Legacy Wealth Management, LLC / MS: 13F holdings
CIK 20474432026Q2
| Positions | 114 |
|---|---|
| Reported value | $389.6m |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 359,695 | $72.0m | 18.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 87,441 | $65.3m | 16.8% |
| AAPL APPLE INC | 109,796 | $31.8m | 8.2% |
| SPYM SPDR SERIES TRUST | 302,964 | $26.6m | 6.8% |
| MSFT MICROSOFT CORP | 45,058 | $16.8m | 4.3% |
| GOOGL ALPHABET INC | 40,424 | $14.4m | 3.7% |
| PANW PALO ALTO NETWORKS INC | 30,221 | $10.3m | 2.6% |
| WMT WALMART INC | 71,878 | $8.1m | 2.1% |
| AMZN AMAZON COM INC | 28,616 | $6.8m | 1.8% |
| RTX RTX CORPORATION | 35,894 | $6.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047443")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.