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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTEL CORP Technology 10,444.0 $1.5M 0.37% +3K +47.6% $139.63 -34.0%
42 LRCX LAM RESEARCH CORP Technology 3,104.0 $1.3M 0.34% +1K +65.1% $433.32 -26.5%
43 EQH EQUITABLE HLDGS INC Financial Services 29,240.0 $1.3M 0.33% -10K -25.5% $43.88 +14.3%
44 TSLA TESLA INC Consumer Cyclical 2,954.0 $1.2M 0.32% -1K -25.9% $420.60 -15.6%
45 VOO VANGUARD INDEX FDS 1,641.0 $1.1M 0.29% $686.81 +3.2%
46 GEV GE VERNOVA INC Utilities 884.0 $1.0M 0.27% +45.0 +5.4% $1175.22 -18.8%
47 WDC WESTERN DIGITAL CORP Technology 1,604.0 $1.0M 0.26% NEW $638.72 -27.7%
48 T AT&T INC Communication Services 48,999.0 $1.0M 0.26% -4K -7.2% $20.70 +22.9%
49 BSCV INVESCO EXCH TRD SLF IDX FD 61,145.0 $1.0M 0.26% +11K +22.9% $16.39 -0.9%
50 COP CONOCOPHILLIPS Energy 9,313.0 $968K 0.25% -875.0 -8.6% $103.96 +24.6%
51 HONEYWELL INTL INC 4,234.0 $948K 0.24% NEW $223.89
52 BSCS INVESCO EXCH TRD SLF IDX FD 45,795.0 $933K 0.24% -745.0 -1.6% $20.37 -0.1%
53 UNH UNITEDHEALTH GROUP INC Healthcare 2,208.0 $918K 0.24% -2K -43.5% $415.63 -5.0%
54 CVX CHEVRON CORPORATION Energy 5,447.0 $903K 0.23% -842.0 -13.4% $165.76 +20.4%
55 CAT CATERPILLAR INC Industrials 843.0 $898K 0.23% NEW $1064.90 -23.3%
56 FCX FREEPORT MCMORAN INC Basic Materials 13,942.0 $877K 0.23% +8K +151.9% $62.89 +24.7%
57 AMD ADVANCED MICRO DEVICES INC Technology 1,490.0 $866K 0.22% NEW $580.91 -17.9%
58 HONEYWELL AEROSPACE INC 3,882.0 $858K 0.22% NEW $221.05
59 NOW SERVICENOW INC Technology 8,109.0 $805K 0.21% -259.0 -3.1% $99.28 +39.4%
60 OEF ISHARES TR 2,157.0 $789K 0.20% $365.95 +4.1%
Page 3 of 6  ·  114 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%