Legacy Wealth Management, LLC / MS

Q4 2025 13F-HR Holdings

Location
Ridgeland, MS
Holdings as of
12/31/2025
Date filed
1/5/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$374,558
Net value change ($000)
+42,317 (12.7%)
New positions
8
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 8,256 13.8%
SPY 4,992 8.6%
AAPL 4,290 16.8%
GOOGL 4,189 46.2%
SPYM 3,152 29.2%
VTI 2,458 150.9%
WMT 1,686 23.6%
RTX 1,456 27.7%
TMO 1,243 35.9%
MSFT 1,196 5.0%
Top Reduces (Value $000, Stocks/ETFs)
COP -1,758 -62.3%
UNH -1,506 -33.9%
PANW -1,378 -16.6%
ZTS -1,016 -48.1%
HON -935 -27.5%
IEX -473 -21.8%
FISV -387 -100.0%
MTDR -272 -33.0%
SPSB -247 -100.0%
META -193 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type