SEC Form 13F

Legacy Wealth Management, LLC / MS 13F Holdings

Inspect Legacy Wealth Management, LLC / MS's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-09T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-09
Reported value
$389,560,103
Positions
114

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Step 1 of 3

Disclosed positions

Legacy Wealth Management, LLC / MS: source evidence dated 2026-07-09T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$71,971,344
Reported amount
359,695
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001214659-26-008317
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions

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NVIDIA CORPORATIONNVDACOM$71,971,344359,695SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$65,298,65587,441SHNone
APPLE INCAAPLCOM$31,770,624109,796SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$26,624,517302,964SHNone
MICROSOFT CORPMSFTCOM$16,807,51345,058SHNone
ALPHABET INCGOOGLCAP STK CL A$14,446,38640,424SHNone
PALO ALTO NETWORKS INCPANWCOM$10,305,96530,221SHNone
WALMART INCWMTCOM$8,140,95171,878SHNone
AMAZON COM INCAMZNCOM$6,820,33728,616SHNone
RTX CORPORATIONRTXCOM$6,810,09035,894SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$6,404,20371,796SHNone
VISA INCVCOM CL A$6,082,98617,730SHNone
TJX COS INC NEWTJXCOM$5,007,37833,052SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$4,349,82011,755SHNone
ALPHABET INCGOOGCAP STK CL C$4,303,39612,180SHNone
MICRON TECHNOLOGY INCMUCOM$4,090,8043,544SHNone
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$3,851,18537,372SHNone
L3HARRIS TECHNOLOGIES INCLHXCOM$3,475,31711,960SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$3,462,7153,702SHNone
BANK OF AMER CORPBACCOM$3,371,05159,162SHNone
CHUBB LIMITEDCBCOM$3,324,6009,757SHNone
BROADCOM INCAVGOCOM$3,299,2588,734SHNone
JPMORGAN CHASE & COJPMCOM$3,249,7329,928SHNone
META PLATFORMS INCMETACL A$3,095,8425,496SHNone
GALLAGHER ARTHUR J & COAJGCOM$2,419,89710,541SHNone
HUBBELL INCHUBBCOM$2,303,1784,402SHNone
STRYKER CORPORATIONSYKCOM$2,299,7147,304SHNone
THERMO FISHER SCIENTIFIC INCTMOCOM$2,112,2304,213SHNone
IDEX CORPIEXCOM$1,986,9478,755SHNone
INVESCO EXCH TRD SLF IDX FDBSCTBULETSHS 2029$1,838,09998,956SHNone
BOSTON SCIENTIFIC CORPBSXCOM$1,824,48542,748SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$1,820,4728,556SHNone
ABBOTT LABORATORIESABTCOM$1,783,53719,655SHNone
APPLIED MATLS INCAMATCOM$1,781,4722,464SHNone
DANAHER CORP DELDHRCOM$1,752,4169,200SHNone
EXXON MOBIL CORPXOMCOM$1,696,14812,406SHNone
LOWES COS INCLOWCOM$1,692,7027,677SHNone
SOUTH PLAINS FINANCIAL INCSPFICOM$1,658,77338,500SHNone
UNION PAC CORPUNPCOM$1,531,9045,632SHNone
IQVIA HLDGS INCIQVCOM$1,497,8417,752SHNone
INTEL CORPINTCCOM$1,458,29610,444SHNone
LAM RESEARCH CORPLRCXCOM NEW$1,345,0333,104SHNone
EQUITABLE HLDGS INCEQHCOM$1,283,05129,240SHNone
TESLA INCTSLACOM$1,242,4522,954SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,127,0551,641SHNone
GE VERNOVA INCGEVCOM$1,038,894884SHNone
WESTERN DIGITAL CORPWDCCOM$1,024,5071,604SHNone
AT&T INCTCOM$1,014,27648,999SHNone
INVESCO EXCH TRD SLF IDX FDBSCVBULETSHS 2031 CP$1,001,86161,145SHNone
CONOCOPHILLIPSCOPCOM$968,1799,313SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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