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 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 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
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