Filed: 1/5/2026ACC: 0001214659-26-000074
📋 What this filing means
LEGACY WEALTH MANAGEMENT, LLC / MS filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $374.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$374.56M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
COM$243.11M64.9%
TR UNIT$62.76M16.8%
PORTFOLIO S&P500$13.95M3.7%
CAP STK CL A$13.26M3.5%
CL A$10.36M2.8%
COM CL A$7.47M2.0%
TOTAL STK MKT$4.09M1.1%
Portfolio Concentration
Top 3$160.61M42.9%
4–10$82.69M22.1%
11–25$67.23M17.9%
Rest$64.03M17.1%
Top 3 weight
42.9%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 2.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
NVIDIA CORPORATION
SOLEShares364.84K
TypeSH
Market value$68.04M
18.17%
Sole
0.00
Shared
0.00
None
364.84K
SPDR S&P 500 ETF TR
SOLEShares92.03K
TypeSH
Market value$62.76M
16.76%
Sole
0.00
Shared
0.00
None
92.03K
APPLE INC
SOLEShares109.65K
TypeSH
Market value$29.81M
7.96%
Sole
0.00
Shared
0.00
None
109.65K
MICROSOFT CORP
SOLEShares52.17K
TypeSH
Market value$25.23M
6.74%
Sole
0.00
Shared
0.00
None
52.17K
SPDR SERIES TRUST
SOLEShares173.85K
TypeSH
Market value$13.95M
3.72%
Sole
0.00
Shared
0.00
None
173.85K
ALPHABET INC
SOLEShares42.36K
TypeSH
Market value$13.26M
3.54%
Sole
0.00
Shared
0.00
None
42.36K
WALMART INC
SOLEShares79.22K
TypeSH
Market value$8.83M
2.36%
Sole
0.00
Shared
0.00
None
79.22K
AMAZON COM INC
SOLEShares31.47K
TypeSH
Market value$7.26M
1.94%
Sole
0.00
Shared
0.00
None
31.47K
VISA INC
SOLEShares20.65K
TypeSH
Market value$7.24M
1.93%
Sole
0.00
Shared
0.00
None
20.65K
PALO ALTO NETWORKS INC
SOLEShares37.56K
TypeSH
Market value$6.92M
1.85%
Sole
0.00
Shared
0.00
None
37.56K
RTX CORPORATION
SOLEShares36.62K
TypeSH
Market value$6.72M
1.79%
Sole
0.00
Shared
0.00
None
36.62K
PALANTIR TECHNOLOGIES INC
SOLEShares34.58K
TypeSH
Market value$6.15M
1.64%
Sole
0.00
Shared
0.00
None
34.58K
TJX COS INC NEW
SOLEShares37.68K
TypeSH
Market value$5.79M
1.55%
Sole
0.00
Shared
0.00
None
37.68K
BOSTON SCIENTIFIC CORP
SOLEShares49.80K
TypeSH
Market value$4.75M
1.27%
Sole
0.00
Shared
0.00
None
49.80K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.12K
TypeSH
Market value$4.71M
1.26%
Sole
0.00
Shared
0.00
None
8.12K
IQVIA HLDGS INC
SOLEShares20.64K
TypeSH
Market value$4.65M
1.24%
Sole
0.00
Shared
0.00
None
20.64K
CHUBB LIMITED
SOLEShares14.61K
TypeSH
Market value$4.56M
1.22%
Sole
0.00
Shared
0.00
None
14.61K
BANK AMERICA CORP
SOLEShares76.82K
TypeSH
Market value$4.22M
1.13%
Sole
0.00
Shared
0.00
None
76.82K
VANGUARD INDEX FDS
SOLEShares12.19K
TypeSH
Market value$4.09M
1.09%
Sole
0.00
Shared
0.00
None
12.19K
JPMORGAN CHASE & CO.
SOLEShares12.54K
TypeSH
Market value$4.04M
1.08%
Sole
0.00
Shared
0.00
None
12.54K
L3HARRIS TECHNOLOGIES INC
SOLEShares13.30K
TypeSH
Market value$3.91M
1.04%
Sole
0.00
Shared
0.00
None
13.30K
DANAHER CORPORATION
SOLEShares17K
TypeSH
Market value$3.89M
1.04%
Sole
0.00
Shared
0.00
None
17K
GALLAGHER ARTHUR J & CO
SOLEShares13.49K
TypeSH
Market value$3.49M
0.93%
Sole
0.00
Shared
0.00
None
13.49K
COSTCO WHSL CORP NEW
SOLEShares3.72K
TypeSH
Market value$3.21M
0.86%
Sole
0.00
Shared
0.00
None
3.72K
STRYKER CORPORATION
SOLEShares8.70K
TypeSH
Market value$3.06M
0.82%
Sole
0.00
Shared
0.00
None
8.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 364.84K | SH | $68.04M 18.17% | 0.00 | 0.00 | 364.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.03K | SH | $62.76M 16.76% | 0.00 | 0.00 | 92.03K |
APPLE INCSOLE | COM | 109.65K | SH | $29.81M 7.96% | 0.00 | 0.00 | 109.65K |
MICROSOFT CORPSOLE | COM | 52.17K | SH | $25.23M 6.74% | 0.00 | 0.00 | 52.17K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 173.85K | SH | $13.95M 3.72% | 0.00 | 0.00 | 173.85K |
ALPHABET INCSOLE | CAP STK CL A | 42.36K | SH | $13.26M 3.54% | 0.00 | 0.00 | 42.36K |
WALMART INCSOLE | COM | 79.22K | SH | $8.83M 2.36% | 0.00 | 0.00 | 79.22K |
AMAZON COM INCSOLE | COM | 31.47K | SH | $7.26M 1.94% | 0.00 | 0.00 | 31.47K |
VISA INCSOLE | COM CL A | 20.65K | SH | $7.24M 1.93% | 0.00 | 0.00 | 20.65K |
PALO ALTO NETWORKS INCSOLE | COM | 37.56K | SH | $6.92M 1.85% | 0.00 | 0.00 | 37.56K |
RTX CORPORATIONSOLE | COM | 36.62K | SH | $6.72M 1.79% | 0.00 | 0.00 | 36.62K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 34.58K | SH | $6.15M 1.64% | 0.00 | 0.00 | 34.58K |
TJX COS INC NEWSOLE | COM | 37.68K | SH | $5.79M 1.55% | 0.00 | 0.00 | 37.68K |
BOSTON SCIENTIFIC CORPSOLE | COM | 49.80K | SH | $4.75M 1.27% | 0.00 | 0.00 | 49.80K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.12K | SH | $4.71M 1.26% | 0.00 | 0.00 | 8.12K |
IQVIA HLDGS INCSOLE | COM | 20.64K | SH | $4.65M 1.24% | 0.00 | 0.00 | 20.64K |
CHUBB LIMITEDSOLE | COM | 14.61K | SH | $4.56M 1.22% | 0.00 | 0.00 | 14.61K |
BANK AMERICA CORPSOLE | COM | 76.82K | SH | $4.22M 1.13% | 0.00 | 0.00 | 76.82K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.19K | SH | $4.09M 1.09% | 0.00 | 0.00 | 12.19K |
JPMORGAN CHASE & CO.SOLE | COM | 12.54K | SH | $4.04M 1.08% | 0.00 | 0.00 | 12.54K |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 13.30K | SH | $3.91M 1.04% | 0.00 | 0.00 | 13.30K |
DANAHER CORPORATIONSOLE | COM | 17K | SH | $3.89M 1.04% | 0.00 | 0.00 | 17K |
GALLAGHER ARTHUR J & COSOLE | COM | 13.49K | SH | $3.49M 0.93% | 0.00 | 0.00 | 13.49K |
COSTCO WHSL CORP NEWSOLE | COM | 3.72K | SH | $3.21M 0.86% | 0.00 | 0.00 | 3.72K |
STRYKER CORPORATIONSOLE | COM | 8.70K | SH | $3.06M 0.82% | 0.00 | 0.00 | 8.70K |
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