13F Insight
DOSSIER · 13F-HR · Q2 2026

Legacy Wealth Management, LLC / MS

$390M in tracked AUM across 114 positions as of Q2 2026.

LW
CIK 0002047443 · last filed Jun 30, 2026
Total AUM
$390M
as of Q2 2026
Holdings
114
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Legacy Wealth Management, LLC / MS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$72M360K18.5%02
SPY
STATE STR SPDR S&P 500 ETF T
$65M87K16.8%03
AAPL
APPLE INC
$32M110K8.2%04
SPYM
SPDR SERIES TRUST
$27M303K6.8%05
MSFT
MICROSOFT CORP
$17M45K4.3%06
GOOGL
ALPHABET INC
$14M40K3.7%07
PANW
PALO ALTO NETWORKS INC
$10M30K2.6%08
WMT
WALMART INC
$8M72K2.1%09
AMZN
AMAZON COM INC
$7M29K1.8%10
RTX
RTX CORPORATION
$7M36K1.7%

Filing history

2026Q2Jun 30
$390M▲ 11.0%
114 positionsView →2026Q1Mar 31
$351M▼ 6.3%
106 positionsView →2025Q4Dec 31
$375M▲ 87.1%
100 positionsView →2025Q3Sep 30
$200M▼ 39.1%
50 positionsView →2025Q2Jun 30
$329M▲ 7.5%
90 positionsLocked2025Q1Mar 31
$306M▲ 21.5%
97 positionsLocked2024Q4Dec 31
$252M▼ 7.6%
88 positionsLocked2024Q3Sep 30
$272M▲ 15.0%
96 positionsLocked2024Q2Jun 30
$237M▲ 6.7%
72 positionsLocked2024Q1Mar 31
$222M▲ 6.9%
71 positionsLocked2023Q4Dec 31
$207M▲ 7.8%
70 positionsLocked2023Q3Sep 30
$192M▼ 3.5%
74 positionsLocked
Showing 12 of 27