Sign In
test

Cathy Simmons

Legacy Wealth Management, Llc

Assets Managed
$1.715B
Holdings
30
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-1.19%(2Q avg: 0.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Management, Llc's 2026 - Q1 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.715B in assets, with a quarterly growth rate of -1.19% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by Cathy Simmons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.42%
21.25%
$364.225M
557,593 shares@ $653.21 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.31%
14.73%
$252.517M
708,202 shares@ $356.57 avg price
SCHK
Schwab 1000 Index Etf
Recent Activity
Decreased -1.91%
10.97%
$187.997M
6.001M shares@ $31.33 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 3.7%
10.62%
$182.088M
3.868M shares@ $47.08 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 2.44%
9.32%
$159.656M
3.5M shares@ $45.63 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.03%
7.81%
$133.75M
4.32M shares@ $30.96 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.9%
5.22%
$89.427M
1.324M shares@ $67.54 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 2.15%
4.92%
$84.333M
1.666M shares@ $50.61 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -1.8%
3.74%
$64.097M
739,814 shares@ $86.65 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 3.51%
3.42%
$58.548M
2.283M shares@ $25.65 avg price

1-10 of 30