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Legacy Wealth Management, LLC / MS

Q2 2026 13F Holdings

  • Location
    ridgeland, MS
  • Num holdings

    114

  • Value ($000)

    $389,560

  • Date Filed
    07/08/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$71.97M
19 %

359,695

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$65.3M
17 %

87,441

A
AAPL

APPLE INC

COM
037833100
$31.77M
8 %

109,796

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$26.62M
7 %

302,964

M
MSFT

MICROSOFT CORP

COM
594918104
$16.81M
4 %

45,058

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$14.45M
4 %

40,424

P
PANW

PALO ALTO NETWORKS INC

COM
697435105
$10.31M
3 %

30,221

W
WMT

WALMART INC

COM
931142103
$8.14M
2 %

71,878

A
AMZN

AMAZON COM INC

COM
023135106
$6.82M
2 %

28,616

R
RTX

RTX CORPORATION

COM
75513E101
$6.81M
2 %

35,894

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