Legacy Wealth Management, LLC / MS
CIK: 0002047443SEC EDGAR →
Portfolio Value
$374.6M
Holdings
100
As of
Q4 2025
New Positions
100
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 364,843 | $68.0M | 18.17% |
| 2 | SPDR S&P 500 ETF TR | 92,031 | $62.8M | 16.75% |
| 3 | APPLE INC | 109,653 | $29.8M | 7.96% |
| 4 | MICROSOFT CORP | 52,172 | $25.2M | 6.74% |
| 5 | SPDR SERIES TRUST | 173,850 | $13.9M | 3.72% |
| 6 | ALPHABET INC | 42,357 | $13.3M | 3.54% |
| 7 | WALMART INC | 79,221 | $8.8M | 2.36% |
| 8 | AMAZON COM INC | 31,467 | $7.3M | 1.94% |
| 9 | VISA INC | 20,654 | $7.2M | 1.93% |
| 10 | PALO ALTO NETWORKS INC | 37,564 | $6.9M | 1.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (100)
$68.0M · 365K shares
$62.8M · 92K shares
$29.8M · 110K shares
$25.2M · 52K shares
$13.9M · 174K shares
$13.3M · 42K shares
$8.8M · 79K shares
$7.3M · 31K shares
$7.2M · 21K shares
$6.9M · 38K shares
$6.7M · 37K shares
$6.1M · 35K shares
$5.8M · 38K shares
$4.7M · 50K shares
$4.7M · 8K shares
$4.7M · 21K shares
$4.6M · 15K shares
$4.2M · 77K shares
$4.1M · 12K shares
$4.0M · 13K shares
$3.9M · 13K shares
$3.9M · 17K shares
$3.5M · 13K shares
$3.2M · 4K shares
$3.1M · 9K shares
$3.0M · 24K shares
$2.9M · 9K shares
$2.9M · 9K shares
$2.9M · 4K shares
$2.8M · 8K shares
$2.5M · 13K shares
$2.0M · 4K shares
$1.9M · 39K shares
$1.8M · 8K shares
$1.8M · 98K shares
$1.7M · 10K shares
$1.6M · 5K shares
$1.6M · 7K shares
$1.5M · 12K shares
$1.3M · 54K shares
$1.3M · 7K shares
$1.2M · 2K shares
$1.1M · 3K shares
$1.1M · 9K shares
$1.1M · 11K shares
$1.0M · 2K shares
$1.0M · 18K shares
$970K · 47K shares
$936K · 7K shares
$857K · 2K shares
$782K · 4K shares
$758K · 5K shares
$755K · 16K shares
$738K · 2K shares
$725K · 1K shares
$664K · 10K shares
$646K · 604 shares
$643K · 5K shares
$638K · 2K shares
$629K · 15K shares
$621K · 4K shares
$607K · 1K shares
$605K · 803 shares
$575K · 51K shares
$573K · 55K shares
$564K · 3K shares
$553K · 13K shares
$540K · 27K shares
$436K · 2K shares
$416K · 11K shares
$406K · 7K shares
$388K · 1K shares
$379K · 5K shares
$377K · 5K shares
$370K · 22K shares
$361K · 2K shares
$358K · 334 shares
$358K · 6K shares
$342K · 4K shares
$336K · 900 shares
$322K · 19K shares
$315K · 3K shares
$298K · 3K shares
$298K · 14K shares
$291K · 2K shares
$288K · 6K shares
$269K · 1K shares
$266K · 1K shares
$261K · 500 shares
$247K · 402 shares
$242K · 987 shares
$240K · 24K shares
$239K · 511 shares
$229K · 14K shares
$229K · 12K shares
$227K · 5K shares
$227K · 1K shares
$217K · 952 shares
$206K · 7K shares
$194K · 32K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $142.2M | 38.0% |
| Financial Services | 37 | $122.5M | 32.7% |
| Healthcare | 14 | $31.0M | 8.3% |
| Communication Services | 5 | $20.6M | 5.5% |
| Industrials | 10 | $19.9M | 5.3% |
| Consumer Cyclical | 6 | $17.8M | 4.7% |
| Consumer Defensive | 3 | $12.7M | 3.4% |
| Energy | 4 | $3.9M | 1.0% |
| Unknown | 5 | $2.7M | 0.7% |
| Basic Materials | 1 | $607K | 0.2% |
| Utilities | 1 | $379K | 0.1% |
| Real Estate | 1 | $291K | 0.1% |