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Maggie Hartness

Legacy Wealth Management, Llc Ms

Assets Managed
$389.56M
Holdings
114
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
11.04%(2Q avg: 2.36%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Management, Llc Ms's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Management, Llc Ms over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 389.56M in assets, with a quarterly growth rate of 11.04% and a 2-quarter average growth rate of 2.36%. The portfolio is managed by Maggie Hartness, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.88%
18.48%
$71.971M
359,695 shares@ $200.09 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.29%
16.77%
$65.299M
87,441 shares@ $746.78 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.56%
8.16%
$31.771M
109,796 shares@ $289.37 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 69.7%
6.84%
$26.625M
302,964 shares@ $87.89 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.37%
4.32%
$16.808M
45,058 shares@ $373.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.07%
3.71%
$14.446M
40,424 shares@ $357.38 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -11.95%
2.65%
$10.306M
30,221 shares@ $341.02 avg price
WMT
Walmart Inc
Recent Activity
Decreased -8.78%
2.09%
$8.141M
71,878 shares@ $113.27 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.13%
1.76%
$6.82M
28,616 shares@ $238.34 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.65%
1.75%
$6.81M
35,894 shares@ $189.73 avg price

1-10 of 114