Skip to content
Disclosery

Legacy Wealth Management, LLC

Follow

13F filer, CIK 1488921, MEMPHIS, TN

Legacy Wealth Management, LLC reported $1,500,698,583 across 40 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-25. Its ten largest share positions make up 90.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002331

Period
2025-03-31
Reported value
$1.5B
Holdings
40
Top 10 weight
90.97%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCPBadded+52,375$2.46M
SCHXadded+66,784$1.47M
IJRadded+8,085$845K
FBNDadded+15,679$716K
SCHAadded+30,077$705K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWBreduced-19,371-$5.94M
IVVreduced-5,979-$3.36M
SCHKreduced-77,146-$2.08M
IJHreduced-15,331-$895K
LLYexited-365-$282K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002331, largest first. % of portfolio is the value over $1,500,698,583, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,811 shares; 2024Q4: 513,576 shares; 2025Q1: 507,597 shares 507,597$285M19.01%-5,979Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,596 shares; 2024Q4: 777,699 shares; 2025Q1: 758,328 shares 758,328$233M15.5%-19,371Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592,809 shares; 2024Q4: 6,970,674 shares; 2025Q1: 6,893,528 shares 6,893,528$186M12.37%-77,146Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019,083 shares; 2024Q4: 3,181,469 shares; 2025Q1: 3,233,844 shares 3,233,844$152M10.14%+52,375Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937,256 shares; 2024Q4: 3,080,887 shares; 2025Q1: 3,096,566 shares 3,096,566$141M9.42%+15,679Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,275 shares; 2024Q4: 4,180,010 shares; 2025Q1: 4,203,019 shares 4,203,019$110M7.34%+23,009Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409,254 shares; 2024Q4: 1,360,573 shares; 2025Q1: 1,345,242 shares 1,345,242$78.5M5.23%-15,331Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381,600 shares; 2024Q4: 1,444,695 shares; 2025Q1: 1,446,499 shares 1,446,499$73.2M4.88%+1,804Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,354 shares; 2024Q4: 781,962 shares; 2025Q1: 781,149 shares 781,149$54.5M3.63%-813Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,610 shares; 2024Q4: 487,995 shares; 2025Q1: 496,080 shares 496,080$51.9M3.46%+8,085Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,112 shares; 2024Q4: 2,241,615 shares; 2025Q1: 2,308,399 shares 2,308,399$51M3.4%+66,784Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,598 shares; 2024Q4: 1,079,434 shares; 2025Q1: 1,109,511 shares 1,109,511$26M1.73%+30,077Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,435 shares; 2024Q4: 501,378 shares; 2025Q1: 512,899 shares 512,899$19.7M1.31%+11,521Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,301 shares; 2024Q4: 59,095 shares; 2025Q1: 58,497 shares 58,497$11.7M0.78%-598Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,995 shares; 2024Q4: 27,650 shares; 2025Q1: 26,995 shares 26,995$7.42M0.49%-655Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,965 shares; 2025Q1: 9,991 shares 9,991$5.59M0.37%+26Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,513 shares; 2024Q4: 34,819 shares; 2025Q1: 36,454 shares 36,454$3.61M0.24%+1,635Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 23,892 shares; 2025Q1: 39,347 shares 39,347$911K0.06%+15,455Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 36,921 shares; 2025Q1: 36,933 shares 36,933$795K0.05%+12Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 16,125 shares; 2025Q1: 15,773 shares 15,773$786K0.05%-352Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,496 shares; 2025Q1: 3,647 shares 3,647$753K0.05%+151Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,953 shares; 2025Q1: 5,083 shares 5,083$742K0.05%+130Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,277 shares; 2025Q1: 2,938 shares 2,938$653K0.04%-339Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,804 shares; 2025Q1: 1,514 shares 1,514$568K0.04%-290Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,368 shares; 2024Q4: 21,325 shares; 2025Q1: 19,249 shares 19,249$544K0.04%-2,076Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,274 shares 1,274$460K0.03%+14Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,035 shares; 2025Q1: 3,833 shares 3,833$415K0.03%-1,202Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,361 shares; 2025Q1: 2,044 shares 2,044$389K0.03%-317Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,810 shares; 2025Q1: 4,143 shares 4,143$381K0.03%-667Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,618 shares; 2025Q1: 4,552 shares 4,552$372K0.02%-66Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,861 shares; 2025Q1: 3,659 shares 3,659$353K0.02%-202Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,739 shares; 2025Q1: 1,725 shares 1,725$341K0.02%-14Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 819 shares; 2025Q1: 567 shares 567$327K0.02%-252Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,110 shares 12,110$307K0.02%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,527 shares 1,527$287K0.02%+23Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 946 shares; 2025Q1: 800 shares 800$280K0.02%-146Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,837 shares 2,837$252K0.02%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 512 shares 512$240K0.02%+4Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 863 shares 863$229K0.02%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,847 shares; 2025Q1: 1,221 shares 1,221$204K0.01%-626Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLYELI LILLY & CO365$282Kshares
UNHUNITEDHEALTH GROUP INC497$251Kshares
HDHOME DEPOT INC618$240Kshares
NFLXNETFLIX INC.243$217Kshares
DFACDIMENSIONAL ETF TRUST5,951$206Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002331 base2025-04-25acceptance time not in the bulk data set