Legacy Wealth Management, LLC / MS

RIDGELAND, MS · CIK 2047443 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRidgeland, MS

$389.6m reported value +11.0% vs Q1 2026

114positions

66.5%in top 10

16 new 37 added 47 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	359,695	$72.0m18.48%	18.48%	Reduced -6.9k	-6,894 -1.9%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	87,441	$65.3m16.76%	16.76%	Reduced -260	-260 -0.3%
3	APPLE INC COM AAPL	AAPL	109,796	$31.8m8.16%	8.16%	Added +611	+611 0.6%
4	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	302,964	$26.6m6.83%	6.83%	Added +124.4k	+124,427 69.7%
5	MICROSOFT CORP COM MSFT	MSFT	45,058	$16.8m4.31%	4.31%	Reduced -626	-626 -1.4%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	40,424	$14.4m3.71%	3.71%	Reduced -3.1k	-3,080 -7.1%
7	PALO ALTO NETWORKS INC COM PANW	PANW	30,221	$10.3m2.65%	2.65%	Reduced -4.1k	-4,105 -12.0%
8	WALMART INC COM WMT	WMT	71,878	$8.1m2.09%	2.09%	Reduced -6.9k	-6,926 -8.8%
9	AMAZON COM INC COM AMZN	AMZN	28,616	$6.8m1.75%	1.75%	Reduced -1.5k	-1,548 -5.1%
10	RTX CORPORATION COM RTX	RTX	35,894	$6.8m1.75%	1.75%	Reduced -237	-237 -0.7%
11	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	71,796	$6.4m1.64%	1.64%	Added +6.4k	+6,351 9.7%
12	VISA INC COM CL A V	V	17,730	$6.1m1.56%	1.56%	Reduced -3.0k	-2,977 -14.4%
13	TJX COS INC NEW COM TJX	TJX	33,052	$5.0m1.29%	1.29%	Reduced -4.4k	-4,380 -11.7%
14	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	11,755	$4.3m1.12%	1.12%	Reduced -5	-5 -0.0%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	12,180	$4.3m1.10%	1.10%	Reduced -430	-430 -3.4%
16	MICRON TECHNOLOGY INC COM MU	MU	3,544	$4.1m1.05%	1.05%	Added +1.5k	+1,499 73.3%
17	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	37,372	$3.9m0.99%	0.99%	Added +5.9k	+5,946 18.9%
18	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	11,960	$3.5m0.89%	0.89%	Reduced -1.2k	-1,230 -9.3%
19	COSTCO WHSL CORP NEW COM COST	COST	3,702	$3.5m0.89%	0.89%	Reduced -34	-34 -0.9%
20	BANK AMERICA CORP COM BAC	BAC	59,162	$3.4m0.87%	0.87%	Reduced -997	-997 -1.7%
21	CHUBB LIMITED COM CB	CB	9,757	$3.3m0.85%	0.85%	Reduced -1.9k	-1,907 -16.4%
22	BROADCOM INC COM AVGO	AVGO	8,734	$3.3m0.85%	0.85%	Added +595	+595 7.3%
23	JPMORGAN CHASE & CO COM JPM	JPM	9,928	$3.2m0.83%	0.83%	Reduced -2.5k	-2,537 -20.4%
24	META PLATFORMS INC CL A META	META	5,496	$3.1m0.79%	0.79%	Added +430	+430 8.5%
25	GALLAGHER ARTHUR J & CO COM AJG	AJG	10,541	$2.4m0.62%	0.62%	Reduced -3.0k	-2,950 -21.9%
26	HUBBELL INC COM HUBB	HUBB	4,402	$2.3m0.59%	0.59%	Reduced -65	-65 -1.5%
27	STRYKER CORPORATION COM SYK	SYK	7,304	$2.3m0.59%	0.59%	Reduced -1.4k	-1,400 -16.1%
28	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,213	$2.1m0.54%	0.54%	Reduced -1.9k	-1,917 -31.3%
29	IDEX CORP COM IEX	IEX	8,755	$2.0m0.51%	0.51%	Reduced -220	-220 -2.5%
30	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	98,956	$1.8m0.47%	0.47%	Reduced -3.0k	-3,050 -3.0%
31	BOSTON SCIENTIFIC CORP COM BSX	BSX	42,748	$1.8m0.47%	0.47%	Reduced -9.3k	-9,284 -17.8%
32	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	8,556	$1.8m0.47%	0.47%	Added +667	+667 8.4%
33	ABBOTT LABS COM ABT	ABT	19,655	$1.8m0.46%	0.46%	Reduced -4.2k	-4,169 -17.5%
34	APPLIED MATLS INC COM AMAT	AMAT	2,464	$1.8m0.46%	0.46%	New
35	DANAHER CORPORATION COM DHR	DHR	9,200	$1.8m0.45%	0.45%	Reduced -1.4k	-1,380 -13.0%
36	EXXON MOBIL CORP COM XOM	XOM	12,406	$1.7m0.44%	0.44%	Reduced -20	-20 -0.2%
37	LOWES COS INC COM LOW	LOW	7,677	$1.7m0.43%	0.43%	Added +16	+16 0.2%
38	SOUTH PLAINS FINANCIAL INC COM SPFI	SPFI	38,500	$1.7m0.43%	0.43%	New
39	UNION PAC CORP COM UNP	UNP	5,632	$1.5m0.39%	0.39%	Reduced -900	-900 -13.8%
40	IQVIA HLDGS INC COM IQV	IQV	7,752	$1.5m0.38%	0.38%	Reduced -8.9k	-8,935 -53.5%
41	INTEL CORP COM INTC	INTC	10,444	$1.5m0.37%	0.37%	Added +3.4k	+3,369 47.6%
42	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,104	$1.3m0.35%	0.35%	Added +1.2k	+1,224 65.1%
43	EQUITABLE HLDGS INC COM EQH	EQH	29,240	$1.3m0.33%	0.33%	Reduced -10.0k	-10,000 -25.5%
44	TESLA INC COM TSLA	TSLA	2,954	$1.2m0.32%	0.32%	Reduced -1.0k	-1,032 -25.9%
45	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,641	$1.1m0.29%	0.29%	Unchanged
46	GE VERNOVA INC COM GEV	GEV	884	$1.0m0.27%	0.27%	Added +45	+45 5.4%
47	WESTERN DIGITAL CORP COM WDC	WDC	1,604	$1.0m0.26%	0.26%	New
48	AT&T INC COM T	T	48,999	$1.0m0.26%	0.26%	Reduced -3.8k	-3,788 -7.2%
49	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	61,145	$1.0m0.26%	0.26%	Added +11.4k	+11,380 22.9%
50	CONOCOPHILLIPS COM COP	COP	9,313	$968.2k0.25%	0.25%	Reduced -875	-875 -8.6%
51	HONEYWELL INTL INC COM HON	HON	4,234	$948.0k0.24%	0.24%	New
52	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	45,795	$932.6k0.24%	0.24%	Reduced -745	-745 -1.6%
53	UNITEDHEALTH GROUP INC COM UNH	UNH	2,208	$917.7k0.24%	0.24%	Reduced -1.7k	-1,700 -43.5%
54	CHEVRON CORP NEW COM CVX	CVX	5,447	$902.9k0.23%	0.23%	Reduced -842	-842 -13.4%
55	CATERPILLAR INC COM CAT	CAT	843	$897.7k0.23%	0.23%	New
56	FREEPORT-MCMORAN INC CL B FCX	FCX	13,942	$876.8k0.23%	0.23%	Added +8.4k	+8,407 151.9%
57	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,490	$865.6k0.22%	0.22%	New
58	HONEYWELL AEROSPACE INC COM HONA	HONA	3,882	$858.1k0.22%	0.22%	New
59	SERVICENOW INC COM NOW	NOW	8,109	$805.1k0.21%	0.21%	Reduced -259	-259 -3.1%
60	ISHARES TR S&P 100 ETF OEF	OEF	2,157	$789.4k0.20%	0.20%	Added +1	+1 0.1%
61	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,428	$768.3k0.20%	0.20%	Added +4	+4 0.1%
62	THRIVENT ETF TRUST SMALL MID CAP EQ TSME	TSME	14,494	$759.0k0.19%	0.19%	Unchanged
63	LINDE PLC SHS LIN	LIN	1,438	$746.2k0.19%	0.19%	Added +13	+13 0.9%
64	CALAMOS CONV OPPORTUNITIES & SH BEN INT CHI	CHI	55,109	$740.7k0.19%	0.19%	Added +171	+171 0.3%
65	AMGEN INC COM AMGN	AMGN	1,969	$713.0k0.18%	0.18%	Added +8	+8 0.4%
66	CALAMOS CONV & HIGH INCOME F COM SHS XCHYX	XCHYX	51,261	$698.2k0.18%	0.18%	Added +168	+168 0.3%
67	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	41,793	$695.6k0.18%	0.18%	Added +7.4k	+7,421 21.6%
68	BLACKSTONE INC COM BX	BX	5,653	$665.1k0.17%	0.17%	Added +1.7k	+1,716 43.6%
69	FORTIVE CORP COM FTV	FTV	10,682	$652.6k0.17%	0.17%	Reduced -2.6k	-2,555 -19.3%
70	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,613	$641.5k0.16%	0.16%	Reduced -923	-923 -36.4%
71	FIFTH THIRD BANCORP COM FITB	FITB	10,937	$616.5k0.16%	0.16%	New
72	CISCO SYS INC COM CSCO	CSCO	4,991	$586.2k0.15%	0.15%	Reduced -50	-50 -1.0%
73	BLACKROCK INC COM BLK	BLK	605	$581.9k0.15%	0.15%	Unchanged
74	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	25,150	$515.8k0.13%	0.13%	Added +10.8k	+10,840 75.8%
75	MCDONALDS CORP COM MCD	MCD	1,850	$500.0k0.13%	0.13%	Reduced -3.5k	-3,498 -65.4%
76	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,439	$481.7k0.12%	0.12%	Added +17	+17 1.2%
77	TRUSTMARK CORP COM TRMK	TRMK	10,300	$473.9k0.12%	0.12%	Unchanged
78	KKR & CO INC COM KKR	KKR	5,048	$463.3k0.12%	0.12%	Unchanged
79	LEIDOS HOLDINGS INC COM LDOS	LDOS	4,335	$446.4k0.11%	0.11%	Unchanged
80	ELI LILLY & CO COM LLY	LLY	369	$442.6k0.11%	0.11%	Added +30	+30 8.8%
81	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	6,990	$429.6k0.11%	0.11%	Unchanged
82	NEXTERA ENERGY INC COM NEE	NEE	4,772	$418.9k0.11%	0.11%	Added +16	+16 0.3%
83	DELTA AIR LINES INC DEL COM NEW DAL	DAL	4,425	$414.4k0.11%	0.11%	New
84	HOME DEPOT INC COM HD	HD	1,144	$403.5k0.10%	0.10%	Added +9	+9 0.8%
85	TIDAL TRUST II YIELDMAX UNIVERS YMAX	YMAX	48,315	$390.4k0.10%	0.10%	Added +25.0k	+25,030 107.5%
86	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	511	$390.0k0.10%	0.10%	New
87	AVERY DENNISON CORP COM AVY	AVY	2,240	$363.7k0.09%	0.09%	Unchanged
88	ISHARES TR RUS MID CAP ETF IWR	IWR	3,284	$362.3k0.09%	0.09%	Added +3	+3 0.1%
89	BAKER HUGHES COMPANY CL A BKR	BKR	6,484	$359.9k0.09%	0.09%	Added +858	+858 15.2%
90	ISHARES TR RUS 1000 ETF IWB	IWB	875	$358.3k0.09%	0.09%	Reduced -25	-25 -2.8%
91	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	18,058	$354.2k0.09%	0.09%	Reduced -37	-37 -0.2%
92	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	6,267	$354.0k0.09%	0.09%	Unchanged
93	JOHNSON & JOHNSON COM JNJ	JNJ	1,355	$344.0k0.09%	0.09%	Added +19	+19 1.4%
94	KEURIG DR PEPPER INC COM KDP	KDP	10,500	$343.7k0.09%	0.09%	Reduced -7.9k	-7,930 -43.0%
95	EASTGROUP PPTYS INC COM EGP	EGP	1,664	$337.1k0.09%	0.09%	Added +13	+13 0.8%
96	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	668	$334.3k0.09%	0.09%	Reduced -800	-800 -54.5%
97	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,151	$323.5k0.08%	0.08%	Unchanged
98	FORTINET INC COM FTNT	FTNT	2,035	$312.6k0.08%	0.08%	New
99	ASTRAZENECA PLC ORD AZN	AZN	1,623	$307.8k0.08%	0.08%	New
100	ORACLE CORP COM ORCL	ORCL	2,073	$303.8k0.08%	0.08%	Added +148	+148 7.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PALANTIR TECHNOLOGIES INC PLTR	PLTR	37,000	$5.4m37.0k shares
HONEYWELL INTL INC		4,830	$2.2m4.8k shares
AMERICAN EXPRESS CO AXP	AXP	3,055	$924.1k3.1k shares
COCA COLA CO KO	KO	9,524	$724.3k9.5k shares
PHILIP MORRIS INTL INC PM	PM	1,725	$285.2k1.7k shares
ISHARES TR EFA	EFA	2,490	$241.9k2.5k shares
SHELL PLC SHEL	SHEL	2,456	$228.4k2.5k shares
TIDAL TRUST II GDXY	GDXY	14,355	$200.7k14.4k shares