Latest Legacy Wealth Management, Inc Stock Portfolio

Legacy Wealth Management, Inc Performance:

2025 Q4: 1.4%YTD: 10.92%2024: -21.05%

Performance for 2025 Q4 is 1.4%, and YTD is 10.92%, and 2024 is -21.05%.

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 31 Dec, 2025.

The top stock holdings of Legacy Wealth Management, Inc are IJR, IJR, FNDA. The fund has invested 21.5% of it's portfolio in ISHARES TR and 15.3% of portfolio in ISHARES TR.

They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and ISHARES TR (IBCE). Legacy Wealth Management, Inc opened new stock positions in VANGUARD INDEX FDS (VB) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), APPLE INC (AAPL) and NVIDIA CORPORATION (NVDA).

Legacy Wealth Management, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Wealth Management, Inc made a return of 1.4% in the last quarter. In trailing 12 months, it's portfolio return was 10.92%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	280,247
alphabet inc	253,843

New stocks bought by Legacy Wealth Management, Inc

Additions

Ticker	% Inc.
ishares tr	31.91
apple inc	26.97
ishares tr	14.29
nvidia corporation	9.82
hartford fds exchange traded	8.93
j p morgan exchange traded f	5.37
j p morgan exchange traded f	5.15
dimensional etf trust	5.13

Additions to existing portfolio by Legacy Wealth Management, Inc

Reductions

Ticker	% Reduced
schwab strategic tr	-4.99
schwab strategic tr	-4.76
schwab strategic tr	-3.84
schwab strategic tr	-3.33
ishares tr	-2.39
ishares tr	-1.88
ishares tr	-1.68
ishares tr	-1.4

Legacy Wealth Management, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Legacy Wealth Management, Inc

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

Top 5 Winners (%)		%
AAPL	apple inc	6.0 %
IJR	ishares tr	2.9 %
DFAC	dimensional etf trust	2.6 %
IBCE	ishares tr	2.5 %
SPY	spdr s&p 500 etf tr	2.4 %

Top 5 Winners ($)		$
IJR	ishares tr	8.5 M
IJR	ishares tr	5.7 M
FNDA	schwab strategic tr	4.2 M
FNDA	schwab strategic tr	1.8 M
IBCE	ishares tr	1.6 M

Top 5 Losers (%)		%
T	at&t inc	-11.9 %
MSFT	microsoft corp	-6.6 %
FBND	fidelity merrimack str tr	-0.4 %
FNDA	schwab strategic tr	-0.4 %
BBAX	j p morgan exchange traded f	-0.4 %

Top 5 Losers ($)		$
BBAX	j p morgan exchange traded f	-0.7 M
FBND	fidelity merrimack str tr	-0.7 M
BBAX	j p morgan exchange traded f	-0.2 M
T	at&t inc	-0.1 M
MSFT	microsoft corp	0.0 M

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 31 stocks in it's portfolio. About 92.1% of the portfolio is in top 10 stocks. BBAX 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: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.02	1,238	336,598	added	26.97

BBAX	j p morgan exchange traded f	10.18	3,729,750	176,604,000	added	5.15

BBAX	j p morgan exchange traded f	4.76	1,631,360	82,530,600	added	5.37

DFAC	dimensional etf trust	0.01	6,256	247,675	added	5.13

FBND	fidelity merrimack str tr	9.06	3,416,410	157,291,000	added	5.13

FNDA	schwab strategic tr	11.56	6,117,570	200,656,000	reduced	-3.84

FNDA	schwab strategic tr	7.48	4,319,150	129,877,000	added	2.72

FNDA	schwab strategic tr	3.42	2,206,180	59,368,200	reduced	-3.33

FNDA	schwab strategic tr	1.39	846,199	24,099,700	reduced	-4.99

FNDA	schwab strategic tr	0.06	38,021	997,291	reduced	-1.14

FNDA	schwab strategic tr	0.05	35,068	903,352	unchanged	0.00

FNDA	schwab strategic tr	0.04	30,075	702,853	reduced	-4.76

GOOG	alphabet inc	0.01	811	253,843	new

HCOM	hartford fds exchange traded	1.34	596,389	23,324,800	added	8.93

IBCE	ishares tr	3.67	753,401	63,767,800	reduced	-1.4

IJR	ishares tr	21.49	544,435	372,905,000	added	1.28

IJR	ishares tr	15.29	710,475	265,320,000	reduced	-1.68

IJR	ishares tr	5.13	1,350,000	89,099,700	reduced	-1.88

IJR	ishares tr	2.90	418,852	50,337,700	reduced	-0.21

IJR	ishares tr	0.76	53,689	13,216,000	reduced	-2.39