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Legacy Wealth Management, LLC

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13F filer, CIK 1488921, MEMPHIS, TN

Legacy Wealth Management, LLC reported $1,735,365,288 across 31 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 92.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001488921-26-000001

Period
2025-12-31
Reported value
$1.74B
Holdings
31
Top 10 weight
92.05%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCPBadded+182,776$8.65M
FBNDadded+166,799$7.68M
IVVadded+6,903$4.73M
JPSTadded+83,125$4.21M
SCHMadded+114,417$3.44M

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
SCHKreduced-244,067-$8.01M
IWBreduced-12,117-$4.52M
SCHXreduced-76,081-$2.05M
IJHreduced-25,901-$1.71M
SCHAreduced-44,489-$1.27M

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, Q4 2025

Share positions as resolved from 13F-HR 0001488921-26-000001, largest first. % of portfolio is the value over $1,735,365,288, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,811 shares; 2024Q4: 513,576 shares; 2025Q1: 507,597 shares; 2025Q2: 530,045 shares; 2025Q3: 537,532 shares; 2025Q4: 544,435 shares 544,435$373M21.49%+6,903Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,596 shares; 2024Q4: 777,699 shares; 2025Q1: 758,328 shares; 2025Q2: 728,850 shares; 2025Q3: 722,592 shares; 2025Q4: 710,475 shares 710,475$265M15.29%-12,117Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592,809 shares; 2024Q4: 6,970,674 shares; 2025Q1: 6,893,528 shares; 2025Q2: 6,650,328 shares; 2025Q3: 6,361,635 shares; 2025Q4: 6,117,568 shares 6,117,568$201M11.56%-244,067Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019,083 shares; 2024Q4: 3,181,469 shares; 2025Q1: 3,233,844 shares; 2025Q2: 3,314,934 shares; 2025Q3: 3,546,974 shares; 2025Q4: 3,729,750 shares 3,729,750$177M10.18%+182,776Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937,256 shares; 2024Q4: 3,080,887 shares; 2025Q1: 3,096,566 shares; 2025Q2: 3,097,702 shares; 2025Q3: 3,249,607 shares; 2025Q4: 3,416,406 shares 3,416,406$157M9.06%+166,799Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,275 shares; 2024Q4: 4,180,010 shares; 2025Q1: 4,203,019 shares; 2025Q2: 4,181,932 shares; 2025Q3: 4,204,735 shares; 2025Q4: 4,319,152 shares 4,319,152$130M7.48%+114,417Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,409,254 shares; 2024Q4: 1,360,573 shares; 2025Q1: 1,345,242 shares; 2025Q2: 1,388,812 shares; 2025Q3: 1,375,897 shares; 2025Q4: 1,349,996 shares 1,349,996$89.1M5.13%-25,901Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381,600 shares; 2024Q4: 1,444,695 shares; 2025Q1: 1,446,499 shares; 2025Q2: 1,478,317 shares; 2025Q3: 1,548,237 shares; 2025Q4: 1,631,362 shares 1,631,362$82.5M4.76%+83,125Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757,354 shares; 2024Q4: 781,962 shares; 2025Q1: 781,149 shares; 2025Q2: 773,338 shares; 2025Q3: 764,113 shares; 2025Q4: 753,401 shares 753,401$63.8M3.67%-10,712Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777,112 shares; 2024Q4: 2,241,615 shares; 2025Q1: 2,308,399 shares; 2025Q2: 2,343,626 shares; 2025Q3: 2,282,257 shares; 2025Q4: 2,206,176 shares 2,206,176$59.4M3.42%-76,081Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,610 shares; 2024Q4: 487,995 shares; 2025Q1: 496,080 shares; 2025Q2: 495,688 shares; 2025Q3: 419,736 shares; 2025Q4: 418,852 shares 418,852$50.3M2.9%-884Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,598 shares; 2024Q4: 1,079,434 shares; 2025Q1: 1,109,511 shares; 2025Q2: 1,129,803 shares; 2025Q3: 890,688 shares; 2025Q4: 846,199 shares 846,199$24.1M1.39%-44,489Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,435 shares; 2024Q4: 501,378 shares; 2025Q1: 512,899 shares; 2025Q2: 501,436 shares; 2025Q3: 547,484 shares; 2025Q4: 596,389 shares 596,389$23.3M1.34%+48,905Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,301 shares; 2024Q4: 59,095 shares; 2025Q1: 58,497 shares; 2025Q2: 56,019 shares; 2025Q3: 55,001 shares; 2025Q4: 53,689 shares 53,689$13.2M0.76%-1,312Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,995 shares; 2024Q4: 27,650 shares; 2025Q1: 26,995 shares; 2025Q2: 28,208 shares; 2025Q3: 28,209 shares; 2025Q4: 28,195 shares 28,195$9.45M0.54%-14Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 9,965 shares; 2025Q1: 9,991 shares; 2025Q2: 9,991 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares 9,711$6.62M0.38%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,513 shares; 2024Q4: 34,819 shares; 2025Q1: 36,454 shares; 2025Q2: 39,614 shares; 2025Q3: 38,944 shares; 2025Q4: 38,943 shares 38,943$3.89M0.22%-1Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 36,921 shares; 2025Q1: 36,933 shares; 2025Q2: 37,787 shares; 2025Q3: 38,461 shares; 2025Q4: 38,021 shares 38,021$997K0.06%-440Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,110 shares; 2025Q2: 34,193 shares; 2025Q3: 35,068 shares; 2025Q4: 35,068 shares 35,068$903K0.05%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares 1,538$750K0.04%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 23,892 shares; 2025Q1: 39,347 shares; 2025Q2: 29,846 shares; 2025Q3: 31,578 shares; 2025Q4: 30,075 shares 30,075$703K0.04%-1,503Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,456 shares 1,456$689K0.04%+182Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,368 shares; 2024Q4: 21,325 shares; 2025Q1: 19,249 shares; 2025Q2: 18,325 shares; 2025Q3: 18,017 shares; 2025Q4: 18,622 shares 18,622$463K0.03%+605Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,504 shares; 2025Q4: 1,984 shares 1,984$417K0.02%+480Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 5,035 shares; 2025Q1: 3,833 shares; 2025Q2: 1,874 shares; 2025Q3: 1,895 shares; 2025Q4: 2,081 shares 2,081$388K0.02%+186Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,277 shares; 2025Q1: 2,938 shares; 2025Q2: 3,862 shares; 2025Q3: 975 shares; 2025Q4: 1,238 shares 1,238$337K0.02%+263Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 512 shares; 2025Q4: 513 shares 513$315K0.02%+1Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares 447$280K0.02%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,804 shares; 2025Q1: 1,514 shares; 2025Q2: 845 shares; 2025Q3: 525 shares; 2025Q4: 535 shares 535$259K0.01%+10Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 811 shares 811$254K0.01%newTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,951 shares; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 5,951 shares; 2025Q4: 6,256 shares 6,256$248K0.01%+305Timeline

How Q4 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 0001488921-26-000001 base2026-01-21acceptance time not in the bulk data set