StockDriftsStockDriftsTop 50 Legacy Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 18.48% | 359.7K | $72.0M | -1.88%(-6.89K) | $133.99(+64.53%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 16.76% | 87.4K | $65.3M | -0.30%(-260) | $336.90(+129.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.16% | 109.8K | $31.8M | +0.56%(+611) | $198.19(+54.74%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.83% | 303.0K | $26.6M | +69.69%(+124.43K) | $68.17(+33.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.31% | 45.1K | $16.8M | -1.37%(-626) | $257.58(+95.19%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.71% | 40.4K | $14.4M | -7.08%(-3.08K) | $121.81(+188.54%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.65% | 30.2K | $10.3M | -11.96%(-4.11K) | $87.66(+332.32%) | 2026-06-30 | |
| WMT | WALMART INC | 2.09% | 71.9K | $8.1M | -8.79%(-6.93K) | $54.76(+106.60%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.75% | 28.6K | $6.8M | -5.13%(-1.55K) | $196.04(+40.25%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 1.75% | 35.9K | $6.8M | -0.66%(-237) | $86.48(+158.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.13% | +64.85% | +11.88% | +75.33% |
| Top 20 Holdings Unweighted | +17.37% | +61.70% | +11.26% | +70.50% |
Legacy Wealth Management, LLC reports $389.56M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (18.5%), SPY (16.8%) and AAPL (8.2%). The top 20 holdings account for 77.89% of reported assets. Its disclosed equity book has returned +64.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047443). View Legacy Wealth Management, LLC’s 13F filings on SEC