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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$469B
$59.8 Billion 18.0% of portfolio
320,436
Q3 2025 Added 0.38%
$0
$57.8 Billion 17.39% of portfolio
86,713
Q3 2025 Reduced 5.7%
$4.34T
$25.5 Billion 7.68% of portfolio
100,224
Q3 2025 Reduced 8.34%
$3.71T
$24 Billion 7.23% of portfolio
46,406
Q3 2025 Reduced 10.64%
$0
$10.8 Billion 3.25% of portfolio
137,783
Q3 2025 Reduced 4.25%
$1.66T
$9.07 Billion 2.73% of portfolio
37,304
Q3 2025 Reduced 12.8%
$63.2B
$8.3 Billion 2.5% of portfolio
40,746
Q3 2025 Reduced 11.74%
$276B
$7.14 Billion 2.15% of portfolio
69,277
Q3 2025 Reduced 11.67%
$2.48T
$6.32 Billion 1.9% of portfolio
28,806
Q3 2025 Reduced 5.99%
$344B
$6.23 Billion 1.88% of portfolio
34,160
Q3 2025 New
$551B
$6.18 Billion 1.86% of portfolio
18,097
Q3 2025 Reduced 11.87%
$257B
$5.26 Billion 1.58% of portfolio
31,440
Q3 2025 Reduced 13.76%
$167B
$4.74 Billion 1.43% of portfolio
32,808
Q3 2025 Reduced 12.99%
$301B
$4.45 Billion 1.34% of portfolio
12,880
Q3 2025 Reduced 13.78%
$142B
$4.21 Billion 1.27% of portfolio
43,165
Q3 2025 Reduced 13.41%
$39.2B
$3.63 Billion 1.09% of portfolio
19,095
Q3 2025 Reduced 14.14%
$54.5B
$3.48 Billion 1.05% of portfolio
11,396
Q3 2025 Reduced 12.65%
$222B
$3.46 Billion 1.04% of portfolio
7,143
Q3 2025 Reduced 23.65%
$919B
$3.42 Billion 1.03% of portfolio
10,835
Q3 2025 Reduced 12.96%
$132B
$3.39 Billion 1.02% of portfolio
16,122
Q3 2025 Reduced 10.87%
$428B
$3.38 Billion 1.02% of portfolio
65,423
Q3 2025 Reduced 14.67%
$153B
$3.32 Billion 1.0% of portfolio
16,737
Q3 2025 Reduced 10.83%
$51.6B
$3.25 Billion 0.98% of portfolio
10,483
Q3 2025 Reduced 22.3%
$1.43T
$3.07 Billion 0.92% of portfolio
4,181
Q3 2025 Reduced 1.37%
$409B
$3.01 Billion 0.91% of portfolio
3,256
Q3 2025 Reduced 12.31%
$109B
$2.82 Billion 0.85% of portfolio
29,853
Q3 2025 Reduced 7.33%
$134B
$2.78 Billion 0.84% of portfolio
7,515
Q3 2025 Reduced 11.49%
$219B
$2.64 Billion 0.8% of portfolio
19,722
Q3 2025 Reduced 17.24%
$144B
$2.63 Billion 0.79% of portfolio
7,959
Q3 2025 Added 4.67%
$12.6B
$2.17 Billion 0.65% of portfolio
13,353
Q3 2025 Reduced 18.89%
$56B
$2.11 Billion 0.64% of portfolio
14,424
Q3 2025 Reduced 20.72%
$1.74T
$1.91 Billion 0.57% of portfolio
7,833
Q3 2025 Reduced 11.11%
$24.8B
$1.76 Billion 0.53% of portfolio
4,092
Q3 2025 Reduced 5.21%
$16.9B
$1.69 Billion 0.51% of portfolio
33,335
Q3 2025 Reduced 15.05%
$144B
$1.65 Billion 0.5% of portfolio
6,580
Q3 2025 Reduced 13.36%
$0
$1.63 Billion 0.49% of portfolio
4,964
Q3 2025 Reduced 59.72%
$176B
$1.51 Billion 0.45% of portfolio
53,296
Q3 2025 Added 0.85%
$220B
$1.5 Billion 0.45% of portfolio
4,936
Q3 2025 Reduced 3.12%
$0
$1.39 Billion 0.42% of portfolio
73,861
Q3 2025 Reduced 32.8%
$477B
$1.37 Billion 0.41% of portfolio
12,130
Q3 2025 Reduced 15.03%
$134B
$1.34 Billion 0.4% of portfolio
5,681
Q3 2025 Reduced 17.32%
$0
$1.08 Billion 0.33% of portfolio
5,716
Q3 2025 Reduced 5.55%
$273B
$996 Million 0.3% of portfolio
3,000
Q4 2019 New
$0
$949 Million 0.29% of portfolio
1,550
Q3 2025 Reduced 5.55%
$4.48B
$825 Million 0.25% of portfolio
18,355
Q3 2025 Reduced 35.88%
$26.6B
$819 Million 0.25% of portfolio
4,335
Q4 2021 New
$0
$716 Million 0.22% of portfolio
2,150
Q3 2025 Added 10.09%
$18.1B
$723 Million 0.22% of portfolio
14,766
Q3 2025 Reduced 19.75%
$0
$741 Million 0.22% of portfolio
36,009
Q3 2025 Reduced 21.04%

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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