Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2026) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $389.56 million in total holdings as of June 30, 2026.Legacy Wealth Management, LLC / Ms owns shares of 114 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 7.47% of the portfolio was purchased this quarter.About 7.57% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 106 new stocks and bought additional shares in 37 stocks.Legacy Wealth Management, LLC / Ms sold shares of 47 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $71,971,344SPDR S&P 500 ETF Trust $65,298,655Apple $31,770,624SPDR Portfolio S&P 500 ETF $26,624,517Microsoft $16,807,513 Largest New Holdings this Quarter 038222105 - Applied Materials $1,781,472 Holding83946P107 - South Plains Financial $1,658,773 Holding958102105 - Western Digital $1,024,507 Holding438516205 - HONEYWELL INTL INC $947,962 Holding149123101 - Caterpillar $897,711 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 124,427 shares (about $10.93M)Applied Materials 2,464 shares (about $1.78M)Micron Technology 1,499 shares (about $1.73M)South Plains Financial 38,500 shares (about $1.66M)Western Digital 1,604 shares (about $1.02M) Largest Sales this Quarter IQVIA 8,935 shares (about $1.73M)Palo Alto Networks 4,105 shares (about $1.40M)NVIDIA 6,894 shares (about $1.38M)Alphabet 3,080 shares (about $1.10M)Visa 2,977 shares (about $1.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, LLC / Ms Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$71,971,344$1,379,420 â–¼-1.9%359,69518.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$65,298,655$194,161 â–¼-0.3%87,44116.8%FinanceAAPLApple$31,770,624$176,799 â–²0.6%109,7968.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$26,624,517$10,934,661 â–²69.7%302,9646.8%ETFMSFTMicrosoft$16,807,513$233,510 â–¼-1.4%45,0584.3%Computer and TechnologyGOOGLAlphabet$14,446,386$1,100,704 â–¼-7.1%40,4243.7%Computer and TechnologyPANWPalo Alto Networks$10,305,965$1,399,887 â–¼-12.0%30,2212.6%Computer and TechnologyWALMART INC$8,140,951$784,443 â–¼-8.8%71,8782.1%COMAMZNAmazon.com$6,820,337$368,950 â–¼-5.1%28,6161.8%Retail/WholesaleRTXRTX$6,810,090$44,965 â–¼-0.7%35,8941.7%AerospaceAVDEAvantis International Equity ETF$6,404,203$566,509 â–²9.7%71,7961.6%ETFVVisa$6,082,986$1,021,379 â–¼-14.4%17,7301.6%Business ServicesTJXTJX Companies$5,007,378$663,570 â–¼-11.7%33,0521.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$4,349,820$1,850 â–¼0.0%11,7551.1%ETFGOOGAlphabet$4,303,396$151,926 â–¼-3.4%12,1801.1%Computer and TechnologyMUMicron Technology$4,090,804$1,730,281 â–²73.3%3,5441.1%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$3,851,185$612,735 â–²18.9%37,3721.0%ETFLHXL3Harris Technologies$3,475,317$357,411 â–¼-9.3%11,9600.9%AerospaceCOSTCostco Wholesale$3,462,715$31,802 â–¼-0.9%3,7020.9%Retail/WholesaleBACBank of America$3,371,051$56,809 â–¼-1.7%59,1620.9%FinanceCBChubb$3,324,600$649,791 â–¼-16.3%9,7570.9%FinanceAVGOBroadcom$3,299,258$224,761 â–²7.3%8,7340.8%Computer and TechnologyJPMJPMorgan Chase & Co.$3,249,732$830,436 â–¼-20.4%9,9280.8%FinanceMETAMeta Platforms$3,095,842$242,215 â–²8.5%5,4960.8%Computer and TechnologyAJGArthur J. Gallagher & Co.$2,419,897$677,231 â–¼-21.9%10,5410.6%FinanceHUBBHubbell$2,303,178$34,009 â–¼-1.5%4,4020.6%IndustrialsSYKStryker$2,299,714$440,800 â–¼-16.1%7,3040.6%MedicalTMOThermo Fisher Scientific$2,112,230$961,107 â–¼-31.3%4,2130.5%MedicalIEXIDEX$1,986,947$49,929 â–¼-2.5%8,7550.5%IndustrialsBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,838,099$56,653 â–¼-3.0%98,9560.5%ETFBSXBoston Scientific$1,824,485$396,241 â–¼-17.8%42,7480.5%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,820,472$141,919 â–²8.5%8,5560.5%ETFABTAbbott Laboratories$1,783,537$378,304 â–¼-17.5%19,6550.5%MedicalAMATApplied Materials$1,781,472$1,781,472 â–²New Holding2,4640.5%Computer and TechnologyDHRDanaher$1,752,416$262,862 â–¼-13.0%9,2000.4%MedicalXOMExxonMobil$1,696,148$2,734 â–¼-0.2%12,4060.4%EnergyLOWLowe's Companies$1,692,702$3,528 â–²0.2%7,6770.4%Retail/WholesaleSPFISouth Plains Financial$1,658,773$1,658,773 â–²New Holding38,5000.4%FinanceUNPUnion Pacific$1,531,904$244,800 â–¼-13.8%5,6320.4%TransportationIQVIQVIA$1,497,841$1,726,420 â–¼-53.5%7,7520.4%MedicalINTCIntel$1,458,296$470,414 â–²47.6%10,4440.4%Computer and TechnologyLAM RESEARCH CORP$1,345,033$530,387 â–²65.1%3,1040.3%COM NEWEQHEquitable$1,283,051$438,800 â–¼-25.5%29,2400.3%FinanceTSLATesla$1,242,452$434,059 â–¼-25.9%2,9540.3%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$1,127,0550.0%1,6410.3%ETFGE VERNOVA INC$1,038,894$52,885 â–²5.4%8840.3%COMWDCWestern Digital$1,024,507$1,024,507 â–²New Holding1,6040.3%Computer and TechnologyTAT&T$1,014,276$78,411 â–¼-7.2%48,9990.3%Computer and TechnologyBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,001,861$186,461 â–²22.9%61,1450.3%ETFCOPConocoPhillips$968,179$90,965 â–¼-8.6%9,3130.2%EnergyHONEYWELL INTL INC$947,962$947,962 â–²New Holding4,2340.2%COMBSCSInvesco BulletShares 2028 Corporate Bond ETF$932,623$15,172 â–¼-1.6%45,7950.2%ETFUNHUnitedHealth Group$917,711$706,571 â–¼-43.5%2,2080.2%MedicalCVXChevron$902,874$139,567 â–¼-13.4%5,4470.2%EnergyCATCaterpillar$897,711$897,711 â–²New Holding8430.2%IndustrialsFCXFreeport-McMoRan$876,812$528,716 â–²151.9%13,9420.2%Basic MaterialsAMDAdvanced Micro Devices$865,556$865,556 â–²New Holding1,4900.2%Computer and TechnologyHONEYWELL AEROSPACE INC$858,122$858,122 â–²New Holding3,8820.2%COMNOWServiceNow$805,062$25,714 â–¼-3.1%8,1090.2%Computer and TechnologyOEFiShares S&P 100 ETF$789,355$366 â–²0.0%2,1570.2%ETFVGTVanguard Information Technology ETF$768,268$672,294 â–²700.5%6,4280.2%ETFTSMEThrivent Small-Mid Cap Equity ETF$759,0450.0%14,4940.2%ETFLINDE PLC$746,236$6,746 â–²0.9%1,4380.2%SHSCHICalamos Convertible Opportunities and Income Fund$740,659$2,298 â–²0.3%55,1090.2%Financial ServicesAMGNAmgen$713,014$2,897 â–²0.4%1,9690.2%MedicalCHYCalamos Convertible and High Income Fund$698,169$2,288 â–²0.3%51,2610.2%Financial ServicesBSCUInvesco BulletShares 2030 Corporate Bond ETF$695,647$123,523 â–²21.6%41,7930.2%ManufacturingBXBlackstone$665,131$201,904 â–²43.6%5,6530.2%FinanceFTVFortive$652,563$156,085 â–¼-19.3%10,6820.2%Computer and TechnologyISRGIntuitive Surgical$641,458$367,059 â–¼-36.4%1,6130.2%MedicalFITBFifth Third Bancorp$616,519$616,519 â–²New Holding10,9370.2%FinanceCSCOCisco Systems$586,249$5,873 â–¼-1.0%4,9910.2%Computer and TechnologyBLACKROCK INC$581,8960.0%6050.1%COMBSCWInvesco BulletShares 2032 Corporate Bond ETF$515,827$222,329 â–²75.8%25,1500.1%ETFMCDMcDonald's$500,007$945,419 â–¼-65.4%1,8500.1%Retail/WholesaleVRTVertiv$481,660$5,690 â–²1.2%1,4390.1%Computer and TechnologyTRMKTrustmark$473,9030.0%10,3000.1%FinanceKKRKKR & Co. Inc.$463,3050.0%5,0480.1%FinanceLDOSLeidos$446,3750.0%4,3350.1%Computer and TechnologyLLYEli Lilly and Company$442,590$35,983 â–²8.8%3690.1%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$429,6050.0%6,9900.1%ETFNEENextEra Energy$418,854$1,404 â–²0.3%4,7720.1%UtilitiesDALDelta Air Lines$414,446$414,446 â–²New Holding4,4250.1%TransportationHDHome Depot$403,542$3,175 â–²0.8%1,1440.1%Retail/WholesaleTIDAL TRUST II$390,385$202,242 â–²107.5%48,3150.1%YIELD UNIVE ETFSCRWDCrowdStrike$389,965$389,965 â–²New Holding5110.1%Computer and TechnologyAVYAvery Dennison$363,6640.0%2,2400.1%IndustrialsIWRiShares Russell Mid-Cap ETF$362,253$331 â–²0.1%3,2840.1%ETFBKRBaker Hughes$359,862$47,619 â–²15.3%6,4840.1%EnergyIWBiShares Russell 1000 ETF$358,313$10,238 â–¼-2.8%8750.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$354,212$726 â–¼-0.2%18,0580.1%ETFJEPIJPMorgan Equity Premium Income ETF$353,9600.0%6,2670.1%ETFJNJJohnson & Johnson$344,026$4,824 â–²1.4%1,3550.1%MedicalKDPKeurig Dr Pepper$343,665$259,549 â–¼-43.0%10,5000.1%Consumer StaplesEGPEastGroup Properties$337,054$2,633 â–²0.8%1,6640.1%FinanceBRK.BBerkshire Hathaway$334,261$400,313 â–¼-54.5%6680.1%FinanceNXPINXP Semiconductors$323,4660.0%1,1510.1%Computer and TechnologyFTNTFortinet$312,617$312,617 â–²New Holding2,0350.1%Computer and TechnologyAZNCFAstraZeneca$307,753$307,753 â–²New Holding1,6230.1%MedicalORCLOracle$303,798$21,689 â–²7.7%2,0730.1%Computer and TechnologyShowing largest 100 holdings. 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