Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2026) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $336.24 million in total holdings as of September 30, 2026.Legacy Wealth Management, LLC / Ms owns shares of 125 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.72% of the portfolio was purchased this quarter.About 32.16% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 114 new stocks and bought additional shares in 28 stocks.Legacy Wealth Management, LLC / Ms sold shares of 64 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $69,478,911SPDR Portfolio S&P 500 ETF $42,329,691Apple $22,006,961Microsoft $19,657,736NVIDIA $13,689,628 Largest New Holdings this Quarter 84615Q103 - Space Exploration Techncl A $6,658,508 Holding30233Q108 - Exxonmobil HLDGS Corp $1,425,527 Holding45168D104 - IDEXX Laboratories $478,326 Holding502441306 - LVMH-Moet Hennessy Louis Vuitton $465,239 Holding88634T881 - Yieldmax Gold MNR Opt STRGY ETF $383,218 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 168,623 shares (about $15.14M)Space Exploration Techncl A 44,137 shares (about $6.66M)SPDR S&P 500 ETF Trust 3,663 shares (about $2.79M)Exxonmobil HLDGS Corp 8,759 shares (about $1.43M)IDEXX Laboratories 916 shares (about $478.33K) Largest Sales this Quarter NVIDIA 299,753 shares (about $68.46M)Apple 43,713 shares (about $14.56M)Microsoft 6,731 shares (about $3.45M)Meta Platforms 3,890 shares (about $2.82M)Alphabet 5,755 shares (about $1.96M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$69,478,911$2,793,524 ▲4.2%91,10420.7%ETFSPLGSPDR Portfolio S&P 500 ETF$42,329,691$15,135,615 ▲55.7%471,58712.6%ETFAAPLApple$22,006,961$14,557,303 ▼-39.8%66,0836.5%TechnologyMSFTMicrosoft$19,657,736$3,452,298 ▼-14.9%38,3275.8%TechnologyNVDANVIDIA$13,689,628$68,457,960 ▼-83.3%59,9424.1%TechnologyGOOGLAlphabet$13,325,114$583,901 ▼-4.2%38,7274.0%Communication ServicesPANWPalo Alto Networks$10,517,988$1,489,118 ▼-12.4%26,4733.1%TechnologyWalMart RG$7,020,441$449,144 ▼-6.0%67,5562.1%Common StockAMZNAmazon.com$6,953,029$176,647 ▼-2.5%27,9072.1%Consumer DiscretionaryRTXRTX$6,837,559$173,770 ▲2.6%36,8302.0%IndustrialsSpace Exploration Techncl A$6,658,508$6,658,508 ▲New Holding44,1372.0%Common StockAVDEAvantis International Equity ETF$6,496,030$26,492 ▲0.4%72,0901.9%ETFVVisa$5,732,751$638,170 ▼-10.0%15,9541.7%FinanceTJXTJX Companies$4,061,652$311,458 ▼-7.1%30,6981.2%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$4,024,951$374,240 ▼-8.5%10,7551.2%ETFAVDVAvantis International Small Cap Value ETF$3,847,660$240,089 ▼-5.9%35,1771.1%ETFMUMicron Technology$3,218,762$555,987 ▼-14.7%3,0221.0%TechnologyCOSTCostco Wholesale$3,121,322$248,504 ▼-7.4%3,4290.9%Consumer StaplesAVGOBroadcom$3,078,690$11,239 ▲0.4%8,7660.9%TechnologyJPMJPMorgan Chase & Co.$3,076,719$207,761 ▼-6.3%9,3000.9%FinanceBACBank of America$2,945,153$275,035 ▼-8.5%54,1090.9%FinanceCBChubb$2,921,396$252,069 ▼-7.9%8,9820.9%FinanceLHXL3Harris Technologies$2,855,076$23,204 ▲0.8%12,0580.8%IndustrialsTMOThermo Fisher Scientific$2,464,608$379,378 ▼-13.3%3,6510.7%HealthcareAJGArthur J. Gallagher & Co.$2,240,268$164,239 ▼-6.8%9,8210.7%FinanceGOOGAlphabet$2,189,255$1,960,959 ▼-47.2%6,4250.7%Communication ServicesBSXBoston Scientific$2,182,413$316,463 ▲17.0%49,9980.6%HealthcareSYKStryker$2,174,727$163,304 ▲8.1%7,8970.6%HealthcareHUBBHubbell$1,997,048$454 ▲0.0%4,4030.6%IndustrialsIEXIDEX$1,861,001$134,964 ▼-6.8%8,1630.6%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,815,610$35,780 ▲2.0%8,7280.5%ETFSPFISouth Plains Financial$1,606,6050.0%38,5000.5%FinanceUNPUnion Pacific$1,505,423$27,213 ▼-1.8%5,5320.4%IndustrialsABTAbbott Laboratories$1,469,274$473,188 ▼-24.4%14,8670.4%HealthcareEQHEquitable$1,449,659$49,476 ▼-3.3%28,2750.4%FinanceExxonmobil HLDGS Corp$1,425,527$1,425,527 ▲New Holding8,7590.4%Common StockDHRDanaher$1,382,915$655,345 ▼-32.2%6,2420.4%HealthcareLOWLowe's Companies$1,375,725$39,069 ▼-2.8%7,4650.4%Consumer DiscretionaryFCXFreeport-McMoRan$1,312,360$336,420 ▲34.5%18,7480.4%MaterialsINTCIntel$1,257,125$1,443 ▲0.1%10,4560.4%TechnologyAMATApplied Materials$1,250,324$9,716 ▼-0.8%2,4450.4%TechnologyIQVIQVIA$1,214,933$869,192 ▼-41.7%4,5190.4%HealthcareTAT&T$1,169,074$26,498 ▼-2.2%47,9130.3%Communication ServicesMETAMeta Platforms$1,164,639$2,820,950 ▼-70.8%1,6060.3%Communication ServicesVOOVanguard S&P 500 ETF$1,150,1110.0%1,6410.3%ETFCVXChevron$1,113,155$817 ▲0.1%5,4510.3%EnergyBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,032,951$768,034 ▼-42.6%56,7560.3%ETFLam Resh Corp$1,014,606$4,927 ▼-0.5%3,0890.3%Common StockBSCUInvesco BulletShares 2030 Corporate Bond ETF$979,264$304,724 ▲45.2%60,6730.3%ETFAMDAdvanced Micro Devices$910,299$1,224 ▼-0.1%1,4880.3%TechnologyBSCVInvesco BulletShares 2031 Corporate Bond ETF$907,358$56,898 ▼-5.9%57,5370.3%ETFAMGNAmgen$826,160$3,794 ▼-0.5%1,9600.2%HealthcareOEFiShares S&P 100 ETF$825,064$764 ▲0.1%2,1590.2%ETFNOWServiceNow$818,667$268,020 ▼-24.7%6,1090.2%TechnologyGE Vernova Inc$813,921$26,624 ▼-3.2%8560.2%Common StockVGTVanguard Information Technology ETF$807,8600.0%6,4280.2%ETFUNHUnitedHealth Group$788,488$22,025 ▼-2.7%2,1480.2%HealthcareCOPConocoPhillips$783,814$381,707 ▼-32.7%6,2630.2%EnergyBSCSInvesco BulletShares 2028 Corporate Bond ETF$753,890$167,744 ▼-18.2%37,4600.2%ETFHoneywell Intl Inc$732,072$160,925 ▼-18.0%3,4710.2%Common StockWDCWestern Digital$714,411$14,543 ▼-2.0%1,5720.2%TechnologyCATCaterpillar$691,604$8,108 ▲1.2%8530.2%IndustrialsLinde PLC F$682,5470.0%1,4380.2%Common StockTSMEThrivent Small-Mid Cap Equity ETF$653,256$4,767 ▼-0.7%14,3890.2%ETFBlackRock Inc New$641,027$1,058 ▲0.2%6060.2%Common StockBXBlackstone$631,008$2,690 ▼-0.4%5,6290.2%FinanceCHICalamos Convertible Opportunities and Income Fund$603,885$26,015 ▼-4.1%52,8330.2%FinanceXOMExxonMobil$585,900$1,433,177 ▼-71.0%3,6000.2%EnergyCHYCalamos Convertible and High Income Fund$574,338$25,926 ▼-4.3%49,0470.2%FinanceFITBFifth Third Bancorp$559,718$6,525 ▲1.2%11,0660.2%FinanceCRWDCrowdStrike$541,149$405,862 ▲300.0%2,0440.2%TechnologyCSCOCisco Systems$535,882$1,292 ▼-0.2%4,9790.2%TechnologyLDOSLeidos$511,686$16,447 ▼-3.1%4,2000.2%IndustrialsIWRiShares Russell Mid-Cap ETF$503,026$152,594 ▲43.5%4,7140.1%ETFIDXXIDEXX Laboratories$478,326$478,326 ▲New Holding9160.1%HealthcareLVMUYLVMH-Moet Hennessy Louis Vuitton$465,239$465,239 ▲New Holding5,2850.1%Consumer DiscretionaryTRMKTrustmark$461,7490.0%10,3000.1%FinanceKKRKKR & Co. Inc.$460,8820.0%5,0480.1%FinanceHoneywell Aerospace Inc$457,781$143,812 ▼-23.9%2,9540.1%Common StockJEPQJPMorgan Nasdaq Equity Premium Income ETF$428,2070.0%6,9900.1%ETFLLYEli Lilly and Company$424,648$2,314 ▼-0.5%3670.1%HealthcareISRGIntuitive Surgical$420,049$235,846 ▼-36.0%1,0330.1%HealthcareFTVFortive$402,196$183,285 ▼-31.3%7,3380.1%IndustrialsDALDelta Air Lines$401,610$32,299 ▲8.7%4,8120.1%IndustrialsYieldmax Gold MNR Opt STRGY ETF$383,218$383,218 ▲New Holding37,9800.1%ETFAVYAvery Dennison$382,3010.0%2,2400.1%MaterialsIBDWiShares iBonds Dec 2031 Term Corporate ETF$368,101$368,101 ▲New Holding18,3500.1%ETFPalantir Technologies In Class A$367,366$367,366 ▲New Holding1,9640.1%Common StockIWBiShares Russell 1000 ETF$364,1140.0%8750.1%ETFFTNTFortinet$363,7770.0%2,0350.1%TechnologyNEENextEra Energy$363,762$2,348 ▲0.6%4,8030.1%UtilitiesJEPIJPMorgan Equity Premium Income ETF$352,3310.0%6,2670.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$342,746$10,203 ▼-2.9%17,5360.1%ETFXYLXylem$326,089$326,089 ▲New Holding3,2200.1%IndustrialsHDHome Depot$325,963$569 ▲0.2%1,1460.1%Consumer DiscretionaryTSLATesla$322,877$725,231 ▼-69.2%9100.1%Consumer DiscretionaryKRKroger$311,272$311,272 ▲New Holding5,3100.1%Consumer StaplesMASMasco$296,425$52,707 ▲21.6%4,3980.1%IndustrialsBRK.BBerkshire Hathaway$291,799$40,832 ▼-12.3%5860.1%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$288,301$13,808 ▲5.0%3,1320.1%ETFShowing largest 100 holdings. 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