Legacy Wealth Management, LLC / MS

Q2 2025 13F Holdings

  • Location
    ridgeland, MS
  • Num holdings

    90

  • Value ($000)

    $328,853

  • Date Filed
    07/01/2025
  • Form type
    13F-HR
  • CIK
    0002047443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$56.82M
17 %

91,957

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$50.43M
15 %

319,224

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$25.83M
8 %

51,929

AAPL
AAPL

APPLE INC

COM
037833100
$22.43M
7 %

109,347

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$10.46M
3 %

143,893

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$9.45M
3 %

46,165

WMT
WMT

WALMART INC

COM
931142103
$7.67M
2 %

78,429

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.54M
2 %

42,782

V
V

VISA INC

COM CL A
92826C839
$7.29M
2 %

20,535

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.72M
2 %

30,642

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