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, MSFT, SPYM, and represent 51.09% of Legacy Wealth Management, LLC / MS's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$5.6M), AVDV, GOOG, NOW, TSLA, GEV, MU, KDP, BSCV, META.
- Started 15 new stock positions in ADI, AVDV, CI, GEV, INTC, EFA, MU, FCX, BKR, AVDE. LRCX, PM, SHEL, NOW, KDP.
- Reduced shares in these 10 stocks: SPY, MSFT, UNH, DHR, TMO, CB, , BAC, SPSM, IQV.
- Sold out of its positions in A, AstraZeneca, CRWD, BSCQ, IWM, MTDR, RAL, SPSM, WBD.
- Legacy Wealth Management, LLC / MS was a net buyer of stock by $1.2M.
- Legacy Wealth Management, LLC / MS has $351M in assets under management (AUM), dropping by -6.33%.
- Central Index Key (CIK): 0002047443
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Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.2 | $64M | 367k | 174.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.3 | $57M | -4% | 88k | 650.34 |
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| Apple (AAPL) | 7.9 | $28M | 109k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.8 | $17M | -12% | 46k | 370.17 |
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| Spdr Series Trust State Street Spd (SPYM) | 3.9 | $14M | +2% | 179k | 76.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $13M | +2% | 44k | 287.56 |
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| Wal-Mart Stores (WMT) | 2.8 | $9.8M | 79k | 124.28 |
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| Raytheon Technologies Corp (RTX) | 2.0 | $7.0M | 36k | 192.90 |
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| Amazon (AMZN) | 1.8 | $6.3M | -4% | 30k | 208.27 |
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| Visa Com Cl A (V) | 1.8 | $6.3M | 21k | 302.24 |
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| TJX Companies (TJX) | 1.7 | $6.0M | 37k | 159.70 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $5.6M | NEW | 65k | 84.84 |
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| Palo Alto Networks (PANW) | 1.6 | $5.5M | -8% | 34k | 160.32 |
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| Palantir Technologies Cl A (PLTR) | 1.5 | $5.4M | +6% | 37k | 146.28 |
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| L3harris Technologies (LHX) | 1.3 | $4.6M | 13k | 345.16 |
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| Chubb (CB) | 1.1 | $3.8M | -20% | 12k | 325.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $3.8M | -3% | 12k | 320.81 |
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| Costco Wholesale Corporation (COST) | 1.1 | $3.7M | 3.7k | 996.54 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.7M | 13k | 294.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.6M | +37% | 13k | 286.87 |
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| Boston Scientific Corporation (BSX) | 0.9 | $3.3M | +4% | 52k | 62.75 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.9 | $3.1M | NEW | 31k | 99.86 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $3.0M | -24% | 6.1k | 491.53 |
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| Bank of America Corporation (BAC) | 0.8 | $2.9M | -21% | 60k | 48.75 |
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| Arthur J. Gallagher & Co. (AJG) | 0.8 | $2.9M | 14k | 216.58 |
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| Meta Platforms Cl A (META) | 0.8 | $2.9M | +16% | 5.1k | 572.13 |
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| Stryker Corporation (SYK) | 0.8 | $2.9M | 8.7k | 328.59 |
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| Iqvia Holdings (IQV) | 0.8 | $2.8M | -19% | 17k | 170.54 |
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| Broadcom (AVGO) | 0.7 | $2.5M | 8.1k | 309.49 |
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| Abbott Laboratories (ABT) | 0.7 | $2.4M | 24k | 102.67 |
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| Hubbell (HUBB) | 0.6 | $2.2M | 4.5k | 490.70 |
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| Honeywell International (HON) | 0.6 | $2.2M | -23% | 9.7k | 226.03 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | 12k | 169.66 |
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| Danaher Corporation (DHR) | 0.6 | $2.0M | -37% | 11k | 189.60 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.9M | +4% | 102k | 18.66 |
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| Lowe's Companies (LOW) | 0.5 | $1.8M | 7.7k | 236.28 |
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| IDEX Corporation (IEX) | 0.5 | $1.7M | -6% | 9.0k | 189.55 |
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| McDonald's Corporation (MCD) | 0.5 | $1.7M | 5.3k | 310.80 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.6M | -4% | 6.5k | 242.62 |
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| At&t (T) | 0.4 | $1.5M | -2% | 53k | 28.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.5M | +20% | 7.9k | 191.92 |
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| Tesla Motors (TSLA) | 0.4 | $1.5M | +109% | 4.0k | 371.75 |
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| Equitable Holdings (EQH) | 0.4 | $1.5M | 39k | 37.11 |
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| ConocoPhillips (COP) | 0.4 | $1.3M | -10% | 10k | 132.00 |
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| Chevron Corporation (CVX) | 0.4 | $1.3M | +26% | 6.3k | 206.91 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.2M | +23% | 2.5k | 460.99 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | -56% | 3.9k | 270.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $981k | 1.6k | 597.55 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $951k | 47k | 20.42 |
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| American Express Company (AXP) | 0.3 | $924k | 3.1k | 302.48 |
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| Servicenow (NOW) | 0.2 | $875k | NEW | 8.4k | 104.55 |
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| Zoetis Cl A (ZTS) | 0.2 | $853k | -17% | 7.2k | 118.21 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.2 | $819k | +124% | 50k | 16.46 |
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| Ge Vernova (GEV) | 0.2 | $733k | NEW | 839.00 | 873.13 |
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| Fortive (FTV) | 0.2 | $732k | -27% | 13k | 55.28 |
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| Coca-Cola Company (KO) | 0.2 | $724k | 9.5k | 76.05 |
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| Linde SHS (LIN) | 0.2 | $707k | 1.4k | 495.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $704k | 1.5k | 479.20 |
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| Micron Technology (MU) | 0.2 | $691k | NEW | 2.0k | 337.84 |
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| Amgen (AMGN) | 0.2 | $690k | 2.0k | 351.85 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $686k | 2.2k | 318.01 |
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| Leidos Holdings (LDOS) | 0.2 | $674k | 4.3k | 155.52 |
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| Thrivent Etf Trust Small Mid Cap Eq (TSME) | 0.2 | $603k | -4% | 15k | 41.58 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $590k | 55k | 10.74 |
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| Ametek (AME) | 0.2 | $590k | 2.8k | 214.36 |
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| Blackrock (BLK) | 0.2 | $581k | 605.00 | 961.04 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $575k | +80% | 34k | 16.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $561k | 803.00 | 698.11 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $556k | 51k | 10.89 |
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| Keurig Dr Pepper (KDP) | 0.1 | $485k | NEW | 18k | 26.33 |
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| Kkr & Co (KKR) | 0.1 | $467k | 5.0k | 92.50 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $453k | -2% | 3.9k | 114.98 |
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| Nextera Energy (NEE) | 0.1 | $442k | 4.8k | 92.88 |
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| Trustmark Corporation (TRMK) | 0.1 | $434k | -3% | 10k | 42.14 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $402k | NEW | 1.9k | 213.68 |
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| Cisco Systems (CSCO) | 0.1 | $391k | +2% | 5.0k | 77.59 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $388k | 7.0k | 55.52 |
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| Avery Dennison Corporation (AVY) | 0.1 | $387k | -6% | 2.2k | 172.68 |
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| Home Depot (HD) | 0.1 | $373k | 1.1k | 328.83 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $356k | 1.4k | 250.63 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $355k | 6.3k | 56.68 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $355k | -33% | 18k | 19.63 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $344k | NEW | 5.6k | 61.05 |
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| Johnson & Johnson (JNJ) | 0.1 | $327k | +2% | 1.3k | 244.47 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $325k | NEW | 5.5k | 58.78 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $321k | 900.00 | 356.56 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $319k | 3.3k | 97.22 |
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| Intel Corporation (INTC) | 0.1 | $312k | NEW | 7.1k | 44.13 |
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| Eli Lilly & Co. (LLY) | 0.1 | $312k | 339.00 | 919.77 |
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| EastGroup Properties (EGP) | 0.1 | $306k | 1.7k | 185.10 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $295k | 14k | 20.59 |
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| Philip Morris International (PM) | 0.1 | $285k | NEW | 1.7k | 165.34 |
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| Oracle Corporation (ORCL) | 0.1 | $283k | +3% | 1.9k | 147.11 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $254k | 4.7k | 53.87 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $242k | NEW | 2.5k | 97.13 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $235k | -28% | 3.0k | 79.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $233k | 403.00 | 577.08 |
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| Shell Spon Ads (SHEL) | 0.1 | $228k | NEW | 2.5k | 92.98 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $227k | -6% | 1.2k | 196.86 |
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| Analog Devices (ADI) | 0.1 | $225k | NEW | 708.00 | 318.14 |
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| Cigna Corp (CI) | 0.1 | $221k | NEW | 830.00 | 266.75 |
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| S&p Global (SPGI) | 0.1 | $213k | 500.00 | 425.34 |
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| Abbvie (ABBV) | 0.1 | $203k | 934.00 | 217.52 |
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| Tidal Trust Ii Yieldmax Gold Mi (GDXY) | 0.1 | $201k | 14k | 13.98 |
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| Tidal Trust Ii Yieldmax Univers (YMAX) | 0.1 | $182k | -3% | 23k | 7.83 |
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| Gabelli Equity Trust (GAB) | 0.1 | $179k | 32k | 5.60 |
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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 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
- Legacy Wealth Management, LLC / MS 2021 Q4 filed Dec. 12, 2024