Add +2.7% | 7.48% | +0.15 |
| JPST JPMorgan Ultra-Short Income | Add +5.4% | 4.76% | +0.13 |
| HMOP Hartford Municipal Opp ETF | Add +8.9% | 1.34% | +0.09 |
| VOO Vanguard S&P 500 ETF | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | New | 0.01% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +31.9% | 0.02% | +0.01 |
| AAPL Apple Inc. | Add +27.0% | 0.02% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +14.3% | 0.04% | +0.00 |
| NVDA Nvidia Corp. | Add +9.8% | 0.02% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +5.1% | 0.01% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.02% | 0.00 |
| MSFT Microsoft Corp. | Add +1.9% | 0.01% | −0.00 |
| T AT&T Inc. | Add +3.4% | 0.03% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.9B | IVV, IWB, FBND, SCHK, JCPB |
| Q1 2026 | 30 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q4 2025 | 31 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q3 2025 | 29 | $1.7B | IVV, IWB, SCHK, JCPB, FBND |
| Q2 2025 | 31 | $1.6B | IVV, IWB, SCHK, JCPB, FBND |
| Q1 2025 | 40 | $1.5B | IVV, IWB, SCHK, JCPB, FBND |
| Q4 2024 | 42 | $1.6B | IVV, IWB, SCHK, JCPB, FBND |
| Q3 2024 | 44 | $1.5B | IVV, IWB, SCHK, JCPB, FBND |
| Q2 2024 | 23 | $1.4B | IVV, IWB, SCHK, FBND, JCPB |
| Q1 2024 | 25 | $1.4B | IVV, IWB, SCHK, FBND, JCPB |