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Legacy Wealth Management, LLC / MS

Q4 2025 13F Holdings

  • Location
    ridgeland, MS
  • Num holdings

    100

  • Value ($000)

    $374,558

  • Date Filed
    01/05/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.04M
18 %

364,843

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$62.76M
17 %

92,031

A
AAPL

APPLE INC

COM
037833100
$29.81M
8 %

109,653

M
MSFT

MICROSOFT CORP

COM
594918104
$25.23M
7 %

52,172

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$13.95M
4 %

173,850

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.26M
4 %

42,357

W
WMT

WALMART INC

COM
931142103
$8.83M
2 %

79,221

A
AMZN

AMAZON COM INC

COM
023135106
$7.26M
2 %

31,467

V
V

VISA INC

COM CL A
92826C839
$7.24M
2 %

20,654

P
PANW

PALO ALTO NETWORKS INC

COM
697435105
$6.92M
2 %

37,564

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