§ 13F · FUND PROFILE
Legacy Wealth Management, LLC / MS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328.9T (13F)Positions · 90Turnover · — · Q4Filed · Jan 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 365K | $68.0T | 18.2% | +14% |
| 2 | SPY | SPDR S&P 500 ETF TR | 92K | $62.8T | 16.8% | +6% |
| 3 | AAPL | APPLE INC | 110K | $29.8T | 8.0% | +9% |
| 4 | MSFT | MICROSOFT CORP | 52K | $25.2T | 6.7% | +12% |
| 5 | SPYM | SPDR SERIES TRUST | 174K | $13.9T | 3.7% | +26% |
| 6 | GOOGL | ALPHABET INC | 42K | $13.3T | 3.5% | +14% |
| 7 | WMT | WALMART INC | 79K | $8.8T | 2.4% | +14% |
| 8 | AMZN | AMAZON COM INC | 31K | $7.3T | 1.9% | +9% |
| 9 | V | VISA INC | 21K | $7.2T | 1.9% | +14% |
| 10 | PANW | PALO ALTO NETWORKS INC | 38K | $6.9T | 1.8% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Management, LLC / MS is a Other fund managing $328852.6 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed