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Legacy Wealth Management, LLC / MS - Portfolio Stock Holdings

Legacy Wealth Management, LLC / MS disclosed 120 stock positions in a recent SEC 13F filing. $387,461,586 of stock holdings were filed, with the largest holdings including NVDA, SPY, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

120

Est. Stock Holding Value:

$387,461,586

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Legacy Wealth Management, LLC / MS

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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