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 (431 days), 100 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.2% · 6 months +3.8% · 1 year +13.1% · all +13.1%
  • Max drawdown -6.7% · Sharpe 0.52 · win rate 32% · data quality High
  • 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

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