Legacy Wealth Management, LLC / MS holds a focused book of 114 reported positions worth $389.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Applied Materials Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 18% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Legacy Wealth Management, LLC / MS is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 6.1 points over this window.
Growth of $10,000 cloning Legacy Wealth Management, LLC / MS's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
69% mapped to company sectors
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legacy Wealth Management, LLC / MS
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 10 / 80 | $248.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Draper Asset Management, LLC | 9 / 80 | $174.6M |
| Outlook Capital Management, LLC | 16 / 80 | $268.4M |
| Skandinaviska Enskilda Banken AB (publ) | 28 / 80 | $2.2B |
| Bender Robert & Associates | 20 / 80 | $397.3M |
| Hoey Investments, Inc | 53 / 80 | $635.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Wealth Management, LLC / MS: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 114 | $389.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 10d | 106 | $350.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 5d | 100 | $374.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 94 | $332.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 1, 2025 | 1d | 90 | $328.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 3, 2025 | 3d | 97 | $305.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 6d | 88 | $251.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 12, 2024 | 73d | 96 | $272.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.