Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS reported 114 holdings worth US$390M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Legacy Wealth Management, LLC / MS reported 114 holdings worth US$390M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 114
- Value as reported
- US$390M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 360K | US$72M | 18.5% |
| Apple Inc | 110K | US$31.8M | 8.2% |
| Alphabet Inc (google) Class C | 52,466 | US$18.7M | 4.8% |
| Microsoft Corp. | 45,058 | US$16.8M | 4.3% |
| Palo Alto Networks, Inc. | 30,221 | US$10.3M | 2.6% |
| Walmart Inc. | 71,878 | US$8.14M | 2.1% |
| Amazon.com, Inc. | 28,616 | US$6.82M | 1.8% |
| Rtx Corporation | 35,894 | US$6.81M | 1.7% |
| Visa Inc. | 17,730 | US$6.08M | 1.6% |
| Tjx Companies, Inc. (the) | 33,052 | US$5.01M | 1.3% |
| Micron Technology, Inc. | 3,544 | US$4.09M | 1.1% |
| L3harris Technologies, Inc. | 11,960 | US$3.48M | 0.89% |
| Costco Wholesale Corporation | 3,702 | US$3.46M | 0.89% |
| Bank Of America Corporation | 59,162 | US$3.37M | 0.87% |
| Broadcom Inc. | 8,734 | US$3.3M | 0.85% |
| Jp Morgan Chase & Co. | 9,928 | US$3.25M | 0.83% |
| Meta Platforms, Inc. | 5,496 | US$3.1M | 0.79% |
| Arthur J. Gallagher & Co. | 10,541 | US$2.42M | 0.62% |
| Hubbell Inc | 4,402 | US$2.3M | 0.59% |
| Stryker Corporation | 7,304 | US$2.3M | 0.59% |
| Thermo Fisher Scientific Inc | 4,213 | US$2.11M | 0.54% |
| Idex Corporation | 8,755 | US$1.99M | 0.51% |
| Boston Scientific Corporation | 42,748 | US$1.82M | 0.47% |
| Abbott Laboratories | 19,655 | US$1.78M | 0.46% |
| Applied Materials, Inc. | 2,464 | US$1.78M | 0.46% |
| Danaher Corporation | 9,200 | US$1.75M | 0.45% |
| Exxon Mobil Corporation | 12,406 | US$1.7M | 0.44% |
| Lowe's Companies, Inc. | 7,677 | US$1.69M | 0.43% |
| South Plains Financial, Inc. | 38,500 | US$1.66M | 0.43% |
| Union Pacific Corporation | 5,632 | US$1.53M | 0.39% |
| Iqvia Holdings, Inc. | 7,752 | US$1.5M | 0.38% |
| Intel Corporation | 10,444 | US$1.46M | 0.37% |
| Lam Research Corporation | 3,104 | US$1.35M | 0.35% |
| Equitable Holdings, Inc. | 29,240 | US$1.28M | 0.33% |
| Tesla, Inc. | 2,954 | US$1.24M | 0.32% |
| Ge Vernova Inc. | 884 | US$1.04M | 0.27% |
| Western Digital Corporation | 1,604 | US$1.02M | 0.26% |
| At&t Inc. | 48,999 | US$1.01M | 0.26% |
| Conocophillips | 9,313 | US$968K | 0.25% |
| Unitedhealth Group Incorporated | 2,208 | US$918K | 0.24% |
| Chevron Corporation | 5,447 | US$903K | 0.23% |
| Caterpillar, Inc. | 843 | US$898K | 0.23% |
| Freeport-mcmoran, Inc. | 13,942 | US$877K | 0.23% |
| Advanced Micro Devices Inc | 1,490 | US$866K | 0.22% |
| Servicenow, Inc. | 8,109 | US$805K | 0.21% |
| Amgen Inc. | 1,969 | US$713K | 0.18% |
| Blackstone Inc. | 5,653 | US$665K | 0.17% |
| Fortive Corporation | 10,682 | US$653K | 0.17% |
| Intuitive Surgical, Inc. | 1,613 | US$641K | 0.16% |
| Fifth Third Bancorp | 10,937 | US$617K | 0.16% |
| Cisco Systems, Inc. | 4,991 | US$586K | 0.15% |
| Blackrock, Inc. | 605 | US$582K | 0.15% |
| Mcdonald's Corporation | 1,850 | US$500K | 0.13% |
| Vertiv Holdings, Llc | 1,439 | US$482K | 0.12% |
| Trustmark Corporation | 10,300 | US$474K | 0.12% |
| Kkr & Co. Inc. | 5,048 | US$463K | 0.12% |
| Leidos Holdings, Inc. | 4,335 | US$446K | 0.11% |
| Eli Lilly And Company | 369 | US$443K | 0.11% |
| Nextera Energy, Inc. | 4,772 | US$419K | 0.11% |
| Delta Air Lines, Inc. | 4,425 | US$414K | 0.11% |
| Home Depot, Inc. (the) | 1,144 | US$404K | 0.10% |
| Crowdstrike Holdings, Inc. | 511 | US$390K | 0.10% |
| Avery Dennison Corporation | 2,240 | US$364K | 0.09% |
| Baker Hughes Company | 6,484 | US$360K | 0.09% |
| Johnson & Johnson | 1,355 | US$344K | 0.09% |
| Keurig Dr Pepper Inc. | 10,500 | US$344K | 0.09% |
| Eastgroup Properties, Inc. | 1,664 | US$337K | 0.09% |
| Berkshire Hathaway Inc. | 668 | US$334K | 0.09% |
| Fortinet, Inc. | 2,035 | US$313K | 0.08% |
| Oracle Corporation | 2,073 | US$304K | 0.08% |
| Masco Corporation | 3,616 | US$294K | 0.08% |
| Lennar Corporation | 3,251 | US$294K | 0.08% |
| Analog Devices, Inc. | 708 | US$281K | 0.07% |
| Zoetis Inc. | 3,580 | US$257K | 0.07% |
| Abbvie Inc. | 1,014 | US$255K | 0.07% |
| The Cigna Group | 907 | US$250K | 0.06% |
| Ametek, Inc. | 950 | US$230K | 0.06% |
| Goldman Sachs Group, Inc. (the) | 203 | US$205K | 0.05% |
| S&p Global Inc. | 500 | US$204K | 0.05% |
| American Express Company | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Philip Morris International Inc | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
Source
View original at SEC
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