Notify me when Legacy Wealth Management, LLC / MS files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 100 | $374,558,309 | +$42,359,300 | -$6,566,626 | +$35,792,674 | NVDA, SPY, AAPL, MSFT, SPYM | 13F-HR | 05 Jan 2026, 12:57 |
| Q3 2025 | 94 | $332,240,756 | +$9,631,343 | -$35,193,146 | -$25,561,803 | NVDA, SPY, AAPL, MSFT, SPLG | 13F-HR | 23 Oct 2025, 15:50 |
| Q2 2025 | 90 | $328,852,648 | +$57,181,106 | -$51,647,111 | +$5,533,995 | SPY, NVDA, MSFT, AAPL, SPLG | 13F-HR | 01 Jul 2025, 16:19 |
| Q1 2025 | 97 | $305,938,331 | +$72,757,045 | -$11,578,518 | +$61,178,527 | SPY, AAPL, MSFT, SPLG, V | 13F-HR | 02 Apr 2025, 17:44 |
| Q4 2024 | 88 | $251,707,282 | +$10,514,876 | -$32,062,278 | -$21,547,402 | SPY, MSFT, AAPL, SPLG, PANW | 13F-HR | 06 Jan 2025, 09:26 |
| Q3 2024 | 96 | $272,272,159 | +$25,395,358 | -$1,789,400 | +$23,605,958 | SPY, MSFT, AAPL, PANW, SPLG | 13F-HR | 12 Dec 2024, 15:01 |
| Q2 2024 | 72 | $236,752,138 | +$16,385,931 | -$9,913,896 | +$6,472,035 | SPY, MSFT, AAPL, PANW, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q1 2024 | 71 | $221,810,220 | +$8,101,359 | -$7,803,317 | +$298,042 | SPY, MSFT, AAPL, V, PANW | 13F-HR | 12 Dec 2024, 12:38 |
| Q4 2023 | 70 | $207,414,257 | +$2,846,627 | -$9,010,092 | -$6,163,465 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q3 2023 | 74 | $192,396,336 | +$7,418,976 | -$7,271,325 | +$147,651 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q2 2023 | 72 | $199,397,053 | +$9,704,792 | -$6,119,749 | +$3,585,043 | SPY, MSFT, AAPL, V, VTI | 13F-HR | 12 Dec 2024, 12:38 |
| Q1 2023 | 72 | $181,229,116 | +$3,274,929 | -$1,314,034 | +$1,960,895 | SPY, MSFT, AAPL, V, VTI | 13F-HR | 12 Dec 2024, 12:38 |
| Q4 2022 | 71 | $168,729,689 | +$20,250,328 | -$9,682,198 | +$10,568,130 | SPY, MSFT, AAPL, V, VTI | 13F-HR | 12 Dec 2024, 12:38 |
| Q3 2022 | 76 | $148,181,673 | +$10,658,849 | -$15,196,282 | -$4,537,433 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q2 2022 | 82 | $164,565,925 | +$17,653,538 | -$14,468,214 | +$3,185,324 | SPY, MSFT, AAPL, V, WMT | 13F-HR | 12 Dec 2024, 12:38 |
| Q1 2022 | 94 | $191,564,112 | +$16,897,224 | -$12,557,040 | +$4,340,184 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q4 2021 | 103 | $195,365,706 | +$3,641,664 | -$13,986,167 | -$10,344,503 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q3 2021 | 104 | $186,954,126 | +$6,526,707 | -$1,632,420 | +$4,894,287 | SPY, MSFT, AAPL, V, GOOGL | 13F-HR | 12 Dec 2024, 12:38 |
| Q2 2021 | 102 | $180,391,497 | +$4,620,267 | -$2,655,996 | +$1,964,271 | SPY, MSFT, AAPL, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |
| Q1 2021 | 96 | $164,998,148 | +$2,964,142 | -$2,364,639 | +$599,503 | SPY, MSFT, AAPL, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |
| Q4 2020 | 93 | $157,808,569 | +$11,148,449 | -$14,094,564 | -$2,946,115 | SPY, AAPL, MSFT, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |
| Q3 2020 | 96 | $145,074,046 | +$14,914,670 | -$6,614,213 | +$8,300,457 | SPY, MSFT, AAPL, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |
| Q2 2020 | 96 | $130,968,524 | +$5,789,925 | -$3,043,802 | +$2,746,123 | SPY, MSFT, AAPL, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |
| Q1 2020 | 93 | $107,333,076 | +$32,908,538 | -$20,826,753 | +$12,081,785 | SPY, MSFT, AAPL, V, BDX | 13F-HR | 12 Dec 2024, 12:38 |
| Q4 2019 | 103 | $114,825,149 | $0 | $0 | $0 | SPY, MSFT, AAPL, V, VOO | 13F-HR | 12 Dec 2024, 12:38 |