Legacy Wealth Management, LLC / MS
Annual return '25
+32.6%
SPY '25
+17.7%
Alpha
+14.9ptsvs SPY
Invested
$350.9M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +13.9% (320.4k → 364.8k shares)
18.2%
02
$SPY
SPDR S&P 500 ETF TR
Q4 2025: Increased +6.1% (86.7k → 92.0k shares)
16.3%
03
$AAPL
APPLE INC
Q4 2025: Increased +9.4% (100.2k → 109.7k shares)
7.9%
04
$MSFT
MICROSOFT CORP
Q4 2025: Increased +12.4% (46.4k → 52.2k shares)
4.8%
05
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +26.2% (137.8k → 173.9k shares)
3.9%
06
$GOOGL
ALPHABET INC
Q4 2025: Increased +13.6% (37.3k → 42.4k shares)
3.6%
07
$WMT
WALMART INC
Q4 2025: Increased +14.3% (69.3k → 79.2k shares)
2.8%
08
$RTX
RTX CORPORATION
Q4 2025: Increased +16.5% (31.4k → 36.6k shares)
2.0%
09
$AMZN
AMAZON COM INC
Q4 2025: Increased +9.2% (28.8k → 31.5k shares)
1.8%
10
$V
VISA INC
Q4 2025: Increased +14.1% (18.1k → 20.7k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.