Legacy Wealth Management, LLC / MS

**Legacy Wealth Management, LLC / MS** This $375M fund maintains a diversified portfolio of 100 positions, exhibiting significant allocations to mega-cap technology names. Top holdings are anchored by NVDA at $68.0M and SPY at $62.8M, representing a combined exposure exceeding 35% of reported assets. Further concentration is evident in AAPL ($29.8M) and MSFT ($25.2M), suggesting a core focus on established, high-growth technology leaders. The portfolio structure indicates a tactical tilt toward large-cap market indices and semiconductor beneficiaries.

📌 Top Holdings