Legacy Wealth Management, Inc Top Holdings and 13F Report (2025) About Legacy Wealth Management, IncInvestment ActivityLegacy Wealth Management, Inc has $1.50 billion in total holdings as of March 31, 2025.Legacy Wealth Management, Inc owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.58% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, Inc has purchased 42 new stocks and bought additional shares in 17 stocks.Legacy Wealth Management, Inc sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $285,218,721iShares Russell 1000 ETF $232,609,662Schwab 1000 Index ETF $185,573,780JPMorgan Core Plus Bond ETF $152,120,022Fidelity Total Bond ETF $141,358,257 Largest New Holdings this Quarter 808524649 - Schwab Municipal Bond ETF $307,231 Holding464287515 - iShares Expanded Tech-Software Sector ETF $252,465 Holding12572Q105 - CME Group $228,945 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 52,375 shares (about $2.46M)Schwab US Large-Cap ETF 66,784 shares (about $1.47M)iShares Core S&P Small-Cap ETF 8,085 shares (about $845.45K)Fidelity Total Bond ETF 15,679 shares (about $715.75K)Schwab US Small-Cap ETF 30,077 shares (about $704.70K) Largest Sales this Quarter iShares Russell 1000 ETF 19,371 shares (about $5.94M)iShares Core S&P 500 ETF 5,979 shares (about $3.36M)Schwab 1000 Index ETF 77,146 shares (about $2.08M)iShares Core S&P Mid-Cap ETF 15,331 shares (about $894.56K)Vanguard Total Stock Market ETF 655 shares (about $180.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$285,218,721$3,359,600 ▼-1.2%507,59719.0%ETFIWBiShares Russell 1000 ETF$232,609,662$5,941,864 ▼-2.5%758,32815.5%ETFSCHKSchwab 1000 Index ETF$185,573,780$2,076,770 ▼-1.1%6,893,52812.4%ETFJCPBJPMorgan Core Plus Bond ETF$152,120,022$2,463,720 ▲1.6%3,233,84410.1%ETFFBNDFidelity Total Bond ETF$141,358,257$715,746 ▲0.5%3,096,5669.4%ETFSCHMSchwab U.S. Mid-Cap ETF$110,119,105$602,836 ▲0.6%4,203,0197.3%ETFIJHiShares Core S&P Mid-Cap ETF$78,494,850$894,564 ▼-1.1%1,345,2425.2%ETFJPSTJPMorgan Ultra-Short Income ETF$73,236,256$91,337 ▲0.1%1,446,4994.9%ETFIXUSiShares Core MSCI Total International Stock ETF$54,532,007$56,756 ▼-0.1%781,1493.6%ManufacturingIJRiShares Core S&P Small-Cap ETF$51,875,091$845,449 ▲1.7%496,0803.5%ETFSCHXSchwab US Large-Cap ETF$50,969,450$1,474,591 ▲3.0%2,308,3993.4%ETFSCHASchwab US Small-Cap ETF$25,995,845$704,704 ▲2.8%1,109,5111.7%ETFHMOPHartford Municipal Opportunities ETF$19,720,967$442,982 ▲2.3%512,8991.3%ETFIWMiShares Russell 2000 ETF$11,669,527$119,295 ▼-1.0%58,4970.8%FinanceVTIVanguard Total Stock Market ETF$7,419,306$180,020 ▼-2.4%26,9950.5%ETFSPYSPDR S&P 500 ETF Trust$5,588,676$14,544 ▲0.3%9,9910.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,606,030$161,734 ▲4.7%36,4540.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$911,277$357,938 ▲64.7%39,3470.1%ETFSCHBSchwab US Broad Market ETF$795,167$258 ▲0.0%36,9330.1%ETFXLFFinancial Select Sector SPDR Fund$785,653$17,533 ▼-2.2%15,7730.1%ETFXLKTechnology Select Sector SPDR Fund$753,033$31,178 ▲4.3%3,6470.1%ETFXLVHealth Care Select Sector SPDR Fund$742,169$18,981 ▲2.6%5,0830.0%ETFAAPLApple$652,618$75,302 ▼-10.3%2,9380.0%Computer and TechnologyMSFTMicrosoft$568,340$108,863 ▼-16.1%1,5140.0%Computer and TechnologyTAT&T$544,362$58,709 ▼-9.7%19,2490.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$460,029$5,055 ▲1.1%1,2740.0%ETFNVDANVIDIA$415,421$130,273 ▼-23.9%3,8330.0%Computer and TechnologyAMZNAmazon.com$388,891$60,312 ▼-13.4%2,0440.0%Retail/WholesaleSOSouthern$380,949$61,331 ▼-13.9%4,1430.0%UtilitiesXLPConsumer Staples Select Sector SPDR Fund$371,762$5,390 ▼-1.4%4,5520.0%ETFXLCCommunication Services Select Sector SPDR Fund$352,911$19,483 ▼-5.2%3,6590.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$340,619$2,764 ▼-0.8%1,7250.0%FinanceMETAMeta Platforms$326,796$145,243 ▼-30.8%5670.0%Computer and TechnologySCMBSchwab Municipal Bond ETF$307,231$307,231 ▲New Holding12,1100.0%ETFIWDiShares Russell 1000 Value ETF$287,320$4,328 ▲1.5%1,5270.0%ETFVVisa$280,368$51,167 ▼-15.4%8000.0%Business ServicesIGViShares Expanded Tech-Software Sector ETF$252,465$252,465 ▲New Holding2,8370.0%ETFQQQInvesco QQQ$240,273$1,877 ▲0.8%5120.0%FinanceCMECME Group$228,945$228,945 ▲New Holding8630.0%FinanceAVGOBroadcom$204,432$104,811 ▼-33.9%1,2210.0%Computer and TechnologyLLYEli Lilly and Company$0$281,992 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$251,412 ▼-100.0%00.0%MedicalHDHome Depot$0$240,396 ▼-100.0%00.0%Retail/WholesaleNFLXNetflix$0$216,591 ▼-100.0%00.0%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$0$205,845 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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