Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS reported 124 stocks worth $336M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (20.7%), SPYM (12.6%) and AAPL (6.5%). Compared with Q2 2026, the fund opened new positions in SPCX, XOM and IDXX, added to SPY, SPYM and RTX, trimmed AAPL, MSFT and NVDA and sold out of MCD, VRT and YMAX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $69.5M | 20.7% | 91K | +3,663 (+4%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $42.3M | 12.6% | 472K | +169K (+56%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $22M | 6.5% | 66K | −44K (−40%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $19.7M | 5.8% | 38K | −6,731 (−15%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $13.7M | 4.1% | 60K | −300K (−83%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $13.3M | 4.0% | 39K | −1,697 (−4%) | 8 of 8 | |
| 7 |  PANW Palo Alto Networks Inc | $10.5M | 3.1% | 26K | −3,748 (−12%) | 8 of 8 | |
| 8 |  WMT Walmart Inc | $7M | 2.1% | 68K | −4,322 (−6%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $7M | 2.1% | 28K | −709 (−2%) | 8 of 8 | |
| 10 |  RTX Rtx Corp | $6.8M | 2.0% | 37K | +936 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MCD Mcdonalds Corp | $500K | 1,850 |
 VRT Vertiv Holdings Co | $482K | 1,439 |
 YMAX Tidal Trust II | $390K | 48K |
 EGP Eastgroup Pptys Inc | $337K | 1,664 |
 QQQ Invesco Qqq TR | $297K | 403 |
🔒 Free account: see all 8.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 AHCO Adapthealth Corp | Call | $3K | 51K | +50,700 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Wealth Management, LLC / MS 13F FAQ
What does Legacy Wealth Management, LLC / MS own?
Legacy Wealth Management, LLC / MS reported 124 stocks worth $336M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SPY (20.7%), SPYM (12.6%) and AAPL (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Management, LLC / MS buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 25 added to, 64 trimmed and 8 sold out. New positions include SPCX, XOM and IDXX. It sold all of MCD, VRT and YMAX.
When will Legacy Wealth Management, LLC / MS file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Management, LLC / MS's portfolio worth?
The Q3 2026 filing reports $336M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.