13F-HR 1 lega1q2011.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: March 31, 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 May 12, 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: 7 Form 13F Information Table Value Total: $186,914 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 204 2441 SH Sole 0 0 2441 ISHARES INC MSCI PAC J IDX 464286665 19437 402348 SH Sole 18301 0 384047 ISHARES TR RUSSELL1000VAL 464287598 16966 247059 SH Sole 14630 0 232429 ISHARES TR RUSSELL 1000 464287622 86770 1174625 SH Sole 49252 0 1125373 ISHARES TR RUSSELL 2000 464287655 45087 535670 SH Sole 24142 0 511528 VANGUARD INDEX FDS STK MRK ETF 922908769 1490 21681 SH Sole 0 0 21681 VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 16960 346466 SH Sole 15100 0 331366