Legacy Wealth Management, LLC / MS
107 holdingsFiling period: 2026-03-31Current AUM: $400.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 366.6K | $63.9M | $73.6M | 18.37% | +1.7K | 2026-03-31 |
| 2 | SPY | SPDR S&P 500 ETF TR | 87.7K | $57.0M | $65.5M | 16.35% | -4,330 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 109.2K | $27.7M | $33.7M | 8.42% | -468 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 45.7K | $16.9M | $21.2M | 5.30% | -6,488 | 2026-03-31 |
| 5 | SPYM | SPDR SERIES TRUST | 178.5K | $13.7M | $15.7M | 3.92% | +4.7K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 43.5K | $12.5M | $15.5M | 3.87% | +1.1K | 2026-03-31 |
| 7 | WMT | WALMART INC | 78.8K | $9.8M | $8.8M | 2.19% | -417 | 2026-03-31 |
| 8 | RTX | RTX CORPORATION | 36.1K | $7.0M | $7.8M | 1.94% | -493 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 30.2K | $6.3M | $8.2M | 2.04% | -1,303 | 2026-03-31 |
| 10 | V | VISA INC | 20.7K | $6.3M | $7.6M | 1.89% | +53 | 2026-03-31 |
| 11 | TJX | TJX COS INC NEW | 37.4K | $6.0M | $5.9M | 1.47% | -245 | 2026-03-31 |
| 12 | AVDE | AMERICAN CENTY ETF TR | 65.4K | $5.6M | $6.0M | 1.49% | -- | 2026-03-31 |
| 13 | PANW | PALO ALTO NETWORKS INC | 34.3K | $5.5M | $11.4M | 2.84% | -3,238 | 2026-03-31 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | 37.0K | $5.4M | $4.6M | 1.14% | +2.4K | 2026-03-31 |
| 15 | LHX | L3HARRIS TECHNOLOGIES INC | 13.2K | $4.6M | $3.7M | 0.91% | -114 | 2026-03-31 |
| 16 | — | CHUBB LIMITED | 11.7K | $3.8M | $3.8M | 0.95% | -2,947 | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 11.8K | $3.8M | $4.3M | 1.08% | -431 | 2026-03-31 |
| 18 | COST | COSTCO WHSL CORP NEW | 3.7K | $3.7M | $3.6M | 0.89% | +13 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO. | 12.5K | $3.7M | $4.4M | 1.09% | -79 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 12.6K | $3.6M | $4.5M | 1.12% | +3.4K | 2026-03-31 |
| 21 | BSX | BOSTON SCIENTIFIC CORP | 52.0K | $3.3M | $2.4M | 0.61% | +2.2K | 2026-03-31 |
| 22 | AVDV | AMERICAN CENTY ETF TR | 31.4K | $3.1M | $3.3M | 0.82% | -- | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 6.1K | $3.0M | $3.5M | 0.88% | -1,993 | 2026-03-31 |
| 24 | BAC | BANK AMERICA CORP | 60.2K | $2.9M | $3.7M | 0.93% | -16,659 | 2026-03-31 |
| 25 | AJG | GALLAGHER ARTHUR J & CO | 13.5K | $2.9M | $3.4M | 0.84% | -- | 2026-03-31 |
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