Legacy Wealth Management, LLC / MS 13F Holdings · Q2 2026
Legacy Wealth Management, LLC / MS reported 114 securities worth $389.56M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (18.48%), SPY (16.76%), AAPL (8.16%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $72.0M | 18.48% | 359,695 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $65.3M | 16.76% | 87,441 | Trimmed |
| 3 | AAPL | APPLE INC | $31.8M | 8.16% | 109,796 | Added |
| 4 | SPYM | SPDR SERIES TRUST | $26.6M | 6.83% | 302,964 | Added |
| 5 | MSFT | MICROSOFT CORP | $16.8M | 4.31% | 45,058 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $14.4M | 3.71% | 40,424 | Trimmed |
| 7 | PANW | PALO ALTO NETWORKS INC | $10.3M | 2.65% | 30,221 | Trimmed |
| 8 | WMT | WALMART INC | $8.1M | 2.09% | 71,878 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $6.8M | 1.75% | 28,616 | Trimmed |
| 10 | RTX | RTX CORPORATION | $6.8M | 1.75% | 35,894 | Trimmed |
| 11 | AVDE | AMERICAN CENTY ETF TR | $6.4M | 1.64% | 71,796 | Added |
| 12 | V | VISA INC | $6.1M | 1.56% | 17,730 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $5.0M | 1.29% | 33,052 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $4.3M | 1.12% | 11,755 | Trimmed |
| 15 | GOOG | ALPHABET INC | $4.3M | 1.10% | 12,180 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $4.1M | 1.05% | 3,544 | Added |
| 17 | AVDV | AMERICAN CENTY ETF TR | $3.9M | 0.99% | 37,372 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.5M | 0.89% | 3,702 | Trimmed |
| 19 | LHX | L3HARRIS TECHNOLOGIES INC | $3.5M | 0.89% | 11,960 | Trimmed |
| 20 | BAC | BANK OF AMER CORP | $3.4M | 0.87% | 59,162 | Trimmed |
| 21 | AVGO | BROADCOM INC | $3.3M | 0.85% | 8,734 | Added |
| 22 | CB | CHUBB LIMITED | $3.3M | 0.85% | 9,757 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $3.2M | 0.83% | 9,928 | Trimmed |
| 24 | META | META PLATFORMS INC | $3.1M | 0.79% | 5,496 | Added |
| 25 | AJG | GALLAGHER ARTHUR J & CO | $2.4M | 0.62% | 10,541 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR