Legacy Wealth Management, Llc / Ms Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Legacy Wealth Management, Llc / Ms disclosed 112 stock positions valued at approximately $389.56M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, STATE STR SPDR S&P 500 ETF T, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 112
- Portfolio Value
- $389.56M
Holdings by Sector
Legacy Wealth Management, Llc / Ms Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 18.48% | 359,695 | -6,894 | -1.88% | $71,971,344 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 16.76% | 87,441 | -260 | -0.30% | $65,298,655 |
| APPLE INC | AAPL | Technology | 8.16% | 109,796 | +611 | +0.56% | $31,770,624 |
| SPDR SERIES TRUST | SPLG | Other | 6.83% | 302,964 | +124,427 | +69.69% | $26,624,517 |
| MICROSOFT CORP | MSFT | Technology | 4.31% | 45,058 | -626 | -1.37% | $16,807,513 |
| ALPHABET INC | GOOGL | Communication Services | 3.71% | 40,424 | -3,080 | -7.08% | $14,446,386 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.65% | 30,221 | -4,105 | -11.96% | $10,305,965 |
| WALMART INC | WMT | Consumer Defensive | 2.09% | 71,878 | -6,926 | -8.79% | $8,140,951 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.75% | 28,616 | -1,548 | -5.13% | $6,820,337 |
| RTX CORPORATION | RTX | Industrials | 1.75% | 35,894 | -237 | -0.66% | $6,810,090 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.64% | 71,796 | +6,351 | +9.70% | $6,404,203 |
| VISA INC | V | Financial Services | 1.56% | 17,730 | -2,977 | -14.38% | $6,082,986 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.29% | 33,052 | -4,380 | -11.70% | $5,007,378 |
| VANGUARD INDEX FDS | VTI | Other | 1.12% | 11,755 | -5 | -0.04% | $4,349,820 |
| ALPHABET INC | GOOG | Communication Services | 1.10% | 12,180 | -430 | -3.41% | $4,303,396 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.05% | 3,544 | +1,499 | +73.30% | $4,090,804 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.99% | 37,372 | +5,946 | +18.92% | $3,851,185 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.89% | 11,960 | -1,230 | -9.33% | $3,475,317 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.89% | 3,702 | -34 | -0.91% | $3,462,715 |
| BANK OF AMER CORP | BAC | Financial Services | 0.87% | 59,162 | -997 | -1.66% | $3,371,051 |
| CHUBB LIMITED | CB | Financial Services | 0.85% | 9,757 | -1,907 | -16.35% | $3,324,600 |
| BROADCOM INC | AVGO | Technology | 0.85% | 8,734 | +595 | +7.31% | $3,299,258 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.83% | 9,928 | -2,537 | -20.35% | $3,249,732 |
| META PLATFORMS INC | META | Communication Services | 0.79% | 5,496 | +430 | +8.49% | $3,095,842 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.62% | 10,541 | -2,950 | -21.87% | $2,419,897 |
| HUBBELL INC | HUBB | Industrials | 0.59% | 4,402 | -65 | -1.46% | $2,303,178 |
| STRYKER CORPORATION | SYK | Healthcare | 0.59% | 7,304 | -1,400 | -16.08% | $2,299,714 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.54% | 4,213 | -1,917 | -31.27% | $2,112,230 |
| IDEX CORP | IEX | Industrials | 0.51% | 8,755 | -220 | -2.45% | $1,986,947 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.47% | 98,956 | -3,050 | -2.99% | $1,838,099 |
Showing 30 of 112 holdings in the latest reporting period.