§ 13F · FUND PROFILE
Legacy Wealth Management, LLC / MS.
AUM · $390M (13F)Positions · 114Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 360K | $72M | 18.5% | −2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 87K | $65M | 16.8% | ±0% |
| 3 | AAPL | APPLE INC | 110K | $32M | 8.2% | +1% |
| 4 | SPYM | SPDR SERIES TRUST | 303K | $27M | 6.8% | +70% |
| 5 | MSFT | MICROSOFT CORP | 45K | $17M | 4.3% | −1% |
| 6 | GOOGL | ALPHABET INC | 40K | $14M | 3.7% | −7% |
| 7 | PANW | PALO ALTO NETWORKS INC | 30K | $10M | 2.6% | −12% |
| 8 | WMT | WALMART INC | 72K | $8M | 2.1% | −9% |
| 9 | AMZN | AMAZON COM INC | 29K | $7M | 1.8% | −5% |
| 10 | RTX | RTX CORPORATION | 36K | $7M | 1.7% | −1% |
§ 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 $390 million in assets. The fund runs a portfolio of 114 positions.
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