Legacy Wealth Management, LLC / MS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 5, 2026, for the 2025 Q4 period, Legacy Wealth Management, LLC / MS held in its portfolio 100 assets valued at $374,558,309 (i.e. $374.56M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($68.04M), SPDR S&P 500 ETF TR ($62.76M), and APPLE INC ($29.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 100 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Wealth Management, LLC / MS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 364843 | 68043182 | COM |
| SPDR S&P 500 ETF TR | 92031 | 62757920 | TR UNIT |
| APPLE INC | 109653 | 29810315 | COM |
| MICROSOFT CORP | 52172 | 25231562 | COM |
| SPDR SERIES TRUST | 173850 | 13946284 | PORTFOLIO S&P500 |
| ALPHABET INC | 42357 | 13257628 | CAP STK CL A |
| WALMART INC | 79221 | 8825991 | COM |
| AMAZON COM INC | 31467 | 7263213 | COM |
| VISA INC | 20654 | 7243564 | COM CL A |
| PALO ALTO NETWORKS INC | 37564 | 6919289 | COM |
| RTX CORPORATION | 36624 | 6716831 | COM |
| PALANTIR TECHNOLOGIES INC | 34580 | 6146595 | CL A |
| TJX COS INC NEW | 37677 | 5787564 | COM |
| BOSTON SCIENTIFIC CORP | 49800 | 4748430 | COM |
| THERMO FISHER SCIENTIFIC INC | 8123 | 4706872 | COM |
| IQVIA HLDGS INC | 20640 | 4652462 | COM |
| CHUBB LIMITED | 14611 | 4560385 | COM |
| BANK AMERICA CORP | 76818 | 4224990 | COM |
| VANGUARD INDEX FDS | 12191 | 4087277 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 12544 | 4041928 | COM |
| L3HARRIS TECHNOLOGIES INC | 13304 | 3905760 | COM |
| DANAHER CORPORATION | 16997 | 3890953 | COM |
| GALLAGHER ARTHUR J & CO | 13491 | 3491336 | COM |
| COSTCO WHSL CORP NEW | 3723 | 3210743 | COM |
| STRYKER CORPORATION | 8703 | 3058993 | COM |
| ABBOTT LABS | 23870 | 2990637 | COM |
| UNITEDHEALTH GROUP INC | 8910 | 2941280 | COM |
| ALPHABET INC | 9173 | 2878490 | CAP STK CL C |
| META PLATFORMS INC | 4359 | 2877332 | CL A |
| BROADCOM INC | 8106 | 2805472 | COM |
| HONEYWELL INTL INC | 12605 | 2459204 | COM |
| HUBBELL INC | 4466 | 1983427 | COM |
| EQUITABLE HLDGS INC | 39240 | 1869786 | COM |
| LOWES COS INC | 7661 | 1847527 | COM |
| INVESCO EXCH TRD SLF IDX FD | 97781 | 1841696 | BULETSHS 2029 |
| IDEX CORP | 9554 | 1700039 | COM |
| MCDONALDS CORP | 5347 | 1634145 | COM |
| UNION PAC CORP | 6856 | 1585930 | COM |
| EXXON MOBIL CORP | 12457 | 1499075 | COM |
| AT&T INC | 53959 | 1340352 | COM |
| INVESCO EXCHANGE TRADED FD T | 6563 | 1257219 | S&P500 EQL WGT |
| INTUITIVE SURGICAL INC | 2060 | 1166702 | COM NEW |
| AMERICAN EXPRESS CO | 3015 | 1115399 | COM |
| ZOETIS INC | 8705 | 1095263 | CL A |
| CONOCOPHILLIPS | 11384 | 1065656 | COM |
| VANGUARD INDEX FDS | 1641 | 1029120 | S&P 500 ETF SHS |
| FORTIVE CORP | 18237 | 1006865 | COM |
| INVESCO EXCH TRD SLF IDX FD | 47091 | 970083 | INVSCO BLSH 28 |
| AGILENT TECHNOLOGIES INC | 6882 | 936434 | COM |
| TESLA INC | 1907 | 857616 | COM |
| LEIDOS HOLDINGS INC | 4335 | 782034 | COM |
| CHEVRON CORP NEW | 4980 | 758953 | COM |
| SPDR SERIES TRUST | 16132 | 755946 | PORTFOLIO S&P600 |
| ISHARES TR | 2153 | 738353 | S&P 100 ETF |
| BERKSHIRE HATHAWAY INC DEL | 1443 | 725324 | CL B NEW |
| COCA COLA CO | 9509 | 664805 | COM |
| BLACKROCK INC | 604 | 646450 | COM |
| KKR & CO INC | 5048 | 643519 | COM |
| AMGEN INC | 1952 | 638909 | COM |
| THRIVENT ETF TRUST | 15109 | 629098 | SMALL MID CAP EQ |
| BLACKSTONE INC | 4033 | 621635 | COM |
| LINDE PLC | 1425 | 607606 | SHS |
| VANGUARD WORLD FD | 803 | 605583 | INF TECH ETF |
| CALAMOS CONV & HIGH INCOME F | 50916 | 575857 | COM SHS |
| CALAMOS CONV OPPORTUNITIES & | 54753 | 573810 | SH BEN INT |
| AMETEK INC | 2750 | 564603 | COM |
| MATADOR RES CO | 13035 | 553205 | COM |
| INVESCO EXCH TRD SLF IDX FD | 27364 | 540170 | BULSHS 2027 CB |
| AVERY DENNISON CORP | 2400 | 436512 | COM |
| TRUSTMARK CORP | 10700 | 416765 | COM |
| J P MORGAN EXCHANGE TRADED F | 6990 | 406259 | NASDAQ EQT PREM |
| HOME DEPOT INC | 1128 | 388272 | COM |
| NEXTERA ENERGY INC | 4725 | 379359 | COM |
| CISCO SYS INC | 4899 | 377376 | COM |
| INVESCO EXCH TRD SLF IDX FD | 22205 | 370712 | BULETSHS 2031 CP |
| ORACLE CORP | 1854 | 361363 | COM |
| ELI LILLY & CO | 334 | 358943 | COM |
| J P MORGAN EXCHANGE TRADED F | 6267 | 358723 | EQUITY PREMIUM |
| SPDR SERIES TRUST | 4155 | 342788 | PORTFOLI S&P1500 |
| ISHARES TR | 900 | 336096 | RUS 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 19032 | 322024 | INVSCO 30 CORP |
| ISHARES TR | 3277 | 315520 | RUS MID CAP ETF |
| ASTRAZENECA PLC | 3246 | 298405 | SPONSORED ADR |
| INVESCO EXCH TRD SLF IDX FD | 14285 | 298199 | BULLETSHS 2032 |
| EASTGROUP PPTYS INC | 1637 | 291696 | COM |
| RALLIANT CORP | 5664 | 288354 | COM |
| JOHNSON & JOHNSON | 1302 | 269416 | COM |
| NXP SEMICONDUCTORS N V | 1226 | 266116 | COM |
| S&P GLOBAL INC | 500 | 261295 | COM |
| INVESCO QQQ TR | 402 | 247204 | UNIT SER 1 |
| ISHARES TR | 987 | 242848 | RUSSELL 2000 ETF |
| TIDAL TRUST II | 24145 | 240967 | YIELDMAX UNIVERS |
| CROWDSTRIKE HLDGS INC | 511 | 239536 | CL A |
| TIDAL TRUST II | 14355 | 229967 | YIELDMAX GOLD MI |
| INVESCO EXCH TRD SLF IDX FD | 11725 | 229517 | BULSHS 2026 CB |
| GLOBAL X FDS | 4706 | 227817 | GLBL X MLP ETF |
| VERTIV HOLDINGS CO | 1403 | 227292 | COM CL A |
| ABBVIE INC | 952 | 217584 | COM |
| WARNER BROS DISCOVERY INC | 7155 | 206207 | COM SER A |
| GABELLI EQUITY TR INC | 31524 | 194501 | COM |
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