Legacy Wealth Management, Inc

RIA/Wealth

Legacy Wealth Management, Inc is a RIA/Wealth based in Clinton Township, MI led by Duncan L Miller, reporting $2.4B in AUM as of Q3 2025 with 100% ETF concentration, 92% concentrated in top 10 holdings, and 21% allocation to IVV.

CEODuncan L Miller

Portfolio Value: $1.7B
Positions: 29
Top Holding: IVV at 21.18%
Last Reported: Q3 2025

Address41700 Hayes Road Suite A, Clinton Township, MI, 48038, United States

Top Holdings

Largest long holdings in Legacy Wealth Management, Inc's portfolio (92% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$359.8M	21.18%	+$5.0M Bought	— 537.5K shares	Q1 2021 Held for 4y 8m
2 iShares Russell 1000 IWB	ETF ETF	$264.1M	15.55%	-$2.3M Sold	— 722.6K shares	≤ Q2 2013 Held for 12y 5m+
3 Schwab 1000 Index ETF SCHK	ETF ETF	$204.3M	12.03%	-$9.3M Sold	— 6.4M shares	Q1 2024 Held for 1y 8m
4 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$168.7M	9.93%	+$11.0M Bought	— 3.5M shares	Q2 2022 Held for 3y 5m
5 Fidelity Total Bond FBND	ETF ETF	$150.3M	8.85%	+$7.0M Bought	— 3.2M shares	Q3 2023 Held for 2y 2m
6 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$124.6M	7.34%	+$675.9K Bought	— 4.2M shares	Q4 2014 Held for 10y 11m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$89.8M	5.29%	-$842.8K Sold	— 1.4M shares	Q4 2014 Held for 10y 11m
8 JPMorgan Ultra-Short Income JPST	ETF ETF	$78.5M	4.62%	+$3.5M Bought	— 1.5M shares	Q2 2022 Held for 3y 5m
9 iShares Core MSCI Total International Stock IXUS	ETF ETF	$63.1M	3.72%	-$761.8K Sold	— 764.1K shares	Q4 2023 Held for 1y 11m
10 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$60.1M	3.54%	-$1.6M Sold	— 2.3M shares	Q3 2014 Held for 11y 2m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Wealth Management, Inc's latest filing

See all changes

GthenC

Market Value

$1.7B

Prior: $1.6B

Q/Q Change

+5.64%

+$90.6M

Net Flows % of MV

-0.195%

Turnover Ratio

1.81%

New Purchases

0 stocks

Added To

11 stocks

+$29.2M

Sold Out Of

2 stocks

$588.3K

Reduced Holdings

15 stocks

-$31.9M

Increased Positions

Position	Shares Δ	Change
1 Hartford Municipal Opportunities HMOP	+9.18%	501.4K → 547.5K +$1.8M
2 JCPB JPMorgan Core Plus Bond JCPB	+7.0%	3.3M → 3.5M +$11.0M
3 SCHZ Schwab US Aggregate Bond SCHZ	+5.8%	29.8K → 31.6K +$40.7K
4 Fidelity Total Bond FBND	+4.9%	3.1M → 3.2M +$7.0M
5 JPMorgan Ultra-Short Income JPST	+4.73%	1.5M → 1.5M +$3.5M

Decreased Positions

Position	Shares Δ	Change
1 Southern Company SO	Sold	4.1K → 0 −$380.5K
2 Philip Morris International PM	Sold	1.1K → 0 −$207.8K
3 Apple AAPL	-74.75%	3.9K → 975.0 −$735.1K
4 Microsoft MSFT	-37.87%	845.0 → 525.0 −$165.7K
5 Schwab U.S. Small-Cap ETF SCHA	-21.16%	1.1M → 890.7K −$6.7M