Legacy Wealth Management, LLC / MS holds a focused book of 114 stocks worth $389.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 18% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2047443/holdings"
Use Arkolith to show Legacy Wealth Management, LLC / MS's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Legacy Wealth Management, LLC / MS
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 78 / 80 | $160.9B |
| UBS Group AG | 78 / 80 | $154.0B |
| LPL Financial LLC | 78 / 80 | $68.0B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $15.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $14.1B |
| MORGAN STANLEY | 77 / 80 | $592.4B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $390.7B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $152.1B |
Ranked by how many of Legacy Wealth Management, LLC / MS's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $72.0M | 359.7K | 18.5% | ▼−1.9% Reduced · −7K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $65.3M | 87.4K | 16.8% | ▼−0.3% Reduced · −260 sh | |
| 3 | Apple Inc COM | $31.8M | 109.8K | 8.2% | ▲+0.6% Added · +611 sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $26.6M | 303.0K | 6.8% | ▲+70% Added · +124K sh | |
| 5 | Microsoft Corp COM | $16.8M | 45.1K | 4.3% | ▼−1.4% Reduced · −626 sh | |
| 6 | Alphabet Inc CAP STK CL A | $14.4M | 40.4K | 3.7% | ▼−7.1% Reduced · −3K sh | |
| 7 | Palo Alto Networks Inc COM | $10.3M | 30.2K | 2.6% | ▼−12% Reduced · −4K sh | |
| 8 | Walmart Inc COM | $8.1M | 71.9K | 2.1% | ▼−8.8% Reduced · −7K sh | |
| 9 | Amazon Com Inc COM | $6.8M | 28.6K | 1.8% | ▼−5.1% Reduced · −2K sh | |
| 10 | RTX Corporation COM | $6.8M | 35.9K | 1.7% | ▼−0.7% Reduced · −237 sh | |
| 11 | American Centy ETF TR INTL EQT ETF | $6.4M | 71.8K | 1.6% | ▲+9.7% Added · +6K sh | |
| 12 | Visa Inc COM CL A | $6.1M | 17.7K | 1.6% | ▼−14% Reduced · −3K sh | |
| 13 | TJX Cos Inc New COM | $5.0M | 33.1K | 1.3% | ▼−12% Reduced · −4K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $4.3M | 11.8K | 1.1% | ▼~0% Reduced · −5 sh | |
| 15 | Alphabet Inc CAP STK CL C | $4.3M | 12.2K | 1.1% | ▼−3.4% Reduced · −430 sh | |
| 16 | Micron Technology Inc COM | $4.1M | 3.5K | 1.1% | ▲+73% Added · +1K sh | |
| 17 | American Centy ETF TR INTL SMCP VLU | $3.9M | 37.4K | 1.0% | ▲+19% Added · +6K sh | |
| 18 | L3harris Technologies Inc COM | $3.5M | 12.0K | 0.9% | ▼−9.3% Reduced · −1K sh | |
| 19 | Costco Wholesale Corporation COM | $3.5M | 3.7K | 0.9% | ▼−0.9% Reduced · −34 sh | |
| 20 | Bank Of Amer Corp COM | $3.4M | 59.2K | 0.9% | ▼−1.6% Reduced · −997 sh | |
| 21 | Chubb Limited COM | $3.3M | 9.8K | 0.9% | ▼−16% Reduced · −2K sh | |
| 22 | Broadcom Inc COM | $3.3M | 8.7K | 0.8% | ▲+7.3% Added · +595 sh | |
| 23 | JPMorgan Chase & Co COM | $3.2M | 9.9K | 0.8% | ▼−20% Reduced · −3K sh | |
| 24 | Meta Platforms Inc CL A | $3.1M | 5.5K | 0.8% | ▲+8.5% Added · +430 sh | |
| 25 | Gallagher Arthur J & Co COM | $2.4M | 10.5K | 0.6% | ▼−22% Reduced · −3K sh | |
| 26 | Hubbell Inc COM | $2.3M | 4.4K | 0.6% | ▼−1.4% Reduced · −65 sh | |
| 27 | Stryker Corporation COM | $2.3M | 7.3K | 0.6% | ▼−16% Reduced · −1K sh | |
| 28 | Thermo Fisher Scientific Inc COM | $2.1M | 4.2K | 0.5% | ▼−31% Reduced · −2K sh | |
| 29 | Idex Corp COM | $2.0M | 8.8K | 0.5% | ▼−2.5% Reduced · −220 sh | |
| 30 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.8M | 99.0K | 0.5% | ▼−3.0% Reduced · −3K sh | |
| 31 | Boston Scientific Corp COM | $1.8M | 42.7K | 0.5% | ▼−18% Reduced · −9K sh | |
| 32 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.8M | 8.6K | 0.5% | ▲+8.4% Added · +667 sh | |
| 33 | Abbott Laboratories COM | $1.8M | 19.7K | 0.5% | ▼−17% Reduced · −4K sh | |
| 34 | Applied Matls Inc COM | $1.8M | 2.5K | 0.5% | ▲New New position | |
| 35 | Danaher Corp Del COM | $1.8M | 9.2K | 0.4% | ▼−13% Reduced · −1K sh | |
| 36 | Exxon Mobil Corp COM | $1.7M | 12.4K | 0.4% | ▼−0.2% Reduced · −20 sh | |
| 37 | Lowes Cos Inc COM | $1.7M | 7.7K | 0.4% | ▲+0.2% Added · +16 sh | |
| 38 | South Plains Financial Inc COM | $1.7M | 38.5K | 0.4% | ▲New New position | |
| 39 | Union Pac Corp COM | $1.5M | 5.6K | 0.4% | ▼−14% Reduced · −900 sh | |
| 40 | Iqvia Hldgs Inc COM | $1.5M | 7.8K | 0.4% | ▼−54% Reduced · −9K sh | |
| 41 | Intel Corp COM | $1.5M | 10.4K | 0.4% | ▲+48% Added · +3K sh | |
| 42 | Lam Research Corp COM NEW | $1.3M | 3.1K | 0.3% | ▲+65% Added · +1K sh | |
| 43 | Equitable Hldgs Inc COM | $1.3M | 29.2K | 0.3% | ▼−25% Reduced · −10K sh | |
| 44 | Tesla Inc COM | $1.2M | 3.0K | 0.3% | ▼−26% Reduced · −1K sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.3% | —Held | |
| 46 | Ge Vernova Inc COM | $1.0M | 884 | 0.3% | ▲+5.4% Added · +45 sh | |
| 47 | Western Digital Corp COM | $1.0M | 1.6K | 0.3% | ▲New New position | |
| 48 | AT&T Inc COM | $1.0M | 49.0K | 0.3% | ▼−7.2% Reduced · −4K sh | |
| 49 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $1.0M | 61.1K | 0.3% | ▲+23% Added · +11K sh | |
| 50 | ConocoPhillips COM | $968K | 9.3K | 0.2% | ▼−8.6% Reduced · −875 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 114 | $389.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 106 | $350.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 100 | $374.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 94 | $332.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 90 | $328.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 97 | $305.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 88 | $251.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 12, 2024 | 96 | $272.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.