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Cathy Simmons

Legacy Wealth Management, Llc

Assets Managed
$1.911B
Holdings
30
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.47%(2Q avg: 5.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 30 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.911B in assets, with a quarterly growth rate of 11.47% and a 2-quarter average growth rate of 5.14%. The portfolio is managed by Cathy Simmons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.28%
22.13%
$422.908M
564,713 shares@ $748.9 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.78%
15.06%
$287.72M
702,613 shares@ $409.51 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 57.03%
13.08%
$249.987M
5.495M shares@ $45.5 avg price
SCHK
Schwab 1000 Index Etf
Recent Activity
Decreased -2.53%
11.04%
$210.89M
5.848M shares@ $36.06 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.92%
9.97%
$190.467M
4.058M shares@ $46.94 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -0.77%
8.27%
$158.042M
4.286M shares@ $36.87 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.68%
5.26%
$100.39M
1.302M shares@ $77.11 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -1.5%
3.64%
$69.549M
728,716 shares@ $95.44 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -5.47%
3.33%
$63.524M
2.158M shares@ $29.44 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.23%
3.18%
$60.707M
409,323 shares@ $148.32 avg price

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