Q2 2026 13F · SEC CIK 2047443

Legacy Wealth Management, LLC / MS

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $389.6M
Reported positions: 114
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2.3 yrs

Legacy Wealth Management, LLC / MS is a wealth manager that reported 114 positions worth $389.6M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Nvidia Corporation (NVDA, 18.5%), State Str Spdr S&p 500 ETF T (SPY, 16.8%), Apple Inc (AAPL, 8.2%).

Legacy Wealth Management, LLC / MS holdings largest 50 of 114 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Wealth Management, LLC / MS 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	18.5%	18.2%	359,695	-1.9%	$72.0M
SPYState Str Spdr S&p 500 ETF T	16.8%	16.3%	87,441	-0.3%	$65.3M
AAPLApple Inc	8.2%	7.9%	109,796	+0.6%	$31.8M
SPLGSpdr Series Trust	6.8%	3.9%	302,964	+69.7%	$26.6M
MSFTMicrosoft Corp	4.3%	4.8%	45,058	-1.4%	$16.8M
GOOGLAlphabet Inc	3.7%	3.6%	40,424	-7.1%	$14.4M
PANWPalo Alto Networks Inc	2.6%	1.6%	30,221	-12.0%	$10.3M
WMTWalmart Inc	2.1%	2.8%	71,878	-8.8%	$8.1M
AMZNAmazon Com Inc	1.8%	1.8%	28,616	-5.1%	$6.8M
RTXRtx Corporation	1.7%	2.0%	35,894	-0.7%	$6.8M
AVDEAvantis International Equity ETF	1.6%	1.6%	71,796	+9.7%	$6.4M
VVisa Inc	1.6%	1.8%	17,730	-14.4%	$6.1M
TJXTjx Cos Inc New	1.3%	1.7%	33,052	-11.7%	$5.0M
VTIVanguard Index Fds	1.1%	1.1%	11,755	-0.0%	$4.3M
GOOGAlphabet Inc	1.1%	1.0%	12,180	-3.4%	$4.3M
MUMicron Technology Inc	1.1%	—	3,544	—	$4.1M
AVDVAmerican Centy ETF Tr	1.0%	0.9%	37,372	+18.9%	$3.9M
LHXL3harris Technologies Inc	0.9%	1.3%	11,960	-9.3%	$3.5M
COSTCostco Wholesale Corporation	0.9%	1.1%	3,702	-0.9%	$3.5M
BACBank of Amer Corp	0.9%	0.8%	59,162	-1.7%	$3.4M
CBChubb Limited	0.9%	1.1%	9,757	-16.3%	$3.3M
AVGOBroadcom Inc	0.8%	0.7%	8,734	+7.3%	$3.3M
JPMJpmorgan Chase & Co	0.8%	1.0%	9,928	-20.4%	$3.2M
METAMeta Platforms Inc	0.8%	0.8%	5,496	+8.5%	$3.1M
AJGGallagher Arthur J & Co	0.6%	0.8%	10,541	-21.9%	$2.4M
HUBBHubbell Inc	0.6%	0.6%	4,402	-1.5%	$2.3M
SYKStryker Corporation	0.6%	0.8%	7,304	-16.1%	$2.3M
TMOThermo Fisher Scientific Inc	0.5%	0.9%	4,213	-31.3%	$2.1M
IEXIdex Corp	0.5%	0.5%	8,755	-2.5%	$2.0M
BSCTInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	98,956	-3.0%	$1.8M
BSXBoston Scientific Corp	0.5%	0.9%	42,748	-17.8%	$1.8M
RSPInvesco Exchange Traded Fd T	0.5%	0.4%	8,556	+8.5%	$1.8M
ABTAbbott Laboratories	0.5%	0.7%	19,655	-17.5%	$1.8M
AMATApplied Matls Inc	0.5%	—	2,464	—	$1.8M
DHRDanaher Corp Del	0.5%	0.6%	9,200	-13.0%	$1.8M
XOMExxon Mobil Corp	0.4%	0.6%	12,406	-0.2%	$1.7M
LOWLowes Cos Inc	0.4%	0.5%	7,677	+0.2%	$1.7M
SPFISouth Plains Financial Inc	0.4%	—	38,500	—	$1.7M
UNPUnion Pac Corp	0.4%	0.5%	5,632	-13.8%	$1.5M
IQVIqvia Hldgs Inc	0.4%	0.8%	7,752	-53.5%	$1.5M
INTCIntel Corp	0.4%	—	10,444	—	$1.5M
LRCXLam Research Corp	0.3%	—	3,104	—	$1.3M
EQHEquitable Hldgs Inc	0.3%	0.4%	29,240	-25.5%	$1.3M
TSLATesla Inc	0.3%	0.4%	2,954	-25.9%	$1.2M
VOOVanguard Index Fds	0.3%	0.3%	1,641	+0.0%	$1.1M
GEVGe Vernova Inc	0.3%	—	884	—	$1.0M
WDCWestern Digital Corp Com	0.3%	—	1,604	—	$1.0M
TAt&t Inc	0.3%	0.4%	48,999	-7.2%	$1.0M
BSCVInvesco Exch Trd Slf Idx Fd	0.3%	—	61,145	—	$1.0M
COPConocophillips	0.2%	0.4%	9,313	-8.6%	$968K

What Legacy Wealth Management, LLC / MS bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$389.6M	114
Q1 2026	$350.9M	106
Q4 2025	$374.6M	100
Q3 2025	$332.2M	94
Q2 2025	$328.9M	90
Q1 2025	$305.9M	97
Q4 2024	$251.7M	88
Q3 2024	$272.3M	96
Q2 2024	$236.8M	72

Questions about Legacy Wealth Management, LLC / MS's portfolio

What stocks does Legacy Wealth Management, LLC / MS own?

Legacy Wealth Management, LLC / MS's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 114 positions worth $389.6M. The largest are Nvidia Corporation (NVDA) at 18.5%, State Str Spdr S&p 500 ETF T (SPY) at 16.8%, Apple Inc (AAPL) at 8.2%, Spdr Series Trust (SPLG) at 6.8% and Microsoft Corp (MSFT) at 4.3%.

What did Legacy Wealth Management, LLC / MS buy last quarter?

In Q2 2026, Legacy Wealth Management, LLC / MS added Spdr Series Trust (SPLG) (+69.7% shares), American Centy ETF Tr (AVDV) (+18.9% shares) and Avantis International Equity ETF (AVDE) (+9.7% shares), compared with its Q1 2026 filing.

What did Legacy Wealth Management, LLC / MS sell last quarter?

In Q2 2026, Legacy Wealth Management, LLC / MS cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Intuitive Surgical Inc (ISRG), Iqvia Hldgs Inc (IQV) (-53.5% shares), Thermo Fisher Scientific Inc (TMO) (-31.3% shares) and Tesla Inc (TSLA) (-25.9% shares), compared with its Q1 2026 filing.

When is Legacy Wealth Management, LLC / MS's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Wealth Management, LLC / MS's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.