Institutions / Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS
CIK 2047443 · Institution · as of Dec 31, 2025
Portfolio value
$374.56M
Positions
100
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 100 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $68.04M | 18.2% |
| SPDR S&P 500 ETF Tr | $62.76M | 16.8% |
| Apple Inc. | $29.81M | 8.0% |
| Microsoft Corp | $25.23M | 6.7% |
| SPDR Series Trust | $13.95M | 3.7% |
| Alphabet Inc. | $13.26M | 3.5% |
| Walmart Inc. | $8.83M | 2.4% |
| Amazon.com Inc | $7.26M | 1.9% |
| Visa Inc | $7.24M | 1.9% |
| Palo Alto Networks Inc | $6.92M | 1.8% |
| RTX Corp | $6.72M | 1.8% |
| Palantir Technologies Inc | $6.15M | 1.6% |
| TJX Cos Inc/The | $5.79M | 1.5% |
| Boston Scientific Corp | $4.75M | 1.3% |
| Thermo Fisher Scientific Inc. | $4.71M | 1.3% |
| Iqvia Holdings Inc. | $4.65M | 1.2% |
| Chubb Ltd | $4.56M | 1.2% |
| Bank of America Corp /De | $4.22M | 1.1% |
| Vanguard Index Fds | $4.09M | 1.1% |
| JPMorgan Chase & Co | $4.04M | 1.1% |
| L3HARRIS Technologies, Inc. /De | $3.91M | 1.0% |
| Danaher Corp /De | $3.89M | 1.0% |
| Arthur J. Gallagher & Co. | $3.49M | 0.9% |
| Costco Wholesale Corp /New | $3.21M | 0.9% |
| Stryker Corp | $3.06M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.