Long-term investor
Legacy Wealth Management, LLC / Ms @legacywealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002047443).
Record
- Tracked since 2025-06-30 (470 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +5.1% · 6 months +19.1% · 1 year +14.2% · all +14.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 18.5% · long · since 2025-06-30
- 78462F103 · 16.8% · long · since 2025-06-30
- AAPL · 8.2% · long · since 2025-06-30
- 78464A854 · 6.8% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- PANW · 2.6% · long · since 2025-06-30
- WMT · 2.1% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- RTX · 1.7% · long · since 2025-06-30
- 025072703 · 1.6% · long · since 2026-03-31
- V · 1.6% · long · since 2025-06-30