Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2026) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $350.85 million in total holdings as of March 31, 2026.Legacy Wealth Management, LLC / Ms owns shares of 106 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 5.18% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 100 new stocks and bought additional shares in 40 stocks.Legacy Wealth Management, LLC / Ms sold shares of 36 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $63,933,087SPDR S&P 500 ETF Trust $57,035,426Apple $27,710,108Microsoft $16,910,684SPDR Portfolio S&P 500 ETF $13,665,257 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $5,552,354 Holding025072802 - Avantis International Small Cap Value ETF $3,138,200 Holding81762P102 - ServiceNow $874,874 Holding36828A101 - GE VERNOVA INC $732,555 Holding595112103 - Micron Technology $690,883 Holding Largest Purchases this Quarter Avantis International Equity ETF 65,445 shares (about $5.55M)Avantis International Small Cap Value ETF 31,426 shares (about $3.14M)Alphabet 3,437 shares (about $985.96K)ServiceNow 8,368 shares (about $874.87K)Tesla 2,079 shares (about $772.87K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,330 shares (about $2.82M)Microsoft 6,488 shares (about $2.40M)UnitedHealth Group 5,002 shares (about $1.35M)Danaher 6,417 shares (about $1.22M)Thermo Fisher Scientific 1,993 shares (about $979.62K) 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$63,933,087$304,502 ▲0.5%366,58918.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$57,035,426$2,815,970 ▼-4.7%87,70116.3%FinanceAAPLApple$27,710,108$118,774 ▼-0.4%109,1857.9%Computer and TechnologyMSFTMicrosoft$16,910,684$2,401,640 ▼-12.4%45,6844.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$13,665,257$358,744 ▲2.7%178,5373.9%ETFGOOGLAlphabet$12,509,894$329,828 ▲2.7%43,5043.6%Computer and TechnologyWALMART INC$9,793,809$51,825 ▼-0.5%78,8042.8%COMRTXRTX$6,969,595$95,099 ▼-1.3%36,1312.0%AerospaceAMZNAmazon.com$6,282,256$271,376 ▼-4.1%30,1641.8%Retail/WholesaleVVisa$6,258,484$16,019 ▲0.3%20,7071.8%Business ServicesTJXTJX Companies$5,977,890$39,126 ▼-0.7%37,4321.7%Retail/WholesaleAVDEAvantis International Equity ETF$5,552,354$5,552,354 ▲New Holding65,4451.6%ETFPANWPalo Alto Networks$5,503,144$519,116 ▼-8.6%34,3261.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$5,412,360$353,998 ▲7.0%37,0001.5%CL ALHXL3Harris Technologies$4,552,641$39,348 ▼-0.9%13,1901.3%AerospaceCBChubb$3,801,648$960,516 ▼-20.2%11,6641.1%FinanceVTIVanguard Total Stock Market ETF$3,772,726$138,269 ▼-3.5%11,7601.1%ETFCOSTCostco Wholesale$3,723,089$12,955 ▲0.3%3,7361.1%Retail/WholesaleJPMJPMorgan Chase & Co.$3,666,704$23,239 ▼-0.6%12,4651.0%FinanceGOOGAlphabet$3,617,388$985,961 ▲37.5%12,6101.0%Computer and TechnologyBSXBoston Scientific$3,265,008$140,058 ▲4.5%52,0320.9%MedicalAVDVAvantis International Small Cap Value ETF$3,138,200$3,138,200 ▲New Holding31,4260.9%ETFTMOThermo Fisher Scientific$3,013,079$979,619 ▼-24.5%6,1300.9%MedicalBACBank of America$2,932,751$812,126 ▼-21.7%60,1590.8%FinanceAJGArthur J. Gallagher & Co.$2,921,8810.0%13,4910.8%FinanceMETAMeta Platforms$2,898,411$404,496 ▲16.2%5,0660.8%Computer and TechnologySYKStryker$2,860,005$329 ▲0.0%8,7040.8%MedicalIQVIQVIA$2,845,801$674,145 ▼-19.2%16,6870.8%MedicalAVGOBroadcom$2,518,953$10,213 ▲0.4%8,1390.7%Computer and TechnologyABTAbbott Laboratories$2,445,999$4,723 ▼-0.2%23,8240.7%MedicalHUBBHubbell$2,191,936$491 ▲0.0%4,4670.6%IndustrialsHONHoneywell International$2,183,683$665,435 ▼-23.4%9,6610.6%Multi-Sector ConglomeratesXOMExxonMobil$2,108,195$5,259 ▼-0.2%12,4260.6%EnergyDHRDanaher$2,005,968$1,216,663 ▼-37.8%10,5800.6%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,903,464$78,840 ▲4.3%102,0060.5%ETFLOWLowe's Companies$1,810,1410.0%7,6610.5%Retail/WholesaleIEXIDEX$1,701,211$109,749 ▼-6.1%8,9750.5%IndustrialsMCDMcDonald's$1,662,160$311 ▲0.0%5,3480.5%Retail/WholesaleUNPUnion Pacific$1,584,794$78,609 ▼-4.7%6,5320.5%TransportationTAT&T$1,530,295$33,976 ▼-2.2%52,7870.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,514,068$254,488 ▲20.2%7,8890.4%ETFTSLATesla$1,481,796$772,869 ▲109.0%3,9860.4%Auto/Tires/TrucksEQHEquitable$1,456,1960.0%39,2400.4%FinanceCOPConocoPhillips$1,344,816$157,872 ▼-10.5%10,1880.4%EnergyCVXChevron$1,301,251$270,844 ▲26.3%6,2890.4%EnergyISRGIntuitive Surgical$1,169,071$219,431 ▲23.1%2,5360.3%MedicalUNHUnitedHealth Group$1,057,466$1,353,492 ▼-56.1%3,9080.3%MedicalVOOVanguard S&P 500 ETF$980,5800.0%1,6410.3%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$950,495$11,253 ▼-1.2%46,5400.3%ETFAXPAmerican Express$924,076$12,099 ▲1.3%3,0550.3%FinanceNOWServiceNow$874,874$874,874 ▲New Holding8,3680.2%Computer and TechnologyZTSZoetis$853,240$175,778 ▼-17.1%7,2180.2%MedicalBSCVInvesco BulletShares 2031 Corporate Bond ETF$819,132$453,638 ▲124.1%49,7650.2%ETFGE VERNOVA INC$732,555$732,555 ▲New Holding8390.2%COMFTVFortive$731,741$276,400 ▼-27.4%13,2370.2%Computer and TechnologyKOCocaCola$724,334$1,141 ▲0.2%9,5240.2%Consumer StaplesLINDE PLC$706,4580.0%1,4250.2%SHSBRK.BBerkshire Hathaway$703,466$11,980 ▲1.7%1,4680.2%FinanceMUMicron Technology$690,883$690,883 ▲New Holding2,0450.2%Computer and TechnologyAMGNAmgen$689,978$3,167 ▲0.5%1,9610.2%MedicalOEFiShares S&P 100 ETF$685,623$954 ▲0.1%2,1560.2%ETFLDOSLeidos$674,1790.0%4,3350.2%Computer and TechnologyTSMEThrivent Small-Mid Cap Equity ETF$602,656$25,572 ▼-4.1%14,4940.2%ETFCHICalamos Convertible Opportunities and Income Fund$590,034$1,987 ▲0.3%54,9380.2%Financial ServicesAMEAMETEK$589,4900.0%2,7500.2%Computer and TechnologyBLACKROCK INC$581,430$961 ▲0.2%6050.2%COMBSCUInvesco BulletShares 2030 Corporate Bond ETF$574,671$256,472 ▲80.6%34,3720.2%ManufacturingVGTVanguard Information Technology ETF$560,5830.0%8030.2%ETFCHYCalamos Convertible and High Income Fund$556,402$1,928 ▲0.3%51,0930.2%Financial ServicesKDPKeurig Dr Pepper$485,262$485,262 ▲New Holding18,4300.1%Consumer StaplesKKRKKR & Co. Inc.$466,9400.0%5,0480.1%FinanceBXBlackstone$452,658$11,038 ▼-2.4%3,9370.1%FinanceNEENextEra Energy$441,738$2,879 ▲0.7%4,7560.1%UtilitiesTRMKTrustmark$434,042$16,856 ▼-3.7%10,3000.1%FinanceLAM RESEARCH CORP$401,723$401,723 ▲New Holding1,8800.1%COM NEWCSCOCisco Systems$391,110$11,017 ▲2.9%5,0410.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$388,0850.0%6,9900.1%ETFAVYAvery Dennison$386,803$27,629 ▼-6.7%2,2400.1%IndustrialsHDHome Depot$373,226$2,302 ▲0.6%1,1350.1%Retail/WholesaleVRTVertiv$356,399$4,762 ▲1.4%1,4220.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$355,2140.0%6,2670.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$355,119$181,906 ▼-33.9%18,0950.1%ETFBKRBaker Hughes$343,467$343,467 ▲New Holding5,6260.1%EnergyJNJJohnson & Johnson$326,606$8,312 ▲2.6%1,3360.1%MedicalFCXFreeport-McMoRan$325,347$325,347 ▲New Holding5,5350.1%Basic MaterialsIWBiShares Russell 1000 ETF$320,9040.0%9000.1%ETFIWRiShares Russell Mid-Cap ETF$318,969$389 ▲0.1%3,2810.1%ETFINTCIntel$312,220$312,220 ▲New Holding7,0750.1%Computer and TechnologyLLYEli Lilly and Company$311,802$4,599 ▲1.5%3390.1%MedicalEGPEastGroup Properties$305,593$2,591 ▲0.9%1,6510.1%FinanceBSCWInvesco BulletShares 2032 Corporate Bond ETF$294,613$515 ▲0.2%14,3100.1%ETFPMPhilip Morris International$285,212$285,212 ▲New Holding1,7250.1%Consumer StaplesORCLOracle$283,187$10,445 ▲3.8%1,9250.1%Computer and TechnologyMLPAGlobal X MLP ETF$253,5120.0%4,7060.1%ETFEFAiShares MSCI EAFE ETF$241,855$241,855 ▲New Holding2,4900.1%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$235,124$93,370 ▼-28.4%2,9740.1%ETFQQQInvesco QQQ$232,563$577 ▲0.2%4030.1%FinanceSHELShell$228,369$228,369 ▲New Holding2,4560.1%EnergyNXPINXP Semiconductors$226,586$14,765 ▼-6.1%1,1510.1%Computer and TechnologyADIAnalog Devices$225,243$225,243 ▲New Holding7080.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
