Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025

Legacy Wealth Management, LLC / Ms has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $332 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.8B, Spdr S&P 500 ETF Trust with a value of $57.8B, Apple Inc. with a value of $25.5B, Microsoft Corp with a value of $24B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.8B.

Examining the 13F form we can see an increase of $3.39B in the current position value, from $329B to 332B.

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 $332 Billion
Technology: $130 Billion
ETFs: $79 Billion
Healthcare: $29.2 Billion
Financial Services: $26.3 Billion
Industrials: $18.4 Billion
Communication Services: $15.6 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $10.8 Billion
Other: $6.27 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $332 Billion
  • Prior Value $329 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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