Latest Legacy Wealth Management, Inc Stock Portfolio
Legacy Wealth Management, Inc Performance:
2025 Q3: 3.48%YTD: 5.15%2024: 1.67%
Performance for 2025 Q3 is 3.48%, and YTD is 5.15%, and 2024 is 1.67%.
About Legacy Wealth Management, Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Legacy Wealth Management, Inc reported an equity portfolio of $1.7 Billions as of 30 Sep, 2025.
The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 21.2% of it's portfolio in ISHARES TR and 15.6% of portfolio in ISHARES TR.
The fund managers got completely rid off SOUTHERN CO (SO) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to HARTFORD FDS EXCHANGE TRADED (HCOM), J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 21.2% of it's portfolio in ISHARES TR and 15.6% of portfolio in ISHARES TR.
The fund managers got completely rid off SOUTHERN CO (SO) and PHILIP MORRIS INTL INC (PM) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), MICROSOFT CORP (MSFT) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to HARTFORD FDS EXCHANGE TRADED (HCOM), J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA).
Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Legacy Wealth Management, Inc made a return of 3.48% in the last quarter. In trailing 12 months, it's portfolio return was 5.93%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| hartford fds exchange traded | 9.18 |
| j p morgan exchange traded f | 7.00 |
| schwab strategic tr | 5.8 |
| fidelity merrimack str tr | 4.9 |
| j p morgan exchange traded f | 4.73 |
| schwab strategic tr | 2.56 |
| schwab strategic tr | 1.78 |
| ishares tr | 1.41 |
Additions to existing portfolio by Legacy Wealth Management, Inc
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -74.75 |
| microsoft corp | -37.87 |
| schwab strategic tr | -21.16 |
| ishares tr | -15.32 |
| schwab strategic tr | -4.34 |
| spdr s&p 500 etf tr | -2.8 |
| schwab strategic tr | -2.62 |
| ishares tr | -1.82 |
Legacy Wealth Management, Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| southern co | -380,452 |
| philip morris intl inc | -207,810 |
Legacy Wealth Management, Inc got rid off the above stocks
Sector Distribution
Legacy Wealth Management, Inc has about 99.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.9 |
Market Cap. Distribution
Legacy Wealth Management, Inc has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.9 |
Stocks belong to which Index?
About 0% of the stocks held by Legacy Wealth Management, Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.9 |
Legacy Wealth Management, Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Legacy Wealth Management, Inc
Legacy Wealth Management, Inc has 29 stocks in it's portfolio. About 92% of the portfolio is in top 10 stocks. T proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Legacy Wealth Management, Inc last quarter.
Last Reported on: 10 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.01 | 975 | 248,264 | reduced | -74.75 | ||
| BBAX | j p morgan exchange traded f | 9.93 | 3,546,970 | 168,659,000 | added | 7.00 | ||
| BBAX | j p morgan exchange traded f | 4.62 | 1,548,240 | 78,542,100 | added | 4.73 | ||
| DFAC | dimensional etf trust | 0.01 | 5,951 | 229,530 | unchanged | 0.00 | ||
| FBND | fidelity merrimack str tr | 8.85 | 3,249,610 | 150,262,000 | added | 4.9 | ||
| FNDA | schwab strategic tr | 12.03 | 6,361,640 | 204,336,000 | reduced | -4.34 | ||
| FNDA | schwab strategic tr | 7.34 | 4,204,740 | 124,628,000 | added | 0.55 | ||
| FNDA | schwab strategic tr | 3.54 | 2,282,260 | 60,114,600 | reduced | -2.62 | ||
| FNDA | schwab strategic tr | 1.46 | 890,688 | 24,850,200 | reduced | -21.16 | ||
| FNDA | schwab strategic tr | 0.06 | 38,461 | 988,832 | added | 1.78 | ||
| FNDA | schwab strategic tr | 0.05 | 35,068 | 898,091 | added | 2.56 | ||
| FNDA | schwab strategic tr | 0.04 | 31,578 | 741,136 | added | 5.8 | ||
| HCOM | hartford fds exchange traded | 1.26 | 547,484 | 21,335,500 | added | 9.18 | ||
| IBCE | ishares tr | 3.71 | 764,113 | 63,100,500 | reduced | -1.19 | ||
| IJR | ishares tr | 21.18 | 537,532 | 359,770,000 | added | 1.41 | ||
| IJR | ishares tr | 15.55 | 722,592 | 264,093,000 | reduced | -0.86 | ||
| IJR | ishares tr | 5.29 | 1,375,900 | 89,791,000 | reduced | -0.93 | ||
| IJR | ishares tr | 2.94 | 419,736 | 49,877,200 | reduced | -15.32 | ||
| IJR | ishares tr | 0.78 | 55,001 | 13,308,000 | reduced | -1.82 | ||
| IJR | ishares tr | 0.23 | 38,944 | 3,904,140 | reduced | -1.69 | ||