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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQ INVESCO QQQ TR Financial Services 403.0 $297K 0.08% $736.27 -2.1%
102 MAS MASCO CORP Industrials 3,616.0 $294K 0.08% NEW $81.37 -10.5%
103 LEN LENNAR CORP Consumer Cyclical 3,251.0 $294K 0.08% NEW $90.49 -5.9%
104 ADI ANALOG DEVICES INC Technology 708.0 $281K 0.07% $397.17 -5.7%
105 SPTM SPDR SERIES TRUST 2,982.0 $271K 0.07% $90.79 +3.0%
106 ZTS ZOETIS INC Healthcare 3,580.0 $257K 0.07% -4K -50.4% $71.86 +4.4%
107 ABBV ABBVIE INC Healthcare 1,014.0 $255K 0.07% +80.0 +8.6% $251.53 +2.6%
108 CI THE CIGNA GROUP Healthcare 907.0 $250K 0.06% +77.0 +9.3% $275.68 +0.7%
109 MLPA GLOBAL X FDS 4,706.0 $250K 0.06% $53.08 +7.3%
110 IWM ISHARES TR 778.0 $234K 0.06% NEW $300.29 -0.2%
111 AME AMETEK INC Industrials 950.0 $230K 0.06% -2K -65.5% $241.94 +0.7%
112 GS GOLDMAN SACHS GROUP INC Financial Services 203.0 $205K 0.05% NEW $1011.37 +2.9%
113 SPGI S&P GLOBAL INC Financial Services 500.0 $204K 0.05% $407.26 +6.9%
114 GAB GABELLI EQUITY TR INC Financial Services 32,223.0 $182K 0.05% +356.0 +1.1% $5.66 +0.9%
Page 6 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%