Legacy Wealth Management, LLC / MS
All 13F Filings
- Location
- Ridgeland, MS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 350,850
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 106 | 350,850 | 13F-HR | Legacy Wealth Management, LLC / MS |
| Q4 2025 | 1/5/2026 | 100 | 374,558 | 13F-HR | Legacy Wealth Management, LLC / MS |
| Q3 2025 | 10/23/2025 | 94 | 332,241 | 13F-HR | Legacy Wealth Management, LLC / MS |
| Q2 2025 | 7/1/2025 | 90 | 328,853 | 13F-HR | Legacy Wealth Management, LLC / MS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.1 K | 73.0% | 0 | 115 K | -115 K |
| ETFs | 94.75 K | 27.0% | 91.26 K | 0 | 91.26 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
350,850
Holdings
106
QoQ value change ($000)
-23,708
(-6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.