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Stock research / United States / Funds / Legacy Wealth Management, LLC

Legacy Wealth Management, LLC

CIK 2047443 · latest 13F filed 8 July 2026 · Read the filing on EDGAR

Legacy Wealth Management, LLC reported 114 US-listed holdings worth $389.6 million in its 13F for the quarter ended 30 June 2026, filed 8 July 2026. Its largest: NVIDIA Corp. (18.5%), SPDR S&P 500 (16.8%) and Apple Inc. (8.2%). Against the quarter before, it opened 16 positions, added to 34, trimmed 46 and sold out of 8.

Reported holdings$389.6M+11.0% on Q1 2026
Positions114+8 on Q1 2026
The largest ten66.5%of its reported holdings
Latest 13FQ2 2026filed 8 July 2026
Where the money is
Added toHeldTrimmed
NVDA18.5%SPY16.8%AAPL8.2%SPYM6.8%MSFT4.3%GOOGL3.7%PANW2.6%WMT2.1%AMZN1.8%RTX1.7%AVDE1.6%V1.6%TJX1.3%VTI1.1%100 more27.9%

The 14 largest of its 114 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $272.3 million in 96 positions$272MQ3 24Q4 2024: $251.7 million in 88 positions$252MQ4 24Q1 2025: $305.9 million in 97 positions$306MQ1 25Q2 2025: $328.9 million in 90 positions$329MQ2 25Q3 2025: $332.2 million in 94 positions$332MQ3 25Q4 2025: $374.6 million in 100 positions$375MQ4 25Q1 2026: $350.9 million in 106 positions$351MQ1 26Q2 2026: $389.6 million in 114 positions$390MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +20.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +20.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 16Added 34Held 18Trimmed 46Sold out 8
Opened: 16Added: 34Held: 18Trimmed: 46Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Applied Materials Inc. AMAT$1.8 million
  2. South Plains Financial Inc. SPFI$1.7 million
  3. Western Digital Corp. WDC$1.0 million
  4. Honeywell International Inc. HON$947,962
  5. Caterpillar Inc. CAT$897,711
  6. Advanced Micro Devices Inc. AMD$865,556
  7. Honeywell Aerospace Inc. HONA$858,122
  8. Fifth Third Bancorp FITB$616,519

and 8 more in the table below

Added to 34

  1. SPDR Ser Trust SPYM+124,427 shares · +70%
  2. Micron Technology Inc. MU+1,499 shares · +73%
  3. American Century ETF Trust AVDV+5,946 shares · +19%
  4. American Century ETF Trust AVDE+6,351 shares · +10%
  5. Lam Research Corp. LRCX+1,224 shares · +65%
  6. Freeport-McMoRan Inc. FCX+8,407 shares · +152%
  7. Intel Corp. INTC+3,369 shares · +48%
  8. Meta Platforms, Inc. META+430 shares · +8%

and 26 more in the table below

Trimmed 46

  1. IQVIA Holdings Inc. IQV-8,935 shares · -54%
  2. Palo Alto Networks Inc. PANW-4,105 shares · -12%
  3. NVIDIA Corp. NVDA-6,894 shares · -2%
  4. Alphabet Inc. GOOGL-3,080 shares · -7%
  5. Visa Inc. V-2,977 shares · -14%
  6. Thermo Fisher Scientific Inc. TMO-1,917 shares · -31%
  7. McDonald's Corp. MCD-3,498 shares · -65%
  8. JPMorgan Chase & Co. JPM-2,537 shares · -20%

and 38 more in the table below

Sold out of 8

  1. Palantir Technologies Inc. PLTR$5.4 million last quarter
  2. Honeywell International Inc. HON$2.2 million last quarter
  3. American Express Co. AXP$924,076 last quarter
  4. Coca-Cola Co. KO$724,334 last quarter
  5. Philip Morris International Inc. PM$285,212 last quarter
  6. iShares Trust EFA$241,855 last quarter
  7. Shell plc SHEL$228,369 last quarter
  8. Tidal Trust II GDXY$200,683 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA359.7K$72.0 million18.48%-6.9K
SPDR S&P 500 SPY87.4K$65.3 million16.76%-260
Apple Inc. AAPL109.8K$31.8 million8.16%+611
SPDR Ser Trust SPYM303.0K$26.6 million6.83%+124.4K
Microsoft Corp. MSFT45.1K$16.8 million4.31%-626
Alphabet Inc. GOOGL40.4K$14.4 million3.71%-3.1K
Palo Alto Networks Inc. PANW30.2K$10.3 million2.65%-4.1K
Walmart Inc. WMT71.9K$8.1 million2.09%-6.9K
Amazon.com Inc. AMZN28.6K$6.8 million1.75%-1.5K
RTX Corp. RTX35.9K$6.8 million1.75%-237
American Century ETF Trust AVDE71.8K$6.4 million1.64%+6.4K
Visa Inc. V17.7K$6.1 million1.56%-3.0K
TJX Companies Inc. TJX33.1K$5.0 million1.29%-4.4K
VG Totl STK Vprs VTI11.8K$4.3 million1.12%-5
Alphabet Inc. GOOG12.2K$4.3 million1.10%-430
Micron Technology Inc. MU3.5K$4.1 million1.05%+1.5K
American Century ETF Trust AVDV37.4K$3.9 million0.99%+5.9K
L3Harris Technologies, Inc. LHX12.0K$3.5 million0.89%-1.2K
Costco Wholesale Corp. COST3.7K$3.5 million0.89%-34
Bank of America Corp. BAC59.2K$3.4 million0.87%-997
Chubb Ltd. CB9.8K$3.3 million0.85%-1.9K
Broadcom Inc. AVGO8.7K$3.3 million0.85%+595
JPMorgan Chase & Co. JPM9.9K$3.2 million0.83%-2.5K
Meta Platforms, Inc. META5.5K$3.1 million0.79%+430
Arthur J. Gallagher & Co. AJG10.5K$2.4 million0.62%-3.0K
Hubbell Inc. HUBB4.4K$2.3 million0.59%-65
Stryker Corp. SYK7.3K$2.3 million0.59%-1.4K
Thermo Fisher Scientific Inc. TMO4.2K$2.1 million0.54%-1.9K
Idex Corp. IEX8.8K$2.0 million0.51%-220
Invesco Exch TRD SLF Idx FD BSCT99.0K$1.8 million0.47%-3.0K
Boston Scientific Corp. BSX42.7K$1.8 million0.47%-9.3K
Invesco Exchange Traded FD T RSP8.6K$1.8 million0.47%+667
Abbott Laboratories ABT19.7K$1.8 million0.46%-4.2K
Applied Materials Inc. AMAT2.5K$1.8 million0.46%new
Danaher Corp. DHR9.2K$1.8 million0.45%-1.4K
ExxonMobil Holdings Corp. XOM12.4K$1.7 million0.44%-20
Lowe's Companies Inc. LOW7.7K$1.7 million0.43%+16
South Plains Financial Inc. SPFI38.5K$1.7 million0.43%new
Union Pacific Corp. UNP5.6K$1.5 million0.39%-900
IQVIA Holdings Inc. IQV7.8K$1.5 million0.38%-8.9K
Intel Corp. INTC10.4K$1.5 million0.37%+3.4K
Lam Research Corp. LRCX3.1K$1.3 million0.35%+1.2K
Equitable Holdings, Inc. EQH29.2K$1.3 million0.33%-10.0K
Tesla, Inc. TSLA3.0K$1.2 million0.32%-1.0K
Vanguard S&P 500 VOO1.6K$1.1 million0.29%no change
GE Vernova Inc. GEV884$1.0 million0.27%+45
Western Digital Corp. WDC1.6K$1.0 million0.26%new
AT&T Inc. T49.0K$1.0 million0.26%-3.8K
Invesco Exch TRD SLF Idx FD BSCV61.1K$1.0 million0.26%+11.4K
ConocoPhillips COP9.3K$968,1790.25%-875
Honeywell International Inc. HON4.2K$947,9620.24%new
Invesco Exch TRD SLF Idx FD BSCS45.8K$932,6230.24%-745
UnitedHealth Group Inc. UNH2.2K$917,7110.24%-1.7K
Chevron Corp. CVX5.4K$902,8740.23%-842
Caterpillar Inc. CAT843$897,7110.23%new
Freeport-McMoRan Inc. FCX13.9K$876,8120.23%+8.4K
Advanced Micro Devices Inc. AMD1.5K$865,5560.22%new
Honeywell Aerospace Inc. HONA3.9K$858,1220.22%new
ServiceNow, Inc. NOW8.1K$805,0620.21%-259
iShares Trust OEF2.2K$789,3550.20%+1
Vanguard World FD VGT6.4K$768,2680.20%+4
Thrivent Small-Mid Cap Esg ETF TSME14.5K$759,0450.19%no change
Linde plc LIN1.4K$746,2360.19%+13
Calamos Funds CHI55.1K$740,6590.19%+171
Amgen Inc. AMGN2.0K$713,0140.18%+8
Calamos Funds CHY51.3K$698,1690.18%+168
Invesco Exch TRD SLF Idx FD BSCU41.8K$695,6470.18%+7.4K
Blackstone Inc. BX5.7K$665,1310.17%+1.7K
Fortive Corp. FTV10.7K$652,5630.17%-2.6K
Intuitive Surgical Inc. ISRG1.6K$641,4580.16%-923
Fifth Third Bancorp FITB10.9K$616,5190.16%new
Cisco Systems, Inc. CSCO5.0K$586,2490.15%-50
BlackRock, Inc. BLK605$581,8960.15%no change
Invesco Exch TRD SLF Idx FD BSCW25.1K$515,8270.13%+10.8K
McDonald's Corp. MCD1.9K$500,0070.13%-3.5K
Vertiv Holdings Co. VRT1.4K$481,6600.12%+17
Trustmark Corp. TRMK10.3K$473,9030.12%no change
KKR & Co. Inc. KKR5.0K$463,3050.12%no change
Leidos Holdings, Inc. LDOS4.3K$446,3750.11%no change
Eli Lilly & Co. LLY369$442,5900.11%+30
JPMorgan Nasdaq Equity Premium JEPQ7.0K$429,6050.11%no change
NextEra Energy Inc. NEE4.8K$418,8540.11%+16
Delta Air Lines, Inc. DAL4.4K$414,4460.11%new
Home Depot, Inc. HD1.1K$403,5420.10%+9
Tidal Trust II YMAX48.3K$390,3850.10%+25.0K
CrowdStrike Holdings, Inc. CRWD511$389,9650.10%new
Avery Dennison Corp. AVY2.2K$363,6640.09%no change
iShares Trust IWR3.3K$362,2530.09%+3
Baker Hughes Co. BKR6.5K$359,8620.09%+858
iShares Trust IWB875$358,3130.09%-25
Invesco ETFs BSCR18.1K$354,2120.09%-37
J P Morgan Exchange Traded F JEPI6.3K$353,9600.09%no change
Johnson & Johnson JNJ1.4K$344,0260.09%+19
Keurig Dr Pepper Inc. KDP10.5K$343,6650.09%-7.9K
Eastgroup Properties Inc. EGP1.7K$337,0540.09%+13
Berkshire Hathaway Inc. Class B BRKB668$334,2610.09%-800
NXP Semiconductors N.V. NXPI1.2K$323,4660.08%no change
Fortinet, Inc. FTNT2.0K$312,6170.08%new
AstraZeneca PLC AZN1.6K$307,7530.08%new
Oracle Corp. ORCL2.1K$303,7980.08%+148
Invesco QQQ Trust QQQ403$296,7170.08%no change
Masco Corp. MAS3.6K$294,2340.08%new
Lennar Corp. LEN3.3K$294,1830.08%new
Analog Devices Inc. ADI708$281,1960.07%no change
SPDR Ser Trust SPTM3.0K$270,7360.07%+8
Zoetis Inc. ZTS3.6K$257,2590.07%-3.6K
AbbVie Inc. ABBV1.0K$255,0550.07%+80
Cigna Group CI907$250,0420.06%+77
Global X ETFs MLPA4.7K$249,7940.06%no change
iShares Russell 2000 ETF IWM778$233,6280.06%new
AMETEK Inc. AME950$229,8430.06%-1.8K
Goldman Sachs Group Inc. GS203$205,3080.05%new
S&P Global Inc. SPGI500$203,6300.05%no change
Gabelli Equity Trust Inc. GAB32.2K$182,3800.05%+356
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.