§ 13F · FUND PROFILE
Legacy Wealth Management, LLC / MS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $332M (13F)Positions · 94Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 367K | $64M | 18.2% | ±0% |
| 2 | SPY | SPDR S&P 500 ETF TR | 88K | $57M | 16.3% | −5% |
| 3 | AAPL | APPLE INC | 109K | $28M | 7.9% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 46K | $17M | 4.8% | −12% |
| 5 | SPYM | SPDR SERIES TRUST | 179K | $14M | 3.9% | +3% |
| 6 | GOOGL | ALPHABET INC | 44K | $13M | 3.6% | +3% |
| 7 | WMT | WALMART INC | 79K | $10M | 2.8% | −1% |
| 8 | RTX | RTX CORPORATION | 36K | $7M | 2.0% | −1% |
| 9 | AMZN | AMAZON COM INC | 30K | $6M | 1.8% | −4% |
| 10 | V | VISA INC | 21K | $6M | 1.8% | ±0% |
§ 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 $332 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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