Data as of Q4 2025 (Dec 31, 2025)

Legacy Wealth Management, Inc

•CIK: 1488921•Filing: Q4 2025

**Legacy Wealth Management, Inc.** manages $1.7B across a diversified portfolio of 31 positions. The strategy shows a significant allocation to broad market exposure, anchored by IVV at $372.9M and IWB at $265.3M. Further concentration is evident in sector and thematic plays, notably SCHK ($200.7M) and JCPB ($176.6M). This structure suggests a core focus on established index tracking while maintaining targeted, high-conviction sector bets.

Total AUM
$1.7B
QoQ Performance
+2.2%
Positions
14
Top 10 Concentration
92.1%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IWB
SCHK
JCPB
FBND
SCHM
IJH
IVV21.5%
IWB15.3%
SCHK11.6%
JCPB10.2%
FBND9.1%
SCHM7.5%
IJH5.1%
JPST4.8%

📈 Biggest Buys

JCPB
J P MORGAN EXCHANGE TRADED F
+5.2%
10.2% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+5.1%
9.1% of portfolio
IVV
ISHARES TR
+1.3%
21.5% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
+5.4%
4.8% of portfolio
SCHM
SCHWAB STRATEGIC TR
+2.7%
7.5% of portfolio

📉 Biggest Sells

SCHK
SCHWAB STRATEGIC TR
-3.8%
11.6% of portfolio
IWB
ISHARES TR
-1.7%
15.3% of portfolio
SCHX
SCHWAB STRATEGIC TR
-3.3%
3.4% of portfolio
IJH
ISHARES TR
-1.9%
5.1% of portfolio
SCHA
SCHWAB STRATEGIC TR
-5.0%
1.4% of portfolio

Sector Breakdown

Other78.0%
ETF21.9%
Technology0.1%
Communication0.0%

Changes from Q3 2025

NEW2 new positions
↑14 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV21.5%
ISHARES TR
$372.9M
IWB15.3%
ISHARES TR
$265.3M
SCHK11.6%
SCHWAB STRATEGIC TR
$200.7M
JCPB10.2%
J P MORGAN EXCHANGE TRADED F
$176.6M
FBND9.1%
FIDELITY MERRIMACK STR TR
$157.3M

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