Legacy Wealth Management, Inc

Q3 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
29
Total value ($000)
$1,698,486
Net value change ($000)
+90,619 (5.6%)
New positions
0
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 30,665 9.3%
IWB 16,597 6.7%
JCPB 12,658 8.1%
FBND 8,542 6.0%
SCHM 7,325 6.2%
SCHK 6,023 3.0%
IJH 3,657 4.2%
JPST 3,621 4.8%
IXUS 3,313 5.5%
SCHX 2,837 5.0%
Top Reduces (Value $000, Stocks/ETFs)
IJR -4,297 -7.9%
SCHA -3,734 -13.1%
AAPL -544 -68.7%
SO -380 -100.0%
PM -208 -100.0%
MSFT -148 -35.2%
AGG -26 -0.7%
T -21 -4.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type