Legacy Wealth Management, Llc / Ms Portfolio Stock Holdings
Legacy Wealth Management, Llc / Ms disclosed 106 stock positions valued at approximately $350.9 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, SPDR S&P 500 ETF TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 106
- Portfolio Value
- $350.9M
Holdings by Sector
Legacy Wealth Management, Llc / Ms Portfolio Holdings in Q1 2026
105 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 18.22% | 366,589 | +1,746 | +0.48% | $63,933,087 |
| SPDR S&P 500 ETF TR | SPY | Other | 16.26% | 87,701 | -4,330 | -4.70% | $57,035,426 |
| APPLE INC | AAPL | Technology | 7.90% | 109,185 | -468 | -0.43% | $27,710,108 |
| MICROSOFT CORP | MSFT | Technology | 4.82% | 45,684 | -6,488 | -12.44% | $16,910,684 |
| SPDR SERIES TRUST | SPLG | Other | 3.89% | 178,537 | +4,687 | +2.70% | $13,665,257 |
| ALPHABET INC | GOOGL | Communication Services | 3.57% | 43,504 | +1,147 | +2.71% | $12,509,894 |
| WALMART INC | WMT | Consumer Defensive | 2.79% | 78,804 | -417 | -0.53% | $9,793,809 |
| RTX CORPORATION | RTX | Industrials | 1.99% | 36,131 | -493 | -1.35% | $6,969,595 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.79% | 30,164 | -1,303 | -4.14% | $6,282,256 |
| VISA INC | V | Financial Services | 1.78% | 20,707 | +53 | +0.26% | $6,258,484 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.70% | 37,432 | -245 | -0.65% | $5,977,890 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.58% | 65,445 | +65,445 | +100.00% | $5,552,354 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.57% | 34,326 | -3,238 | -8.62% | $5,503,144 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.54% | 37,000 | +2,420 | +7.00% | $5,412,360 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 1.30% | 13,190 | -114 | -0.86% | $4,552,641 |
| CHUBB LIMITED | CB | Financial Services | 1.08% | 11,664 | -2,947 | -20.17% | $3,801,648 |
| VANGUARD INDEX FDS | VTI | Other | 1.08% | 11,760 | -431 | -3.54% | $3,772,726 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.06% | 3,736 | +13 | +0.35% | $3,723,089 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.05% | 12,465 | -79 | -0.63% | $3,666,704 |
| ALPHABET INC | GOOG | Communication Services | 1.03% | 12,610 | +3,437 | +37.47% | $3,617,388 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.93% | 52,032 | +2,232 | +4.48% | $3,265,008 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.89% | 31,426 | +31,426 | +100.00% | $3,138,200 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.86% | 6,130 | -1,993 | -24.54% | $3,013,079 |
| BANK AMERICA CORP | BAC | Financial Services | 0.84% | 60,159 | -16,659 | -21.69% | $2,932,751 |
| GALLAGHER ARTHUR J & CO | AJG | Financial Services | 0.83% | 13,491 | - | - | $2,921,881 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 5,066 | +707 | +16.22% | $2,898,411 |
| STRYKER CORPORATION | SYK | Healthcare | 0.82% | 8,704 | +1 | +0.01% | $2,860,005 |
| IQVIA HLDGS INC | IQV | Healthcare | 0.81% | 16,687 | -3,953 | -19.15% | $2,845,801 |
| BROADCOM INC | AVGO | Technology | 0.72% | 8,139 | +33 | +0.41% | $2,518,953 |
| ABBOTT LABS | ABT | Healthcare | 0.70% | 23,824 | -46 | -0.19% | $2,445,999 |
| HUBBELL INC | HUBB | Industrials | 0.62% | 4,467 | +1 | +0.02% | $2,191,936 |
| HONEYWELL INTL INC | HON | Industrials | 0.62% | 9,661 | -2,944 | -23.36% | $2,183,683 |
| EXXON MOBIL CORP | XOM | Energy | 0.60% | 12,426 | -31 | -0.25% | $2,108,195 |
| DANAHER CORPORATION | DHR | Healthcare | 0.57% | 10,580 | -6,417 | -37.75% | $2,005,968 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.54% | 102,006 | +4,225 | +4.32% | $1,903,464 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.52% | 7,661 | - | - | $1,810,141 |
| IDEX CORP | IEX | Industrials | 0.48% | 8,975 | -579 | -6.06% | $1,701,211 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.47% | 5,348 | +1 | +0.02% | $1,662,160 |
| UNION PAC CORP | UNP | Industrials | 0.45% | 6,532 | -324 | -4.73% | $1,584,794 |
| AT&T INC | T | Communication Services | 0.44% | 52,787 | -1,172 | -2.17% | $1,530,295 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.43% | 7,889 | +1,326 | +20.20% | $1,514,068 |
| TESLA INC | TSLA | Consumer Cyclical | 0.42% | 3,986 | +2,079 | +109.02% | $1,481,796 |
| EQUITABLE HLDGS INC | EQH | Financial Services | 0.42% | 39,240 | - | - | $1,456,196 |
| CONOCOPHILLIPS | COP | Energy | 0.38% | 10,188 | -1,196 | -10.51% | $1,344,816 |
| CHEVRON CORP NEW | CVX | Energy | 0.37% | 6,289 | +1,309 | +26.29% | $1,301,251 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.33% | 2,536 | +476 | +23.11% | $1,169,071 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.30% | 3,908 | -5,002 | -56.14% | $1,057,466 |
| VANGUARD INDEX FDS | VOO | Other | 0.28% | 1,641 | - | - | $980,580 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.27% | 46,540 | -551 | -1.17% | $950,495 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.26% | 3,055 | +40 | +1.33% | $924,076 |
| SERVICENOW INC | NOW | Technology | 0.25% | 8,368 | +8,368 | +100.00% | $874,874 |
| ZOETIS INC | ZTS | Healthcare | 0.24% | 7,218 | -1,487 | -17.08% | $853,240 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 0.23% | 49,765 | +27,560 | +124.12% | $819,132 |
| GE VERNOVA INC | GEV | Utilities | 0.21% | 839 | +839 | +100.00% | $732,555 |
| FORTIVE CORP | FTV | Technology | 0.21% | 13,237 | -5,000 | -27.42% | $731,741 |
| COCA COLA CO | KO | Consumer Defensive | 0.21% | 9,524 | +15 | +0.16% | $724,334 |
| LINDE PLC | LIN | Other | 0.20% | 1,425 | - | - | $706,458 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.20% | 1,468 | +25 | +1.73% | $703,466 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.20% | 2,045 | +2,045 | +100.00% | $690,883 |
| AMGEN INC | AMGN | Healthcare | 0.20% | 1,961 | +9 | +0.46% | $689,978 |
| ISHARES TR | OEF | Other | 0.20% | 2,156 | +3 | +0.14% | $685,623 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.19% | 4,335 | - | - | $674,179 |
| THRIVENT ETF TRUST | TSME | Other | 0.17% | 14,494 | -615 | -4.07% | $602,656 |
| CALAMOS CONV OPPORTUNITIES & | CHI | Financial Services | 0.17% | 54,938 | +185 | +0.34% | $590,034 |
| AMETEK INC | AME | Industrials | 0.17% | 2,750 | - | - | $589,490 |
| BLACKROCK INC | BLK | Other | 0.17% | 605 | +1 | +0.17% | $581,430 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.16% | 34,372 | +15,340 | +80.60% | $574,671 |
| VANGUARD WORLD FD | VGT | Other | 0.16% | 803 | - | - | $560,583 |
| CALAMOS CONV & HIGH INCOME F | XCHYX | Other | 0.16% | 51,093 | +177 | +0.35% | $556,402 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 0.14% | 18,430 | +18,430 | +100.00% | $485,262 |
| KKR & CO INC | KKR | Financial Services | 0.13% | 5,048 | - | - | $466,940 |
| BLACKSTONE INC | BX | Financial Services | 0.13% | 3,937 | -96 | -2.38% | $452,658 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 4,756 | +31 | +0.66% | $441,738 |
| TRUSTMARK CORP | TRMK | Financial Services | 0.12% | 10,300 | -400 | -3.74% | $434,042 |
| LAM RESEARCH CORP | LRCX | Other | 0.11% | 1,880 | +1,880 | +100.00% | $401,723 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 5,041 | +142 | +2.90% | $391,110 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.11% | 6,990 | - | - | $388,085 |
| AVERY DENNISON CORP | AVY | Consumer Cyclical | 0.11% | 2,240 | -160 | -6.67% | $386,803 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 1,135 | +7 | +0.62% | $373,226 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.10% | 1,422 | +19 | +1.35% | $356,399 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.10% | 6,267 | - | - | $355,214 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.10% | 18,095 | -9,269 | -33.87% | $355,119 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.10% | 5,626 | +5,626 | +100.00% | $343,467 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 1,336 | +34 | +2.61% | $326,606 |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 0.09% | 5,535 | +5,535 | +100.00% | $325,347 |
| ISHARES TR | IWB | Other | 0.09% | 900 | - | - | $320,904 |
| ISHARES TR | IWR | Other | 0.09% | 3,281 | +4 | +0.12% | $318,969 |
| INTEL CORP | INTC | Technology | 0.09% | 7,075 | +7,075 | +100.00% | $312,220 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 339 | +5 | +1.50% | $311,802 |
| EASTGROUP PPTYS INC | EGP | Real Estate | 0.09% | 1,651 | +14 | +0.86% | $305,593 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 0.08% | 14,310 | +25 | +0.18% | $294,613 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.08% | 1,725 | +1,725 | +100.00% | $285,212 |
| ORACLE CORP | ORCL | Technology | 0.08% | 1,925 | +71 | +3.83% | $283,187 |
| GLOBAL X FDS | MLPA | Other | 0.07% | 4,706 | - | - | $253,512 |
| ISHARES TR | EFA | Other | 0.07% | 2,490 | +2,490 | +100.00% | $241,855 |
| SPDR SERIES TRUST | SPTM | Other | 0.07% | 2,974 | -1,181 | -28.42% | $235,124 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 403 | +1 | +0.25% | $232,563 |
| SHELL PLC | SHEL | Energy | 0.07% | 2,456 | +2,456 | +100.00% | $228,369 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.06% | 1,151 | -75 | -6.12% | $226,586 |
| ANALOG DEVICES INC | ADI | Technology | 0.06% | 708 | +708 | +100.00% | $225,243 |