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CIK: 0002047443
Total reported value
$389.6M
$389.6M
106 檔
46.0%
According to the latest 13F quarterly dataset, Legacy Wealth Management, LLC / MS managed an equity portfolio of $389.6M at the end of Q1 2026, spanning 106 distinct U.S. exchange-listed positions.
Legacy Wealth Management, LLC / MS executed strategic sector rebalancing during Q1 2026, establishing 15 new positions while fully exiting 9 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.22% | +0.26% | +0.48% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.26% | +0.50% | -4.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.90% | +0.26% | -0.43% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.51% | -12.44% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.89% | +2.94% | +2.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.57% | +0.14% | +2.71% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.79% | -0.70% | -0.53% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 1.99% | -0.24% | -1.35% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | -0.04% | -4.14% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | -0.22% | +0.26% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.70% | -0.41% | -0.65% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.58% | +0.06% | — | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.57% | +1.08% | -8.62% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.54% | -1.54% | EXIT | |
| 15 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.30% | -0.41% | -0.86% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.08% | -0.23% | -20.17% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.04% | -3.54% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.17% | +0.35% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.22% | -0.63% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.07% | +37.47% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.93% | -0.46% | +4.48% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.89% | +0.10% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | -0.32% | -24.54% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.03% | -21.69% | |
| 25 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.83% | -0.21% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.04% | +16.22% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.23% | +0.01% | |
| 28 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.81% | -0.43% | -19.15% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.13% | +0.41% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.24% | -0.19% | |
| 31 | HUBB | Hubbell Inc | Stock-Industrials | 0.62% | -0.03% | +0.02% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.62% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.16% | -0.25% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.57% | -0.12% | -37.75% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.54% | -0.07% | +4.32% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.09% | — | |
| 37 | IEX | Idex CORP | Stock-Industrials | 0.48% | +0.03% | -6.06% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.34% | +0.02% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.06% | -4.73% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.18% | -2.17% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.04% | +20.20% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.10% | +109.02% | |
| 43 | EQH | Equitable Holdings Inc | Stock-Financials | 0.42% | -0.09% | — | |
| 44 | COP | Conocophillips | Stock-Energy | 0.38% | -0.13% | -10.51% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.14% | +26.29% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.33% | -0.17% | +23.11% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | -0.06% | -56.14% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 49 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.27% | -0.03% | -1.17% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.26% | -0.26% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.4% | -0.53% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | +37.47% | Add |
| 3 | LHX | L3harris Technologies Inc | +0.3% | -0.86% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -0.25% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.2% | +0.35% | Add |
| 6 | RTX | Rtx CORP | +0.2% | -1.35% | Trim |
| 7 | TSLA | Tesla Inc | +0.2% | +109.02% | Add |
| 8 | CVX | Chevron CORP | +0.2% | +26.29% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +2.70% | Add |
| 10 | TJX | Tjx Companies Inc | +0.2% | -0.65% | Trim |
| 11 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +124.12% | Add |
| 12 | COP | Conocophillips | +0.1% | -10.51% | Trim |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +20.20% | Add |
| 14 | HUBB | Hubbell Inc | +0.1% | +0.02% | Add |
| 15 | T | At&t Inc | +0.1% | -2.17% | Trim |
| 16 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +80.60% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +16.22% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +0.48% | Add |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +4.32% | Add |
| 20 | VRT | Vertiv Holdings Co-a | 0% | +1.35% | Add |
| 21 | LIN | Linde plc | 0% | — | Unchanged |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +2.71% | Add |
| 23 | NEE | Nextera Energy Inc | 0% | +0.66% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +0.16% | Add |
| 25 | AMGN | Amgen Inc | 0% | +0.46% | Add |
| 26 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 27 | MCD | Mcdonald's CORP | 0% | +0.02% | Add |
| 28 | IEX | Idex CORP | 0% | -6.06% | Trim |
| 29 | UNP | Union Pacific CORP | 0% | -4.73% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | +2.61% | Add |
| 31 | AME | Ametek Inc | 0% | — | Unchanged |
| 32 | CHI | Calamos Convert Opport & Inc | 0% | +0.34% | Add |
| 33 | ISRG | Intuitive Surgical Inc | 0% | +23.11% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 35 | MLPA | Global X Mlp ETF | 0% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.73% | Add |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | 0% | -1.17% | Trim |
| 38 | XCHYX | Calamos Convert & High Inc | 0% | +0.35% | Add |
| 39 | TRMK | Trustmark CORP | 0% | -3.74% | Trim |
| 40 | HD | Home Depot Inc | 0% | +0.62% | Add |
| 41 | EGP | Eastgroup Properties Inc | 0% | +0.86% | Add |
| 42 | CSCO | Cisco Systems Inc | 0% | +2.90% | Add |
| 43 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.12% | Add |
| 44 | SYK | Stryker CORP | — | +0.01% | Add |
| 45 | BLK | Blackrock Inc | — | +0.17% | Add |
| 46 | OEF | Ishares S&p 100 ETF | — | +0.14% | Add |
| 47 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 48 | GDXY | Yldmax Gold Min Op In St ETF | — | — | Unchanged |
| 49 | TSME | Thrivent Sml-mdc Eq Etf-us I | — | -4.07% | Trim |
| 50 | JEPQ | JPM Nasdaq Equity Premium | — | — | Unchanged |
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 106 disclosed positions in Q1 2026.
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 46.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVDE
市值: $5.6M
Top Position Liquidated / Trimmed
A
前期市值: $936.4K
During Q1 2026, Legacy Wealth Management, LLC / MS's top holdings by market value included NVDA (18.2%)、SPY (16.3%)、AAPL (7.9%). The largest single position, NVDA, represented 18.2% of total portfolio value.
In Q1 2026, Legacy Wealth Management, LLC / MS made 100 total portfolio adjustments, initiating 15 new buys, adding to 40 positions, trimming 36 holdings, and fully liquidating 9 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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