Legacy Wealth Management, Inc
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$1.7B
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +2.4% (544.4k → 557.6k shares)
21.2%
02
$IWB
ISHARES TR
Q4 2025: Sold 1.7% (722.6k → 710.5k shares)
14.7%
03
$SCHK
SCHWAB STRATEGIC TR
Q1 2026: Sold 1.9% (6.12M → 6.00M shares)
11.0%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +3.7% (3.73M → 3.87M shares)
10.6%
05
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Increased +2.4% (3.42M → 3.50M shares)
9.3%
06
$SCHM
SCHWAB STRATEGIC TR
Q4 2025: Increased +2.7% (4.20M → 4.32M shares)
7.8%
07
$IJH
ISHARES TR
Q1 2026: Sold 1.9% (1.35M → 1.32M shares)
5.2%
08
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Increased +2.1% (1.63M → 1.67M shares)
4.9%
09
$IXUS
ISHARES TR
Q1 2026: Sold 1.8% (753.4k → 739.8k shares)
3.7%
10
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Increased +3.5% (2.21M → 2.28M shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.