Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $375 Billion
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$68 Billion 18.17% of portfolio
364,843
Q4 2025 Added 13.86%
$0
$62.8 Billion 16.76% of portfolio
92,031
Q4 2025 Added 6.13%
$4.3T
$29.8 Billion 7.96% of portfolio
109,653
Q4 2025 Added 9.41%
$3.78T
$25.2 Billion 6.74% of portfolio
52,172
Q4 2025 Added 12.43%
$0
$13.9 Billion 3.72% of portfolio
173,850
Q4 2025 Added 26.18%
$1.65T
$13.3 Billion 3.54% of portfolio
42,357
Q4 2025 Added 13.55%
$279B
$8.83 Billion 2.36% of portfolio
79,221
Q4 2025 Added 14.35%
$2.39T
$7.26 Billion 1.94% of portfolio
31,467
Q4 2025 Added 9.24%
$533B
$7.24 Billion 1.93% of portfolio
20,654
Q4 2025 Added 14.13%
$61.4B
$6.92 Billion 1.85% of portfolio
37,564
Q4 2025 Reduced 7.81%
$258B
$6.72 Billion 1.79% of portfolio
36,624
Q4 2025 Added 16.49%
$342B
$6.15 Billion 1.64% of portfolio
34,580
Q4 2025 Added 1.23%
$170B
$5.79 Billion 1.55% of portfolio
37,677
Q4 2025 Added 14.84%
$147B
$4.75 Billion 1.27% of portfolio
49,800
Q4 2025 Added 15.37%
$222B
$4.71 Billion 1.26% of portfolio
8,123
Q4 2025 Added 13.72%
$41B
$4.65 Billion 1.24% of portfolio
20,640
Q4 2025 Added 8.09%
$413B
$4.22 Billion 1.13% of portfolio
76,818
Q4 2025 Added 17.42%
$0
$4.09 Billion 1.09% of portfolio
12,191
Q4 2025 Added 145.59%
$881B
$4.04 Billion 1.08% of portfolio
12,544
Q4 2025 Added 15.77%
$160B
$3.89 Billion 1.04% of portfolio
16,997
Q4 2025 Added 1.55%
$55.4B
$3.91 Billion 1.04% of portfolio
13,304
Q4 2025 Added 16.74%
$54.4B
$3.49 Billion 0.93% of portfolio
13,491
Q4 2025 Added 28.69%
$404B
$3.21 Billion 0.86% of portfolio
3,723
Q4 2025 Added 14.34%
$136B
$3.06 Billion 0.82% of portfolio
8,703
Q4 2025 Added 15.81%
$228B
$2.99 Billion 0.8% of portfolio
23,870
Q4 2025 Added 21.03%
$300B
$2.94 Billion 0.79% of portfolio
8,910
Q4 2025 Reduced 30.82%
$1.37T
$2.88 Billion 0.77% of portfolio
4,359
Q4 2025 Added 4.26%
$1.74T
$2.88 Billion 0.77% of portfolio
9,173
Q4 2025 Added 17.11%
$139B
$2.81 Billion 0.75% of portfolio
8,106
Q4 2025 Added 1.85%
$132B
$2.46 Billion 0.66% of portfolio
12,605
Q4 2025 Reduced 21.81%
$23.2B
$1.98 Billion 0.53% of portfolio
4,466
Q4 2025 Added 9.14%
$16.8B
$1.87 Billion 0.5% of portfolio
39,240
Q4 2025 Added 17.71%
$140B
$1.85 Billion 0.49% of portfolio
7,661
Q4 2025 Added 16.43%
$0
$1.84 Billion 0.49% of portfolio
97,781
Q4 2025 Added 32.39%
$12.4B
$1.7 Billion 0.45% of portfolio
9,554
Q4 2025 Reduced 28.45%
$224B
$1.63 Billion 0.44% of portfolio
5,347
Q4 2025 Added 8.33%
$136B
$1.59 Billion 0.42% of portfolio
6,856
Q4 2025 Added 20.68%
$490B
$1.5 Billion 0.4% of portfolio
12,457
Q4 2025 Added 2.7%
$181B
$1.34 Billion 0.36% of portfolio
53,959
Q4 2025 Added 1.24%
$0
$1.26 Billion 0.34% of portfolio
6,563
Q4 2025 Added 14.82%
$193B
$1.17 Billion 0.31% of portfolio
2,060
Q4 2025 Added 23.58%
$255B
$1.12 Billion 0.3% of portfolio
3,015
Q4 2025 Added 0.5%
$55.6B
$1.1 Billion 0.29% of portfolio
8,705
Q4 2025 Reduced 39.65%
$113B
$1.07 Billion 0.28% of portfolio
11,384
Q4 2025 Reduced 61.87%
$0
$1.03 Billion 0.27% of portfolio
1,641
Q4 2025 Added 5.87%
$18.3B
$1.01 Billion 0.27% of portfolio
18,237
Q4 2025 Added 23.51%
$0
$970 Million 0.26% of portfolio
47,091
Q4 2025 Added 30.78%
$43.5B
$936 Million 0.25% of portfolio
6,882
Q4 2025 Added 46.68%
$1.29T
$858 Million 0.23% of portfolio
1,907
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $375 Billion
  • Prior Value $332 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email