Legacy Wealth Management, LLC / MS
Latest statistics and disclosures from Legacy Wealth Management, LLC / MS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, AAPL, SPYM, MSFT, and represent 54.54% of Legacy Wealth Management, LLC / MS's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$11M), AMAT, MU, SPFI, WDC, HON, CAT, AMD, HONA, VGT.
- Started 16 new stock positions in AZN, FITB, SPFI, CAT, MAS, GS, WDC, HON, IWM, FTNT. DAL, AMD, LEN, CRWD, AMAT, HONA.
- Reduced shares in these 10 stocks: PLTR (-$5.4M), Honeywell International, IQV, PANW, NVDA, GOOGL, V, TMO, MCD, AXP.
- Sold out of its positions in AXP, KO, Honeywell International, EFA, PLTR, PM, SHEL, GDXY.
- Legacy Wealth Management, LLC / MS was a net seller of stock by $-365k.
- Legacy Wealth Management, LLC / MS has $390M in assets under management (AUM), dropping by 11.03%.
- Central Index Key (CIK): 0002047443
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Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 114 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.5 | $72M | 360k | 200.09 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 16.8 | $65M | 87k | 746.77 |
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| Apple (AAPL) | 8.2 | $32M | 110k | 289.36 |
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| Spdr Series Trust St Str P500etf (SPYM) | 6.8 | $27M | +69% | 303k | 87.88 |
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| Microsoft Corporation (MSFT) | 4.3 | $17M | 45k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $14M | -7% | 40k | 357.37 |
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| Palo Alto Networks (PANW) | 2.6 | $10M | -11% | 30k | 341.02 |
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| Wal-Mart Stores (WMT) | 2.1 | $8.1M | -8% | 72k | 113.26 |
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| Amazon (AMZN) | 1.8 | $6.8M | -5% | 29k | 238.34 |
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| Raytheon Technologies Corp (RTX) | 1.7 | $6.8M | 36k | 189.73 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $6.4M | +9% | 72k | 89.20 |
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| Visa Com Cl A (V) | 1.6 | $6.1M | -14% | 18k | 343.09 |
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| TJX Companies (TJX) | 1.3 | $5.0M | -11% | 33k | 151.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $4.3M | 12k | 370.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.3M | -3% | 12k | 353.32 |
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| Micron Technology (MU) | 1.1 | $4.1M | +73% | 3.5k | 1154.29 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $3.9M | +18% | 37k | 103.05 |
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| L3harris Technologies (LHX) | 0.9 | $3.5M | -9% | 12k | 290.58 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.5M | 3.7k | 935.36 |
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| Bank of America Corporation (BAC) | 0.9 | $3.4M | 59k | 56.98 |
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| Chubb (CB) | 0.9 | $3.3M | -16% | 9.8k | 340.74 |
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| Broadcom (AVGO) | 0.8 | $3.3M | +7% | 8.7k | 377.75 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $3.2M | -20% | 9.9k | 327.33 |
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| Meta Platforms Cl A (META) | 0.8 | $3.1M | +8% | 5.5k | 563.29 |
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| Arthur J. Gallagher & Co. (AJG) | 0.6 | $2.4M | -21% | 11k | 229.57 |
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| Hubbell (HUBB) | 0.6 | $2.3M | 4.4k | 523.21 |
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| Stryker Corporation (SYK) | 0.6 | $2.3M | -16% | 7.3k | 314.86 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $2.1M | -31% | 4.2k | 501.36 |
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| IDEX Corporation (IEX) | 0.5 | $2.0M | -2% | 8.8k | 226.95 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.8M | -2% | 99k | 18.57 |
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| Boston Scientific Corporation (BSX) | 0.5 | $1.8M | -17% | 43k | 42.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.8M | +8% | 8.6k | 212.77 |
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| Abbott Laboratories (ABT) | 0.5 | $1.8M | -17% | 20k | 90.74 |
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| Applied Materials (AMAT) | 0.5 | $1.8M | NEW | 2.5k | 723.00 |
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| Danaher Corporation (DHR) | 0.4 | $1.8M | -13% | 9.2k | 190.48 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 12k | 136.72 |
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| Lowe's Companies (LOW) | 0.4 | $1.7M | 7.7k | 220.49 |
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| South Plains Financial (SPFI) | 0.4 | $1.7M | NEW | 39k | 43.09 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.5M | -13% | 5.6k | 272.00 |
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| Iqvia Holdings (IQV) | 0.4 | $1.5M | -53% | 7.8k | 193.22 |
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| Intel Corporation (INTC) | 0.4 | $1.5M | +47% | 10k | 139.63 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.3M | +65% | 3.1k | 433.32 |
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| Equitable Holdings (EQH) | 0.3 | $1.3M | -25% | 29k | 43.88 |
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| Tesla Motors (TSLA) | 0.3 | $1.2M | -25% | 3.0k | 420.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | 1.6k | 686.81 |
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| Ge Vernova (GEV) | 0.3 | $1.0M | +5% | 884.00 | 1175.22 |
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| Western Digital (WDC) | 0.3 | $1.0M | NEW | 1.6k | 638.72 |
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| At&t (T) | 0.3 | $1.0M | -7% | 49k | 20.70 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.3 | $1.0M | +22% | 61k | 16.39 |
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| ConocoPhillips (COP) | 0.2 | $968k | -8% | 9.3k | 103.96 |
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| Honeywell International (HON) | 0.2 | $948k | NEW | 4.2k | 223.89 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $933k | 46k | 20.37 |
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| UnitedHealth (UNH) | 0.2 | $918k | -43% | 2.2k | 415.63 |
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| Chevron Corporation (CVX) | 0.2 | $903k | -13% | 5.4k | 165.76 |
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| Caterpillar (CAT) | 0.2 | $898k | NEW | 843.00 | 1064.90 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $877k | +151% | 14k | 62.89 |
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| Advanced Micro Devices (AMD) | 0.2 | $866k | NEW | 1.5k | 580.91 |
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| Honeywell Aerospace (HONA) | 0.2 | $858k | NEW | 3.9k | 221.05 |
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| Servicenow (NOW) | 0.2 | $805k | -3% | 8.1k | 99.28 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $789k | 2.2k | 365.95 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $768k | +700% | 6.4k | 119.52 |
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| Thrivent Etf Trust Smal Mid Cap Etf (TSME) | 0.2 | $759k | 15k | 52.37 |
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| Linde SHS (LIN) | 0.2 | $746k | 1.4k | 518.94 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $741k | 55k | 13.44 |
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| Amgen (AMGN) | 0.2 | $713k | 2.0k | 362.12 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $698k | 51k | 13.62 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $696k | +21% | 42k | 16.65 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $665k | +43% | 5.7k | 117.66 |
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| Fortive (FTV) | 0.2 | $653k | -19% | 11k | 61.09 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $642k | -36% | 1.6k | 397.68 |
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| Fifth Third Ban (FITB) | 0.2 | $617k | NEW | 11k | 56.37 |
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| Cisco Systems (CSCO) | 0.2 | $586k | 5.0k | 117.46 |
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| Blackrock (BLK) | 0.1 | $582k | 605.00 | 961.81 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $516k | +75% | 25k | 20.51 |
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| McDonald's Corporation (MCD) | 0.1 | $500k | -65% | 1.9k | 270.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $482k | 1.4k | 334.72 |
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| Trustmark Corporation (TRMK) | 0.1 | $474k | 10k | 46.01 |
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| Kkr & Co (KKR) | 0.1 | $463k | 5.0k | 91.78 |
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| Leidos Holdings (LDOS) | 0.1 | $446k | 4.3k | 102.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $443k | +8% | 369.00 | 1199.43 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $430k | 7.0k | 61.46 |
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| Nextera Energy (NEE) | 0.1 | $419k | 4.8k | 87.77 |
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| Delta Air Lines Com New (DAL) | 0.1 | $414k | NEW | 4.4k | 93.66 |
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| Home Depot (HD) | 0.1 | $404k | 1.1k | 352.75 |
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| Tidal Trust Ii Yield Unive Etfs (YMAX) | 0.1 | $390k | +107% | 48k | 8.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $390k | NEW | 511.00 | 763.14 |
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| Avery Dennison Corporation (AVY) | 0.1 | $364k | 2.2k | 162.35 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $362k | 3.3k | 110.31 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $360k | +15% | 6.5k | 55.50 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $358k | -2% | 875.00 | 409.50 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $354k | 18k | 19.62 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $354k | 6.3k | 56.48 |
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| Johnson & Johnson (JNJ) | 0.1 | $344k | 1.4k | 253.89 |
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| Keurig Dr Pepper (KDP) | 0.1 | $344k | -43% | 11k | 32.73 |
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| EastGroup Properties (EGP) | 0.1 | $337k | 1.7k | 202.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $334k | -54% | 668.00 | 500.39 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $324k | 1.2k | 281.03 |
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| Fortinet (FTNT) | 0.1 | $313k | NEW | 2.0k | 153.62 |
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| Astrazeneca Ord (AZN) | 0.1 | $308k | NEW | 1.6k | 189.62 |
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| Oracle Corporation (ORCL) | 0.1 | $304k | +7% | 2.1k | 146.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $297k | 403.00 | 736.27 |
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| Masco Corporation (MAS) | 0.1 | $294k | NEW | 3.6k | 81.37 |
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| Lennar Corp Cl A (LEN) | 0.1 | $294k | NEW | 3.3k | 90.49 |
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| Analog Devices (ADI) | 0.1 | $281k | 708.00 | 397.17 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $271k | 3.0k | 90.79 |
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| Zoetis Cl A (ZTS) | 0.1 | $257k | -50% | 3.6k | 71.86 |
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| Abbvie (ABBV) | 0.1 | $255k | +8% | 1.0k | 251.53 |
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| Cigna Corp (CI) | 0.1 | $250k | +9% | 907.00 | 275.68 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $250k | 4.7k | 53.08 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $234k | NEW | 778.00 | 300.29 |
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| Ametek (AME) | 0.1 | $230k | -65% | 950.00 | 241.94 |
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| Goldman Sachs (GS) | 0.1 | $205k | NEW | 203.00 | 1011.37 |
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| S&p Global (SPGI) | 0.1 | $204k | 500.00 | 407.26 |
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| Gabelli Equity Trust (GAB) | 0.0 | $182k | 32k | 5.66 |
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Past Filings by Legacy Wealth Management, LLC / MS
SEC 13F filings are viewable for Legacy Wealth Management, LLC / MS going back to 2024
- Legacy Wealth Management, LLC / MS 2026 Q2 filed July 8, 2026
- Legacy Wealth Management, LLC / MS 2026 Q1 filed April 10, 2026
- Legacy Wealth Management, LLC / MS 2025 Q4 filed Jan. 5, 2026
- Legacy Wealth Management, LLC / MS 2025 Q3 filed Oct. 23, 2025
- Legacy Wealth Management, LLC / MS 2025 Q2 filed July 1, 2025
- Legacy Wealth Management, LLC / MS 2025 Q1 filed April 3, 2025
- Legacy Wealth Management, LLC / MS 2024 Q4 filed Jan. 6, 2025
- Legacy Wealth Management, LLC / MS 2024 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2019 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q1 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q2 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q1 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q2 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q3 filed Dec. 12, 2024