Legacy Wealth Management, LLC / MS

Q3 2026 13F-HR Holdings

Location
Ridgeland, MS
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$336,235
Net value change ($000)
-53,325 (-13.7%)
New positions
18
Sold out positions
8
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 15,705 59.0%
Space Exploration Techncl A 6,659 NEW
SPY 4,180 6.4%
MSFT 2,850 17.0%
Exxonmobil HLDGS Corp 1,426 NEW
IDXX 478 NEW
LVMUY 465 NEW
FCX 435 49.6%
GDXY 383 NEW
IBDW 368 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -58,281 -81.0%
AAPL -9,764 -30.7%
GOOGL -2,114 -49.1%
META -1,931 -62.4%
GOOGL -1,121 -7.8%
WMT -1,121 -13.8%
XOM -1,110 -65.4%
TJX -945 -18.9%
TSLA -919 -74.0%
MU -872 -21.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3 (0.0% of total reported value)
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