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Portfolio (Quarterly) Guide ↗

Legacy Wealth Management, LLC / MS

· CIK 0002047443
13F Portfolio $390M AUM 114 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 29 Added 43 Reduced 8 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 1,144.0 $404K 0.10% +9.0 +0.8% $352.75 -6.8%
22 YMAX TIDAL TRUST II 48,315.0 $390K 0.10% +25K +107.5% $8.08 -5.2%
23 BKR BAKER HUGHES COMPANY Energy 6,484.0 $360K 0.09% +858.0 +15.2% $55.50 +11.9%
24 JNJ JOHNSON & JOHNSON Healthcare 1,355.0 $344K 0.09% +19.0 +1.4% $253.89 +4.7%
25 EGP EASTGROUP PPTYS INC Real Estate 1,664.0 $337K 0.09% +13.0 +0.8% $202.56 -1.3%
26 ORCL ORACLE CORP Technology 2,073.0 $304K 0.08% +148.0 +7.7% $146.55 +3.7%
27 ABBV ABBVIE INC Healthcare 1,014.0 $255K 0.07% +80.0 +8.6% $251.53 +2.6%
28 CI THE CIGNA GROUP Healthcare 907.0 $250K 0.06% +77.0 +9.3% $275.68 +0.7%
29 GAB GABELLI EQUITY TR INC Financial Services 32,223.0 $182K 0.05% +356.0 +1.1% $5.66 +0.9%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.4%
Financial Services 28.0%
Industrials 5.8%
Communication Services 5.7%
Consumer Cyclical 4.9%
Healthcare 4.3%
Consumer Defensive 3.7%
Energy 1.2%
Basic Materials 0.5%
Utilities 0.4%