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CIK: 0002047443
Total reported value
$389.6M
$389.6M
100 檔
51.3%
As reported in its official Q4 2025 Form 13F filing, Legacy Wealth Management, LLC / MS's tracked investment portfolio stood at $389.6M with 100 total positions.
In Q4 2025, Legacy Wealth Management, LLC / MS displayed an active expansion posture, initiating 8 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.17% | +0.26% | +13.86% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.76% | +0.50% | +6.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.96% | +0.26% | +9.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.74% | -0.51% | +12.43% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.72% | +2.94% | +26.18% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.54% | +0.14% | +13.55% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.36% | -0.70% | +14.35% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | -0.04% | +9.24% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.93% | -0.22% | +14.13% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.85% | +1.08% | -7.81% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.79% | -0.24% | +16.49% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.64% | -1.54% | EXIT | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.55% | -0.41% | +14.84% | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.27% | -0.46% | +15.37% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.26% | -0.32% | +13.72% | |
| 16 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.24% | -0.43% | +8.09% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.22% | -0.23% | +15.55% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.13% | +0.03% | +17.42% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.04% | +145.59% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.22% | +15.77% | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.04% | -0.41% | +16.74% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.04% | -0.12% | +1.55% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.93% | -0.21% | +28.69% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.17% | +14.34% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.23% | +15.81% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.24% | +21.03% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | -0.06% | -30.82% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.07% | +17.11% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.04% | +4.26% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.13% | +1.85% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.66% | -0.62% | EXIT | |
| 32 | HUBB | Hubbell Inc | Stock-Industrials | 0.53% | -0.03% | +9.14% | |
| 33 | EQH | Equitable Holdings Inc | Stock-Financials | 0.50% | -0.09% | +17.71% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | -0.09% | +16.43% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.49% | -0.07% | +32.39% | |
| 36 | IEX | Idex CORP | Stock-Industrials | 0.45% | +0.03% | -28.45% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.34% | +8.33% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | -0.06% | +20.68% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.16% | +2.70% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.36% | -0.18% | +1.24% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | +0.04% | +14.82% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.17% | +23.58% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.30% | -0.26% | EXIT | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.29% | -0.17% | -39.65% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.28% | -0.13% | -61.87% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.01% | +5.87% | |
| 47 | FTV | Fortive CORP | Stock-Tech | 0.27% | -0.04% | +23.51% | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.26% | -0.03% | +30.78% | |
| 49 | A | Agilent Technologies Inc | Stock-Healthcare | 0.25% | — | +46.68% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | +13.55% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +145.59% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +26.18% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +9.41% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.2% | +13.72% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +14.35% | Add |
| 7 | RTX | Rtx CORP | +0.2% | +16.49% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +17.11% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +13.86% | Add |
| 10 | IQV | Iqvia Holdings Inc | +0.2% | +8.09% | Add |
| 11 | CB | Chubb Limited | +0.2% | +15.55% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | +14.84% | Add |
| 13 | BAC | Bank Of America CORP | +0.1% | +17.42% | Add |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | +23.58% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +14.13% | Add |
| 16 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +32.39% | Add |
| 17 | A | Agilent Technologies Inc | +0.1% | +46.68% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +15.77% | Add |
| 19 | FTV | Fortive CORP | +0.1% | +23.51% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +52.05% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +9.24% | Add |
| 22 | DHR | Danaher CORP | 0% | +1.55% | Add |
| 23 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +30.78% | Add |
| 24 | UNP | Union Pacific CORP | 0% | +20.68% | Add |
| 25 | BSX | Boston Scientific CORP | — | +15.37% | Add |
| 26 | ABT | Abbott Laboratories | — | +21.03% | Add |
| 27 | HUBB | Hubbell Inc | — | +9.14% | Add |
| 28 | LHX | L3harris Technologies Inc | 0% | +16.74% | Add |
| 29 | SYK | Stryker CORP | 0% | +15.81% | Add |
| 30 | AJG | Arthur J Gallagher & Co | -0.1% | +28.69% | Add |
| 31 | COST | Costco Wholesale CORP | -0.1% | +14.34% | Add |
| 32 | MTDR | Matador Resources Co | -0.1% | -28.98% | Trim |
| 33 | IEX | Idex CORP | -0.2% | -28.45% | Trim |
| 34 | ZTS | Zoetis Inc | -0.4% | -39.65% | Trim |
| 35 | HON | Honeywell International Inc | -0.4% | -21.81% | Trim |
| 36 | MSFT | Microsoft CORP | -0.5% | +12.43% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.6% | -30.82% | Trim |
| 38 | COP | Conocophillips | -0.6% | -61.87% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +6.13% | Add |
| 40 | PANW | Palo Alto Networks Inc | -0.7% | -7.81% | Trim |
| 41 | TSLA | Tesla Inc | — | NEW | New buy |
| 42 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 43 | BSCV | Invesco Bulletshares 2031 Cb | — | NEW | New buy |
| 44 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 45 | BSCW | Invesco Bulletshares 2032 Cb | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 48 | SPSB | Ss Spdr P St C CORP ETF | — | EXIT | Sold out |
| 49 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 50 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC / MS reported a total U.S. public equity portfolio value of $389.6M across 100 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, AAPL) accounted for 51.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
TSLA
市值: $857.6K
Top Position Liquidated / Trimmed
FISV
前期市值: $386.8K
During Q4 2025, Legacy Wealth Management, LLC / MS's top holdings by market value included NVDA (18.2%)、SPY (16.8%)、AAPL (8.0%). The largest single position, NVDA, represented 18.2% of total portfolio value.
In Q4 2025, Legacy Wealth Management, LLC / MS made 50 total portfolio adjustments, initiating 8 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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