Legacy Wealth Management, LLC / MS

Q3 2025 13F-HR Holdings

Location
Ridgeland, MS
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
94
Total value ($000)
$332,241
Net value change ($000)
+3,388 (1.0%)
New positions
8
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2025 Next filing: 1/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 9,353 18.5%
PLTR 6,231 NEW
AAPL 3,085 13.8%
GOOGL 1,530 20.3%
SPY 950 1.7%
AVGO 530 25.3%
JEPQ 402 NEW
JEPI 358 NEW
CHI 348 144.4%
GOOGL 345 22.1%
Top Reduces (Value $000, Stocks/ETFs)
VTI -2,117 -56.5%
ADBE -2,002 -100.0%
MSFT -1,794 -6.9%
PANW -1,150 -12.2%
BSX -1,140 -21.3%
V -1,113 -15.3%
AJG -1,072 -24.8%
HON -819 -19.4%
ZTS -726 -25.6%
IEX -717 -24.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type