0001085146-11-000851.txt : 20110810 0001085146-11-000851.hdr.sgml : 20110810 20110809215152 ACCESSION NUMBER: 0001085146-11-000851 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110810 DATE AS OF CHANGE: 20110809 EFFECTIVENESS DATE: 20110810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Wealth Management, Inc CENTRAL INDEX KEY: 0001488921 IRS NUMBER: 621132313 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13906 FILM NUMBER: 111022461 BUSINESS ADDRESS: STREET 1: 6800 POPLAR AVE. SUITE 101 CITY: MEMPHIS STATE: TN ZIP: 38138 BUSINESS PHONE: 901-758-9006 MAIL ADDRESS: STREET 1: 6800 POPLAR AVE. SUITE 101 CITY: MEMPHIS STATE: TN ZIP: 38138 13F-HR 1 lega2q2011.txt LEGACY WEALTH MANAGEMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Legacy Wealth Management Address: 6800 Poplar Ave. Suite 101 Memphis, TN 38138 13F File Number: 028-13906 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Cathy Simmons Title: Chief Compliance Officer Phone: 901-758-9006 Signature, Place, and Date of Signing: /s/ Cathy Simmons Memphis, TN August 09, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 8 Form 13F Information Table Value Total: $221,263 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ISHARES INC MSCI PAC J IDX 464286665 20655 433843 SH Sole 19468 0 414375 ISHARES TR RUSSELL MCP GR 464287481 1009 16325 SH Sole 0 0 16325 ISHARES TR RUSSELL1000VAL 464287598 32953 482609 SH Sole 19114 0 463495 ISHARES TR RUSSELL 1000 464287622 101219 1369864 SH Sole 56613 0 1313251 ISHARES TR RUSSELL 2000 464287655 45054 544129 SH Sole 24318 0 519811 SPDR S&P 500 ETF TR TR UNIT 78462f103 1645 12465 SH Sole 0 0 12465 VANGUARD INDEX FDS STK MRK ETF 922908769 1483 21681 SH Sole 0 0 21681 VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 17245 354686 SH Sole 16228 0 338458