Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS reported 114 positions worth $389.6M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: NVDA (18.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $72.0M | 18.48% | 359,695 | — | — | |
| ▸ 2 | SPY | SH | $65.3M | 16.76% | 87,441 | — | — | |
| ▸ 3 | AAPL | SH | $31.8M | 8.16% | 109,796 | — | — | |
| ▸ 4 | SPYM | SH | $26.6M | 6.83% | 302,964 | — | — | |
| ▸ 5 | MSFT | SH | $16.8M | 4.31% | 45,058 | — | — | |
| ▸ 6 | GOOGL | SH | $14.4M | 3.71% | 40,424 | — | — | |
| ▸ 7 | PANW | SH | $10.3M | 2.65% | 30,221 | — | — | |
| ▸ 8 | WMT | SH | $8.1M | 2.09% | 71,878 | — | — | |
| ▸ 9 | AMZN | SH | $6.8M | 1.75% | 28,616 | — | — | |
| ▸ 10 | RTX | SH | $6.8M | 1.75% | 35,894 | — | — |
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Frequently Asked Questions
What stocks does Legacy Wealth Management, LLC / MS hold as of Q2 2026?
Legacy Wealth Management, LLC / MS reported 114 positions worth $389.6M in its Q2 2026 13F filing. Largest positions: NVDA (18.5%), SPY (16.8%), AAPL (8.2%), SPYM (6.8%) and MSFT (4.3%).
What did Legacy Wealth Management, LLC / MS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Wealth Management, LLC / MS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.