Legacy Wealth Management, LLC / Ms has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $375 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $68B, Spdr S&P 500 ETF Trust with a value of $62.8B, Apple Inc. with a value of $29.8B, Microsoft Corp with a value of $25.2B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $13.9B.
Examining the 13F form we can see an increase of $42.3B in the current position value, from $332B to 375B.
Legacy Wealth Management, LLC / Ms is based out at Ridgeland, MS
Below you can find more details about Legacy Wealth Management, LLC / Ms portfolio as well as his latest detailed transactions.
Portfolio value
$375 Billion
Technology: $142 Billion
ETFs: $91.6 Billion
Healthcare: $32 Billion
Financial Services: $30.6 Billion
Communication Services: $20.6 Billion
Industrials: $19.6 Billion
Consumer Cyclical: $17.8 Billion
Consumer Defensive: $12.7 Billion
Other: $4.55 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
