Legacy Wealth Management, LLC / MS

Q2 2026 13F-HR Holdings

Location
Ridgeland, MS
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$389,560
Net value change ($000)
+38,710 (11.0%)
New positions
16
Sold out positions
8
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 12,960 94.8%
SPY 8,264 14.5%
NVDA 8,038 12.6%
PANW 4,803 87.3%
AAPL 4,061 14.7%
MU 3,400 492.0%
GOOGL 1,936 15.5%
AMAT 1,781 NEW
SPFI 1,659 NEW
INTC 1,146 367.3%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -5,412 -100.0%
HON -2,184 -100.0%
WMT -1,653 -16.9%
BSX -1,441 -44.1%
IQV -1,348 -47.4%
MCD -1,162 -69.9%
LHX -1,078 -23.7%
TJX -971 -16.2%
AXP -924 -100.0%
TMO -901 -29.9%
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