Legacy Wealth Management, Llc / Ms Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Legacy Wealth Management, Llc / Ms disclosed 119 stock positions valued at approximately $336.23M as of quarter-end September 30, 2026. The largest holdings include SPDR S&P 500 ETF, SPDR S&P 500 Portfolio ETF, and Apple Inc.
- Report Period
- September 30, 2026
- No. of Stocks
- 119
- Portfolio Value
- $336.23M
Holdings by Sector
Legacy Wealth Management, Llc / Ms Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF | SPY | Other | 20.66% | 91,104 | +3,663 | +4.19% | $69,478,911 |
| SPDR S&P 500 Portfolio ETF | SPLG | Other | 12.59% | 471,587 | +168,623 | +55.66% | $42,329,691 |
| Apple Inc | AAPL | Technology | 6.55% | 66,083 | -43,713 | -39.81% | $22,006,961 |
| Microsoft Corp | MSFT | Technology | 5.85% | 38,327 | -6,731 | -14.94% | $19,657,736 |
| Nvidia Corp | NVDA | Technology | 4.07% | 59,942 | -299,753 | -83.34% | $13,689,628 |
| Alphabet Inc Class A | GOOGL | Communication Services | 3.96% | 38,727 | -1,697 | -4.20% | $13,325,114 |
| Palo Alto Networks Inc | PANW | Technology | 3.13% | 26,473 | -3,748 | -12.40% | $10,517,988 |
| WalMart RG | WMT | Consumer Defensive | 2.09% | 67,556 | -4,322 | -6.01% | $7,020,441 |
| Amazon.Com Inc | AMZN | Consumer Cyclical | 2.07% | 27,907 | -709 | -2.48% | $6,953,029 |
| RTX Corp | RTX | Industrials | 2.03% | 36,830 | +936 | +2.61% | $6,837,559 |
| Space Exploration Techncl A | SPCX | Industrials | 1.98% | 44,137 | +44,137 | +100.00% | $6,658,508 |
| Avantis International Equity ETF | AVDE | Other | 1.93% | 72,090 | +294 | +0.41% | $6,496,030 |
| Visa Inc Class A | V | Financial Services | 1.71% | 15,954 | -1,776 | -10.02% | $5,732,751 |
| TJX Cos Inc New | TJX | Consumer Cyclical | 1.21% | 30,698 | -2,354 | -7.12% | $4,061,652 |
| Vanguard Total Stock Market ETF | VTI | Other | 1.20% | 10,755 | -1,000 | -8.51% | $4,024,951 |
| Avantis Intl S/C Value ETF | AVDV | Other | 1.14% | 35,177 | -2,195 | -5.87% | $3,847,660 |
| Micron Technology Inc | MU | Technology | 0.96% | 3,022 | -522 | -14.73% | $3,218,762 |
| Costco WHSL Corp New | COST | Consumer Defensive | 0.93% | 3,429 | -273 | -7.37% | $3,121,322 |
| Broadcom Inc | AVGO | Technology | 0.92% | 8,766 | +32 | +0.37% | $3,078,690 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.92% | 9,300 | -628 | -6.33% | $3,076,719 |
| Bank Of America Corp | BAC | Financial Services | 0.88% | 54,109 | -5,053 | -8.54% | $2,945,153 |
| Chubb LTD F | CB | Financial Services | 0.87% | 8,982 | -775 | -7.94% | $2,921,396 |
| L3harris Technologies In | LHX | Industrials | 0.85% | 12,058 | +98 | +0.82% | $2,855,076 |
| Thermo Fisher Scientific | TMO | Healthcare | 0.73% | 3,651 | -562 | -13.34% | $2,464,608 |
| Gallagher Arthur J & Co | AJG | Financial Services | 0.67% | 9,821 | -720 | -6.83% | $2,240,268 |
| Alphabet Inc Class C | GOOG | Communication Services | 0.65% | 6,425 | -5,755 | -47.25% | $2,189,255 |
| Boston Scientific Corp | BSX | Healthcare | 0.65% | 49,998 | +7,250 | +16.96% | $2,182,413 |
| Stryker Corp | SYK | Healthcare | 0.65% | 7,897 | +593 | +8.12% | $2,174,727 |
| Exxonmobil HLDGS Corp | XOM | Energy | 0.60% | 12,359 | -3,647 | -22.79% | $2,011,427 |
| Hubbell Inc | HUBB | Industrials | 0.59% | 4,403 | +1 | +0.02% | $1,997,048 |
Showing 30 of 119 holdings in the latest reporting period.