§ 13F · FUND PROFILE
Legacy Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1607.9T (13F)Positions · 31Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$534.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 544K | $372.9T | 21.5% | +1% |
| 2 | IWB | ISHARES TR | 710K | $265.3T | 15.3% | −2% |
| 3 | SCHK | SCHWAB STRATEGIC TR | 6.12M | $200.7T | 11.6% | −4% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 3.73M | $176.6T | 10.2% | +5% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 3.42M | $157.3T | 9.1% | +5% |
| 6 | SCHM | SCHWAB STRATEGIC TR | 4.32M | $129.9T | 7.5% | +3% |
| 7 | IJH | ISHARES TR | 1.35M | $89.1T | 5.1% | −2% |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 1.63M | $82.5T | 4.8% | +5% |
| 9 | IXUS | ISHARES TR | 753K | $63.8T | 3.7% | −1% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 2.21M | $59.4T | 3.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Management, Inc is a Other fund managing $1607866.7 trillion in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed