Institutional Manager · CIK 0002047443
Legacy Wealth Management, LLC / MS
RIDGELAND, MS · File #028-24517
Latest AUM
$374.6M
Positions
100
Top-10 Concentration
68.9%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025100 pos · $374.6M
- 13F HOLDINGS REPORTQ/E Sep 202594 pos · $332.2M
- 13F HOLDINGS REPORTQ/E Jun 202590 pos · $328.9M
- 13F HOLDINGS REPORTQ/E Mar 202597 pos · $305.9M
- 13F HOLDINGS REPORTQ/E Dec 202488 pos · $251.7M
- 13F HOLDINGS REPORTQ/E Dec 202471 pos · $168.7M
- 13F HOLDINGS REPORTQ/E Dec 202474 pos · $192.4M
- 13F HOLDINGS REPORTQ/E Dec 202476 pos · $148.2M
- 13F HOLDINGS REPORTQ/E Dec 202482 pos · $164.6M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $272.3M
- 13F HOLDINGS REPORTQ/E Dec 2024103 pos · $114.8M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $131.0M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $145.1M
- 13F HOLDINGS REPORTQ/E Dec 202472 pos · $236.8M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $165.0M
- 13F HOLDINGS REPORTQ/E Dec 202472 pos · $199.4M
- 13F HOLDINGS REPORTQ/E Dec 202471 pos · $221.8M
- 13F HOLDINGS REPORTQ/E Dec 2024103 pos · $195.4M
- 13F HOLDINGS REPORTQ/E Dec 202472 pos · $181.2M
- 13F HOLDINGS REPORTQ/E Dec 2024104 pos · $187.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 364,843 | $68.0M | 19.26% |
| 2 | SPDR S&P 500 ETF TR | SPY | 92,031 | $62.8M | 17.76% |
| 3 | APPLE INC | AAPL | 109,653 | $29.8M | 8.44% |
| 4 | MICROSOFT CORP | MSFT | 52,172 | $25.2M | 7.14% |
| 5 | SPDR SERIES TRUST | 78464A854 | 173,850 | $13.9M | 3.95% |
| 6 | ALPHABET INC | GOOG | 42,357 | $13.3M | 3.75% |
| 7 | WALMART INC | WMT | 79,221 | $8.8M | 2.50% |
| 8 | AMAZON COM INC | AMZN | 31,467 | $7.3M | 2.06% |
| 9 | VISA INC | V | 20,654 | $7.2M | 2.05% |
| 10 | PALO ALTO NETWORKS INC | PANW | 37,564 | $6.9M | 1.96% |
| 11 | RTX CORPORATION | RTX | 36,624 | $6.7M | 1.90% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 34,580 | $6.1M | 1.74% |
| 13 | TJX COS INC NEW | 872540109 | 37,677 | $5.8M | 1.64% |
| 14 | BOSTON SCIENTIFIC CORP | BSX | 49,800 | $4.7M | 1.34% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 8,123 | $4.7M | 1.33% |
| 16 | IQVIA HLDGS INC | IQV | 20,640 | $4.7M | 1.32% |
| 17 | CHUBB LIMITED | CB | 14,611 | $4.6M | 1.29% |
| 18 | BANK AMERICA CORP | 060505104 | 76,818 | $4.2M | 1.20% |
| 19 | VANGUARD INDEX FDS | 922908769 | 12,191 | $4.1M | 1.16% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 12,544 | $4.0M | 1.14% |