Arkolith/Funds/Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS

CIK 2047443Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show Legacy Wealth Management, LLC / MS's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
37
existing
Trimmed
47
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
66%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

68% mapped to company sectors

Information Technology
46%
ETF / fund or unclassified
32%
Consumer Discretionary
7%
Financials
6%
Industrials
4%
Health Care
3%
Energy
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Legacy Wealth Management, LLC / MS

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA78 / 80$160.9B
UBS Group AG78 / 80$154.0B
LPL Financial LLC78 / 80$68.0B
OSAIC HOLDINGS, INC.78 / 80$15.4B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$14.1B
MORGAN STANLEY77 / 80$592.4B
BANK OF AMERICA CORP /DE/77 / 80$390.7B
WELLS FARGO & COMPANY/MN77 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

114 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$72.0M359.7K
18.5%
−1.9%
Reduced · −7K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$65.3M87.4K
16.8%
−0.3%
Reduced · −260 sh
3Apple Inc
COM
$31.8M109.8K
8.2%
+0.6%
Added · +611 sh
4SPDR Series Trust
ST STR P500ETF
$26.6M303.0K
6.8%
+70%
Added · +124K sh
5Microsoft Corp
COM
$16.8M45.1K
4.3%
−1.4%
Reduced · −626 sh
6Alphabet Inc
CAP STK CL A
$14.4M40.4K
3.7%
−7.1%
Reduced · −3K sh
7Palo Alto Networks Inc
COM
$10.3M30.2K
2.6%
−12%
Reduced · −4K sh
8Walmart Inc
COM
$8.1M71.9K
2.1%
−8.8%
Reduced · −7K sh
9Amazon Com Inc
COM
$6.8M28.6K
1.8%
−5.1%
Reduced · −2K sh
10RTX Corporation
COM
$6.8M35.9K
1.7%
−0.7%
Reduced · −237 sh
11American Centy ETF TR
INTL EQT ETF
$6.4M71.8K
1.6%
+9.7%
Added · +6K sh
12Visa Inc
COM CL A
$6.1M17.7K
1.6%
−14%
Reduced · −3K sh
13TJX Cos Inc New
COM
$5.0M33.1K
1.3%
−12%
Reduced · −4K sh
14Vanguard Index FDS
TOTAL STK MKT
$4.3M11.8K
1.1%
~0%
Reduced · −5 sh
15Alphabet Inc
CAP STK CL C
$4.3M12.2K
1.1%
−3.4%
Reduced · −430 sh
16Micron Technology Inc
COM
$4.1M3.5K
1.1%
+73%
Added · +1K sh
17American Centy ETF TR
INTL SMCP VLU
$3.9M37.4K
1.0%
+19%
Added · +6K sh
18L3harris Technologies Inc
COM
$3.5M12.0K
0.9%
−9.3%
Reduced · −1K sh
19Costco Wholesale Corporation
COM
$3.5M3.7K
0.9%
−0.9%
Reduced · −34 sh
20Bank Of Amer Corp
COM
$3.4M59.2K
0.9%
−1.6%
Reduced · −997 sh
21Chubb Limited
COM
$3.3M9.8K
0.9%
−16%
Reduced · −2K sh
22Broadcom Inc
COM
$3.3M8.7K
0.8%
+7.3%
Added · +595 sh
23JPMorgan Chase & Co
COM
$3.2M9.9K
0.8%
−20%
Reduced · −3K sh
24Meta Platforms Inc
CL A
$3.1M5.5K
0.8%
+8.5%
Added · +430 sh
25Gallagher Arthur J & Co
COM
$2.4M10.5K
0.6%
−22%
Reduced · −3K sh
26Hubbell Inc
COM
$2.3M4.4K
0.6%
−1.4%
Reduced · −65 sh
27Stryker Corporation
COM
$2.3M7.3K
0.6%
−16%
Reduced · −1K sh
28Thermo Fisher Scientific Inc
COM
$2.1M4.2K
0.5%
−31%
Reduced · −2K sh
29Idex Corp
COM
$2.0M8.8K
0.5%
−2.5%
Reduced · −220 sh
30Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$1.8M99.0K
0.5%
−3.0%
Reduced · −3K sh
31Boston Scientific Corp
COM
$1.8M42.7K
0.5%
−18%
Reduced · −9K sh
32Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.8M8.6K
0.5%
+8.4%
Added · +667 sh
33Abbott Laboratories
COM
$1.8M19.7K
0.5%
−17%
Reduced · −4K sh
34Applied Matls Inc
COM
$1.8M2.5K
0.5%
New
New position
35Danaher Corp Del
COM
$1.8M9.2K
0.4%
−13%
Reduced · −1K sh
36Exxon Mobil Corp
COM
$1.7M12.4K
0.4%
−0.2%
Reduced · −20 sh
37Lowes Cos Inc
COM
$1.7M7.7K
0.4%
+0.2%
Added · +16 sh
38South Plains Financial Inc
COM
$1.7M38.5K
0.4%
New
New position
39Union Pac Corp
COM
$1.5M5.6K
0.4%
−14%
Reduced · −900 sh
40Iqvia Hldgs Inc
COM
$1.5M7.8K
0.4%
−54%
Reduced · −9K sh
41Intel Corp
COM
$1.5M10.4K
0.4%
+48%
Added · +3K sh
42Lam Research Corp
COM NEW
$1.3M3.1K
0.3%
+65%
Added · +1K sh
43Equitable Hldgs Inc
COM
$1.3M29.2K
0.3%
−25%
Reduced · −10K sh
44Tesla Inc
COM
$1.2M3.0K
0.3%
−26%
Reduced · −1K sh
45Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.6K
0.3%
Held
46Ge Vernova Inc
COM
$1.0M884
0.3%
+5.4%
Added · +45 sh
47Western Digital Corp
COM
$1.0M1.6K
0.3%
New
New position
48AT&T Inc
COM
$1.0M49.0K
0.3%
−7.2%
Reduced · −4K sh
49Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$1.0M61.1K
0.3%
+23%
Added · +11K sh
50ConocoPhillips
COM
$968K9.3K
0.2%
−8.6%
Reduced · −875 sh
Showing 50 of 114 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026114$389.6M13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026106$350.9M13F-HR
Q4 2025Dec 31, 2025Jan 5, 2026100$374.6M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202594$332.2M13F-HR
Q2 2025Jun 30, 2025Jul 1, 202590$328.9M13F-HR
Q1 2025Mar 31, 2025Apr 3, 202597$305.9M13F-HR
Q4 2024Dec 31, 2024Jan 6, 202588$251.7M13F-HR
Q3 2024Sep 30, 2024Dec 12, 202496$272.3M13F-HR

Data source

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.