Notify me when Legacy Wealth Management, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 31 | $1,735,365,288 | +$31,480,440 | -$18,941,547 | +$12,538,893 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 20 Jan 2026, 21:50 |
| Q3 2025 | 29 | $1,698,485,934 | +$29,170,687 | -$32,482,689 | -$3,312,002 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 10 Oct 2025, 14:49 |
| Q2 2025 | 31 | $1,607,866,738 | +$26,040,810 | -$25,391,661 | +$649,149 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 17 Jul 2025, 17:08 |
| Q1 2025 | 40 | $1,500,698,583 | +$8,725,899 | -$14,666,286 | -$5,940,387 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 24 Apr 2025, 18:54 |
| Q4 2024 | 42 | $1,557,773,279 | +$250,650,565 | -$7,233,784 | +$243,416,781 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 21 Jan 2025, 11:45 |
| Q3 2024 | 44 | $1,543,192,180 | +$95,547,207 | -$8,579,997 | +$86,967,210 | IVV, IWB, SCHK, JCPB, FBND | 13F-HR | 24 Oct 2024, 17:54 |
| Q2 2024 | 23 | $1,381,763,054 | +$18,647,746 | -$6,760,366 | +$11,887,380 | IVV, IWB, SCHK, FBND, JCPB | 13F-HR | 12 Jul 2024, 15:05 |
| Q1 2024 | 25 | $1,356,558,947 | +$346,594,728 | -$260,375,727 | +$86,219,001 | IVV, IWB, SCHK, FBND, JCPB | 13F-HR | 12 Apr 2024, 14:16 |
| Q4 2023 | 22 | $1,262,895,560 | +$14,409,964 | -$8,213,287 | +$6,196,677 | SCHK, IWB, FBND, JCPB, SCHM | 13F-HR | 23 Jan 2024, 14:03 |
| Q3 2023 | 19 | $1,144,192,026 | +$127,211,491 | -$125,267,669 | +$1,943,822 | SCHK, IWB, FBND, JCPB, SCHM | 13F-HR | 24 Oct 2023, 21:30 |
| Q2 2023 | 19 | $1,181,416,051 | +$10,935,731 | -$4,075,977 | +$6,859,754 | SCHK, IWB, JPST, JCPB, SCHM | 13F-HR | 17 Jul 2023, 21:48 |
| Q1 2023 | 19 | $1,118,402,317 | +$77,514,856 | -$51,961,100 | +$25,553,756 | SCHK, IWB, JPST, JCPB, SCHM | 13F-HR | 11 Apr 2023, 15:25 |
| Q4 2022 | 19 | $1,045,541,633 | +$74,786,759 | -$44,571,855 | +$30,214,904 | SCHK, JPST, IWB, SCHM, IJH | 13F-HR | 17 Jan 2023, 21:37 |
| Q3 2022 | 19 | $962,867,000 | +$263,648,531 | -$87,167,877 | +$176,480,654 | SCHK, JPST, IWB, SCHM, IJH | 13F-HR | 11 Oct 2022, 20:03 |
| Q2 2022 | 19 | $817,834,000 | +$150,027,086 | -$26,738,338 | +$123,288,748 | SCHK, IWB, SCHM, SCHG, JPST | 13F-HR | 22 Jul 2022, 16:11 |
| Q1 2022 | 16 | $837,964,000 | +$100,650,597 | -$16,914,944 | +$83,735,653 | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 27 Apr 2022, 17:16 |
| Q4 2021 | 19 | $872,065,000 | +$18,371,237 | -$8,801,402 | +$9,569,835 | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 18 Jan 2022, 18:46 |
| Q3 2021 | 17 | $796,937,000 | +$12,153,793 | -$6,756,033 | +$5,397,760 | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 15 Oct 2021, 15:53 |
| Q2 2021 | 16 | $797,378,000 | +$4,693,394 | -$11,501,526 | -$6,808,132 | IWB, SCHK, SCHG, SCHM, IJH | 13F-HR | 13 Jul 2021, 20:41 |
| Q1 2021 | 15 | $748,990,000 | +$3,453,129 | -$61,407,045 | -$57,953,916 | IWB, SCHK, IJH, SCHG, SCHM | 13F-HR | 20 Apr 2021, 15:13 |
| Q4 2020 | 13 | $753,329,000 | +$2,274,583 | -$12,458,259 | -$10,183,676 | IWB, SCHK, SCHG, IJH, SCHM | 13F-HR | 29 Jan 2021, 11:23 |
| Q3 2020 | 13 | $654,442,000 | +$873,818 | -$8,169,952 | -$7,296,134 | IWB, SCHK, SCHG, IJH, SCHM | 13F-HR | 14 Oct 2020, 12:17 |
| Q2 2020 | 13 | $612,332,000 | +$71,182,000 | -$132,817,181 | -$61,635,181 | IWB, SCHK, IJH, SCHG, SCHM | 13F-HR | 27 Jul 2020, 17:34 |
| Q1 2020 | 11 | $550,607,000 | +$72,737,132 | -$19,041,083 | +$53,696,049 | SCHK, IWB, IJH, SCHM, SCHA | 13F-HR | 09 Apr 2020, 09:23 |
| Q4 2019 | 13 | $659,184,000 | +$5,480,133 | -$4,904,749 | +$575,384 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 30 Jan 2020, 12:04 |
| Q3 2019 | 12 | $610,905,000 | +$56,495,142 | -$2,361,114 | +$54,134,028 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 09 Oct 2019, 15:55 |
| Q2 2019 | 12 | $554,695,000 | +$27,363,852 | -$2,545,039 | +$24,818,813 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 16 Jul 2019, 19:46 |
| Q1 2019 | 11 | $513,579,000 | +$64,088,099 | -$63,055,398 | +$1,032,701 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 22 Apr 2019, 16:53 |
| Q4 2018 | 18 | $454,616,000 | +$57,655,229 | -$23,491,879 | +$34,163,350 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 05 Feb 2019, 17:40 |
| Q3 2018 | 12 | $498,932,000 | +$67,906,090 | -$18,767,599 | +$49,138,491 | IWB, SCHK, IJH, SCHM, IJR | 13F-HR | 10 Oct 2018, 17:06 |
| Q2 2018 | 13 | $425,716,000 | +$15,873,590 | -$13,404,364 | +$2,469,226 | IWB, SCHK, IJH, SCHM, IWM | 13F-HR | 16 Jul 2018, 13:24 |
| Q1 2018 | 13 | $407,753,000 | +$58,286,080 | -$61,680,905 | -$3,394,825 | IWB, IJH, SCHK, SCHM, IWM | 13F-HR | 20 Apr 2018, 08:17 |
| Q4 2017 | 11 | $415,620,000 | +$4,131,418 | -$4,843,528 | -$712,110 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 18 Jan 2018, 13:16 |
| Q3 2017 | 10 | $392,898,000 | +$1,028,567 | -$36,317,400 | -$35,288,833 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 12 Oct 2017, 10:07 |
| Q2 2017 | 10 | $413,729,000 | +$5,192,312 | -$1,693 | +$5,190,619 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 25 Jul 2017, 08:37 |
| Q1 2017 | 10 | $398,342,000 | +$3,073,465 | -$3,322,024 | -$248,559 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 18 Apr 2017, 20:57 |
| Q4 2016 | 79 | $380,945,499 | +$2,886,782 | -$5,142,756 | -$2,255,974 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 03 Feb 2017, 19:15 |
| Q3 2016 | 12 | $366,817,000 | +$25,225,393 | -$8,811,308 | +$16,414,085 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 18 Oct 2016, 09:48 |
| Q2 2016 | 9 | $338,379,000 | +$1,194,419 | -$4,800,037 | -$3,605,618 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 04 Aug 2016, 15:41 |
| Q1 2016 | 7 | $332,502,000 | +$13,100,128 | -$40,348,259 | -$27,248,131 | IWB, IJH, SCHM, IWM, VTI | 13F-HR | 04 May 2016, 19:20 |
| Q4 2015 | 11 | $356,466,000 | +$82,367,844 | $0 | +$82,367,844 | IWB, IJH, SCHM, IWM, EFA | 13F-HR | 08 Feb 2016, 18:36 |
| Q3 2015 | 7 | $261,862,000 | +$38,635,199 | -$381,718 | +$38,253,481 | IWB, IJH, SCHM, IWM, SPY | 13F-HR | 05 Nov 2015, 20:55 |
| Q2 2015 | 7 | $244,079,000 | +$4,309,152 | -$820,580 | +$3,488,572 | IWB, IJH, IWM, SCHM, VTI | 13F-HR | 17 Jul 2015, 17:17 |
| Q1 2015 | 7 | $240,635,000 | +$2,757,916 | -$45,523,069 | -$42,765,153 | IWB, IWM, IJH, SCHM, VTI | 13F-HR | 09 Apr 2015, 20:37 |
| Q4 2014 | 8 | $278,875,000 | +$71,605,928 | -$5,536,261 | +$66,069,667 | IWB, IXUS, IWM, IJH, SCHM | 13F-HR | 23 Jan 2015, 21:13 |
| Q3 2014 | 6 | $206,338,000 | +$246,788 | -$2,251,070 | -$2,004,282 | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 24 Oct 2014, 18:13 |
| Q2 2014 | 5 | $212,573,000 | +$32,981 | -$2,264,682 | -$2,231,701 | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 28 Jul 2014, 15:46 |
| Q1 2014 | 5 | $205,712,000 | +$59,524,408 | -$52,519,189 | +$7,005,219 | IWB, IXUS, IWM, VTI, SPY | 13F-HR | 29 Apr 2014, 18:23 |
| Q4 2013 | 7 | $196,756,000 | $0 | $0 | $0 | IWB, HDV, IWM, VWO, IXUS | 13F-HR | 28 Jan 2014, 18:49 |