Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Wealth Management, LLC / MS (CIK 2047443) reported $350.9M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($63.9M, 18.22%), SPY ($57.0M, 16.26%), AAPL ($27.7M, 7.90%), MSFT ($16.9M, 4.82%), SPLG ($13.7M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $63.9M | 18.22% | 366,589 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $57.0M | 16.26% | 87,701 | Trimmed |
| 3 | AAPL | APPLE INC | $27.7M | 7.90% | 109,185 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $16.9M | 4.82% | 45,684 | Trimmed |
| 5 | SPLG | SPDR SERIES TRUST | $13.7M | 3.89% | 178,537 | Added |
| 6 | GOOGL | ALPHABET INC | $12.5M | 3.57% | 43,504 | Added |
| 7 | WMT | WALMART INC | $9.8M | 2.79% | 78,804 | Trimmed |
| 8 | RTX | RTX CORPORATION | $7.0M | 1.99% | 36,131 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $6.3M | 1.79% | 30,164 | Trimmed |
| 10 | V | VISA INC | $6.3M | 1.78% | 20,707 | Added |
| 11 | TJX | TJX COS INC NEW | $6.0M | 1.70% | 37,432 | Trimmed |
| 12 | AVDE | AMERICAN CENTY ETF TR | $5.6M | 1.58% | 65,445 | New |
| 13 | PANW | PALO ALTO NETWORKS INC | $5.5M | 1.57% | 34,326 | Trimmed |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $5.4M | 1.54% | 37,000 | Added |
| 15 | LHX | L3HARRIS TECHNOLOGIES INC | $4.6M | 1.30% | 13,190 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $3.8M | 1.08% | 11,760 | Trimmed |
| 17 | CB | CHUBB LIMITED | $3.8M | 1.08% | 11,664 | Trimmed |
| 18 | COST | COSTCO WHSL CORP NEW | $3.7M | 1.06% | 3,736 | Added |
| 19 | JPM | JPMORGAN CHASE & CO. | $3.7M | 1.05% | 12,465 | Trimmed |
| 20 | GOOG | ALPHABET INC | $3.6M | 1.03% | 12,610 | Added |
| 21 | BSX | BOSTON SCIENTIFIC CORP | $3.3M | 0.93% | 52,032 | Added |
| 22 | AVDV | AMERICAN CENTY ETF TR | $3.1M | 0.89% | 31,426 | New |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $3.0M | 0.86% | 6,130 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $2.9M | 0.84% | 60,159 | Trimmed |
| 25 | AJG | GALLAGHER ARTHUR J & CO | $2.9M | 0.83% | 13,491 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31