Institutional Fund
Legacy Wealth Management, LLC / Ms
Ridgeland, MSCIK 20474435 filings on record
Portfolio Value
$350.85M
Q1 2026
Holdings
106
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-6.3%
from $374.56M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation18.2%
- Spdr S&P 500 ETF Tr16.3%
- Apple Inc7.9%
- Microsoft Corp4.8%
- Spdr Series Trust3.9%
- Alphabet Inc3.6%
- Other45.3%
Portfolio Holdings
106 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 366.6K | $63.93M | 18.2% | +1.7K | Added |
| 2 | Spdr S&P 500 ETF Tr | 87.7K | $57.04M | 16.3% | −4.3K | Reduced |
| 3 | Apple Inc | 109.2K | $27.71M | 7.9% | −468 | Reduced |
| 4 | Microsoft Corp | 45.7K | $16.91M | 4.8% | −6.5K | Reduced |
| 5 | Spdr Series Trust | 178.5K | $13.67M | 3.9% | +4.7K | Added |
| 6 | Alphabet Inc | 43.5K | $12.51M | 3.6% | +1.1K | Added |
| 7 | Walmart Inc | 78.8K | $9.79M | 2.8% | −417 | Reduced |
| 8 | Rtx Corporation | 36.1K | $6.97M | 2.0% | −493 | Reduced |
| 9 | Amazon Com Inc | 30.2K | $6.28M | 1.8% | −1.3K | Reduced |
| 10 | Visa Inc | 20.7K | $6.26M | 1.8% | +53 | Added |
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