Legacy Wealth Management, LLC / MS
Q3 2026 13F filing
Updated 6 days ago125 disclosed positions worth $336.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR S&P 500 ETF | $69.5M | 91.1K | 20.66% | — |
| 2 | S SPDR S&P 500 Portfolio ETF | $42.3M | 471.6K | 12.59% | — |
| 3 | A Apple Inc | $22M | 66.1K | 6.55% | — |
| 4 | M Microsoft Corp | $19.7M | 38.3K | 5.85% | — |
| 5 | N Nvidia Corp | $13.7M | 59.9K | 4.07% | — |
| 6 | G Alphabet Inc Class A | $13.3M | 38.7K | 3.96% | — |
| 7 | P Palo Alto Networks Inc | $10.5M | 26.5K | 3.13% | — |
| 8 | W WalMart RG | $7M | 67.6K | 2.09% | — |
| 9 | A Amazon.Com Inc | $7M | 27.9K | 2.07% | — |
| 10 | R RTX Corp | $6.8M | 36.8K | 2.03% | — |
| 11 | S Space Exploration Techncl A | $6.7M | 44.1K | 1.98% | — |
| 12 | ? N/A Avantis International Equity ETF | $6.5M | 72.1K | 1.93% | — |
| 13 | V Visa Inc Class A | $5.7M | 16.0K | 1.71% | — |
| 14 | T TJX Cos Inc New | $4.1M | 30.7K | 1.21% | — |
| 15 | V Vanguard Total Stock Market ETF | $4M | 10.8K | 1.20% | — |
| 16 | ? N/A Avantis Intl S/C Value ETF | $3.8M | 35.2K | 1.14% | — |
| 17 | M Micron Technology Inc | $3.2M | 3.0K | 0.96% | — |
| 18 | C Costco WHSL Corp New | $3.1M | 3.4K | 0.93% | — |
| 19 | A Broadcom Inc | $3.1M | 8.8K | 0.92% | — |
| 20 | J JPMorgan Chase & Co | $3.1M | 9.3K | 0.92% | — |
| 21 | B Bank Of America Corp | $2.9M | 54.1K | 0.88% | — |
| 22 | C Chubb LTD F | $2.9M | 9.0K | 0.87% | — |
| 23 | L L3harris Technologies In | $2.9M | 12.1K | 0.85% | — |
| 24 | T Thermo Fisher Scientific | $2.5M | 3.7K | 0.73% | — |
| 25 | A Gallagher Arthur J & Co | $2.2M | 9.8K | 0.67% | — |
| 26 | G Alphabet Inc Class C | $2.2M | 6.4K | 0.65% | — |
| 27 | B Boston Scientific Corp | $2.2M | 50.0K | 0.65% | — |
| 28 | S Stryker Corp | $2.2M | 7.9K | 0.65% | — |
| 29 | H Hubbell Inc | $2M | 4.4K | 0.59% | — |
| 30 | H Idex Corp | $1.9M | 8.2K | 0.55% | — |
| 31 | I Invesco S&P 500 Equal Weight ETF | $1.8M | 8.7K | 0.54% | — |
| 32 | S South Plains Finl Inc | $1.6M | 38.5K | 0.48% | — |
| 33 | U Union Pac Corp | $1.5M | 5.5K | 0.45% | — |
| 34 | A Abbott Labs | $1.5M | 14.9K | 0.44% | — |
| 35 | E Equitable HLDGS Inc | $1.4M | 28.3K | 0.43% | — |
| 36 | X Exxonmobil HLDGS Corp | $1.4M | 8.8K | 0.42% | — |
| 37 | D Danaher RG | $1.4M | 6.2K | 0.41% | — |
| 38 | L Lowes Cos Inc | $1.4M | 7.5K | 0.41% | — |
| 39 | F Freeportmcmoran Inc | $1.3M | 18.7K | 0.39% | — |
| 40 | I Intel Corp | $1.3M | 10.5K | 0.37% | — |
| 41 | A Applied Materials Inc | $1.3M | 2.4K | 0.37% | — |
| 42 | I Iqvia HLDGS Inc | $1.2M | 4.5K | 0.36% | — |
| 43 | A AT&T Inc | $1.2M | 47.9K | 0.35% | — |
| 44 | M Meta Platforms Inc Class A | $1.2M | 1.6K | 0.35% | — |
| 45 | V Vanguard S&P 500 ETF | $1.2M | 1.6K | 0.34% | — |
| 46 | C Chevron Corp New | $1.1M | 5.5K | 0.33% | — |
| 47 | ? N/A Invesco BulletShares 2029 Corporate Bond ETF | $1M | 56.8K | 0.31% | — |
| 48 | L Lam Resh Corp | $1M | 3.1K | 0.30% | — |
| 49 | H Invesco BulletShares 2030 Corporate Bond ETF | $979K | 60.7K | 0.29% | — |
| 50 | A Advanced Micro Devices | $910K | 1.5K | 0.27% | — |