LW

Legacy Wealth Management, Inc

13F
Legacy Wealth Management, Inc
Last update 2025-07-17 31 Stocks (3 new)
Value $1.61 Bil Turnover 2 %
Countries:
Top Holdings: IVV(20.47%)IWB(15.39%)SCHK(12.33%)JCPB(9.70%)FBND(8.81%)
Summary Stock Picks Current Portfolio
Legacy Wealth Management, Inc Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
530,045
329,105.0
+4.42%
20.470
+0.87%
0.050
+19.34%
+7.31%
636,576.3
 
IWB
iShares Russell 1000 ETF
728,850
247,495.7
-3.89%
15.390
-0.60%
0.600
+19.46%
+7.29%
41,513.2
 
SCHK
Schwab 1000 Index ETF
6,650,328
198,312.8
-3.53%
12.330
-0.44%
4.590
+19.71%
+7.28%
4,396.1
 
JCPB
JPMorgan Core Plus Bond ETF
3,314,934
156,000.8
+2.51%
9.700
+0.24%
2.220
+1.32%
+1.56%
7,037.2
 
FBND
Fidelity Total Bond ETF
3,097,702
141,719.9
+0.04%
8.810
0%
0.730
+1.65%
+1.78%
19,400.7
 
SCHM
Schwab U.S. Mid-Cap ETF
4,181,932
117,303.2
-0.50%
7.300
-0.04%
1.010
+17.81%
+4.29%
11,918.4
 
IJH
iShares Core S&P Mid-Cap ETF
1,388,812
86,134.1
+3.24%
5.360
+0.17%
0.090
+16.27%
+2.52%
97,920.0
 
JPST
JPMorgan Ultra-Short Income ETF
1,478,317
74,921.1
+2.20%
4.660
+0.10%
0.230
+0.20%
+0.50%
32,252.5
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
773,338
59,786.7
-1.00%
3.720
-0.04%
0.130
+11.85%
+18.19%
46,706.7
 
SCHX
Schwab U.S. Large-Cap ETF
2,343,626
57,278.2
+1.53%
3.560
+0.05%
0.100
+19.76%
+7.46%
57,122.4
 

Legacy Wealth Management, Inc's Historical Top Holdings Breakdowns

Legacy Wealth Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.87%
●
498.8 ($573.99) 620.9
$631.74
10.06%
Add 4.42%
530,045
22,448
IWB
iShares Russell 1000 ETF
2025-06-30
Reduce
Reduce
-0.60%
●
272.36 ($313.79) 339.57
$345.66
10.16%
Reduce -3.89%
728,850
-29,478
SCHK
Schwab 1000 Index ETF
2025-06-30
Reduce
Reduce
-0.44%
●
23.87 ($27.55) 29.82
$30.37
10.24%
Reduce -3.53%
6,650,328
-243,200
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Add
Add
+0.24%
●
45.9 ($46.46) 47.2
$46.79
0.71%
Add 2.51%
3,314,934
81,090
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.17%
●
51.16 ($58.7) 62.02
$63.88
8.82%
Add 3.24%
1,388,812
43,570
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Add
Add
+0.10%
●
50.36 ($50.51) 50.68
$50.62
0.22%
Add 2.2%
1,478,317
31,818
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+0.05%
●
19.6 ($22.6) 24.44
$24.91
10.22%
Add 1.53%
2,343,626
35,227
XLF
Financial Select Sector SPDR
2025-06-30
Sold Out
Sold Out
-0.05%
●
43.92 ($49.5) 52.37
$52.68
6.42%
Sold Out
0
-15,773
XLK
Technology Select Sector SPDR ETF
2025-06-30
Sold Out
Sold Out
-0.05%
●
179.73 ($221.69) 253.23
$258.81
16.74%
Sold Out
0
-3,647
XLV
Health Care Select Sector SPDR
2025-06-30
Sold Out
Sold Out
-0.05%
●
128.77 ($135.21) 146.01
$133.53
-1.24%
Sold Out
0
-5,083

Legacy Wealth Management, Inc Total Holding History ($B)

To

Legacy Wealth Management, Inc's Asset Allocation

To

Legacy Wealth Management, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Wealth Management, Inc's Hypothetical Growth since 2025-06-30

Legacy Wealth Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Management, Inc's Holdings Heat Map

Size field:

Legacy Wealth Management, Inc's Holdings Bubble Chart

Legacy Wealth Management, Inc News

  • 1

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