Legacy Wealth Management, LLC / MS - Portfolio overview

Legacy Wealth Management, LLC / MS has 116 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 17.50%
2. SPY - SPDR S&P 500 ETF TR, 15.62%
3. AAPL - APPLE INC, 7.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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