Legacy Wealth Management, LLC / MS

Q1 2026 13F-HR Holdings

Location
Ridgeland, MS
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$350,850
Net value change ($000)
-23,708 (-6.3%)
New positions
15
Sold out positions
9
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVDE 5,552 NEW
AVDV 3,138 NEW
WMT 968 11.0%
NOW 875 NEW
GOOGL 739 25.7%
GEV 733 NEW
MU 691 NEW
LHX 647 16.6%
TSLA 624 72.7%
XOM 609 40.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,321 -33.0%
SPY -5,723 -9.1%
NVDA -4,110 -6.0%
AAPL -2,100 -7.0%
DHR -1,885 -48.4%
UNH -1,884 -64.1%
IQV -1,806 -38.8%
TMO -1,694 -36.0%
BSX -1,483 -31.2%
PANW -1,416 -20.5%
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