account_balance
Investment manager · 13F filer · SEC CIK 2047443
Legacy Wealth Management, LLC
Reported value$336Mas of Sep 30, 2026
Positions124 17 new, 8 sold out
Top 10 weight63.0%SPY alone is 21%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
20.7%Added +4%
SPYMSPDR S&P 500 Portfolio ETF
12.6%Added +56%
AAPLApple Inc.
6.5%Trimmed −40%
MSFTMicrosoft Corp
5.8%Trimmed −15%
NVDANVIDIA Corp
4.1%Trimmed −83%
GOOGLAlphabet Inc.
4.0%Trimmed −4%
PANWPalo Alto Networks Inc
3.1%Trimmed −12%
WMTWalmart Inc.
2.1%−6%
AMZNAmazon.com Inc
2.1%
RTXRTX Corp
2.0%Added +3%
SPCXSpace Exploration Technologies Corp
2.0%New
AVDE1.9%
SPYSPDR S&P 500 ETF Trust
20.7%Added +4%
SPYMSPDR S&P 500 Portfolio ETF
12.6%+56%
AAPLApple Inc.
6.5%−40%
MSFTMicrosoft Corp
5.8%−15%
NVDANVIDIA Corp
4.1%
GOOGLAlphabet Inc.
4.0%
PANWPalo Alto Networks Inc
3.1%
WMT2.1%AMZNRTX2.0%SPCXAVDE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 20.7% Added +4%
SPYM SPDR S&P 500 Portfolio ETF 12.6% Added +56%
AAPL Apple Inc. 6.5% Trimmed −40%MSFT Microsoft Corp 5.8% Trimmed −15%NVDA NVIDIA Corp 4.1% Trimmed −83%GOOGL Alphabet Inc. 4.0% Trimmed −4%PANW Palo Alto Networks Inc 3.1% Trimmed −12%WMT Walmart Inc. 2.1% Trimmed −6%AMZN Amazon.com Inc 2.1% Trimmed −2%RTX RTX Corp 2.0% Added +3%SPCX Space Exploration Technologies Corp 2.0% NewAVDE Avantis International Equity ETF 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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