Legacy Wealth Management, LLC has filed a Form 13F-HR report disclosing ownership of 125 securities as of September 30, 2026. The filing lists a total portfolio value of approximately $125.3 million.
The largest holding disclosed in the portfolio is Apple Inc. Common Stock, for which the firm reported ownership of 22,006,961 shares. Microsoft Corp. Common Stock is the second-largest position, with 19,657,736 shares held. Other notable equity positions include Nvidia Corp. Common Stock (13,689,628 shares), Alphabet Inc. Class A Common Stock (13,325,114 shares), and Amazon.Com Inc. Common Stock (6,953,029 shares).
The report also includes significant positions in exchange-traded funds (ETFs) and mutual funds. The SPDR S&P 500 Portfolio ETF is listed as the fourth-largest holding with 42,329,691 shares. The Invesco BulletShares 2030 Corporate Bond ETF is the fifth-largest holding, with 979,264 shares. The filing lists a total of 125 positions, including various equity holdings, ETFs, and mutual funds.
