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Legacy Wealth Management, LLC / MS
Updated 6 days agoManaged by Legacy Wealth Management, Llc / Ms • Latest filing Q3 2026
Portfolio value
$336.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $374.6M |
| Q1 2026 | $350.9M |
| Q2 2026 | $389.6M |
| Q3 2026 | $336.2M |
Top holdings
125 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $69.5M | 91.1K | 20.66% | — | |
| 2 | $42.3M | 471.6K | 12.59% | — | |
| 3 | $22M | 66.1K | 6.55% | — | |
| 4 | $19.7M | 38.3K | 5.85% | — | |
| 5 | $13.7M | 59.9K | 4.07% | — | |
| 6 | $13.3M | 38.7K | 3.96% | — | |
| 7 | $10.5M | 26.5K | 3.13% | — | |
| 8 | $7M | 67.6K | 2.09% | — | |
| 9 | $7M | 27.9K | 2.07% | — | |
| 10 | $6.8M | 36.8K | 2.03% | — | |
| 11 | $6.7M | 44.1K | 1.98% | — | |
| 12 | ? N/A Avantis International Equity ETF | $6.5M | 72.1K | 1.93% | — |
| 13 | $5.7M | 16.0K | 1.71% | — | |
| 14 | $4.1M | 30.7K | 1.21% | — | |
| 15 | $4M | 10.8K | 1.20% | — | |
| 16 | ? N/A Avantis Intl S/C Value ETF | $3.8M | 35.2K | 1.14% | — |
| 17 | $3.2M | 3.0K | 0.96% | — | |
| 18 | $3.1M | 3.4K | 0.93% | — | |
| 19 | $3.1M | 8.8K | 0.92% | — | |
| 20 | $3.1M | 9.3K | 0.92% | — |