Legacy Wealth Management, Inc

Q4 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$1,735,365
Net value change ($000)
+36,879 (2.2%)
New positions
2
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 13,135 3.7%
JCPB 7,945 4.7%
FBND 7,029 4.7%
SCHM 5,249 4.2%
JPST 3,989 5.1%
HMOP 1,990 9.3%
IWB 1,227 0.5%
IXUS 668 1.1%
IJR 461 0.9%
VOO 280 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHK -3,680 -1.8%
SCHA -750 -3.0%
SCHX -747 -1.2%
IJH -691 -0.8%
IWM -92 -0.7%
T -46 -9.0%
SCHZ -38 -5.1%
AGG -14 -0.4%
MSFT -13 -4.8%
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