# EDGAR Filing Document

**Accession Number:** 0002047443
**File Stem:** 0001214659-26-000074
**Filing Date:** 2026-1
**Character Count:** 13327
**Document Hash:** ca157c034a6a5a9d351e7d3105e15804
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-26-000074.hdr.sgml**: 20260105

**ACCESSION NUMBER**: 0001214659-26-000074

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260105

**DATE AS OF CHANGE**: 20260105

**EFFECTIVENESS DATE**: 20260105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Wealth Management, LLC / MS
- **CENTRAL INDEX KEY:** 0002047443

**ORGANIZATION NAME:**
- **EIN:** 841930135
- **STATE OF INCORPORATION:** MS

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24517
- **FILM NUMBER:** 26504867

**BUSINESS ADDRESS:**
- **STREET 1:** 300 CONCOURSE BLVD.
- **STREET 2:** SUITE 102
- **CITY:** RIDGELAND
- **STATE:** MS
- **ZIP:** 39157
- **BUSINESS PHONE:** 601-499-1970

**MAIL ADDRESS:**
- **STREET 1:** 300 CONCOURSE BLVD.
- **STREET 2:** SUITE 102
- **CITY:** RIDGELAND
- **STATE:** MS
- **ZIP:** 39157

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Wealth Management LLC / MS<br>**Address:** 300 CONCOURSE BLVD.<br>SUITE 102<br>RIDGELAND, MS 39157

**Form 13F File Number:** 028-24517

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Maggie Hartness<br>**Title:** Compliance Officer<br>**Phone:** 601-499-1970

**Signature, Place, and Date of Signing:**

Maggie Hartness  Ridgeland, MS  01-02-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 100

**Form 13F Information Table Value Total:** $374558309

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 2990637 | 23870 | SH |  | SOLE |  | 0 | 0 | 23870 |
| ABBVIE INC | COM | 00287Y109 |  | 217584 | 952 | SH |  | SOLE |  | 0 | 0 | 952 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 936434 | 6882 | SH |  | SOLE |  | 0 | 0 | 6882 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 13257628 | 42357 | SH |  | SOLE |  | 0 | 0 | 42357 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2878490 | 9173 | SH |  | SOLE |  | 0 | 0 | 9173 |
| AMAZON COM INC | COM | 023135106 |  | 7263213 | 31467 | SH |  | SOLE |  | 0 | 0 | 31467 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1115399 | 3015 | SH |  | SOLE |  | 0 | 0 | 3015 |
| AMETEK INC | COM | 031100100 |  | 564603 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| AMGEN INC | COM | 031162100 |  | 638909 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| APPLE INC | COM | 037833100 |  | 29810315 | 109653 | SH |  | SOLE |  | 0 | 0 | 109653 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 298405 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| AT INC | COM | 00206R102 |  | 1340352 | 53959 | SH |  | SOLE |  | 0 | 0 | 53959 |
| AVERY DENNISON CORP | COM | 053611109 |  | 436512 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| BANK AMERICA CORP | COM | 060505104 |  | 4224990 | 76818 | SH |  | SOLE |  | 0 | 0 | 76818 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 725324 | 1443 | SH |  | SOLE |  | 0 | 0 | 1443 |
| BLACKROCK INC | COM | 09290D101 |  | 646450 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| BLACKSTONE INC | COM | 09260D107 |  | 621635 | 4033 | SH |  | SOLE |  | 0 | 0 | 4033 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 4748430 | 49800 | SH |  | SOLE |  | 0 | 0 | 49800 |
| BROADCOM INC | COM | 11135F101 |  | 2805472 | 8106 | SH |  | SOLE |  | 0 | 0 | 8106 |
| CALAMOS CONV  HIGH INCOME F | COM SHS | 12811P108 |  | 575857 | 50916 | SH |  | SOLE |  | 0 | 0 | 50916 |
| CALAMOS CONV OPPORTUNITIES | SH BEN INT | 128117108 |  | 573810 | 54753 | SH |  | SOLE |  | 0 | 0 | 54753 |
| CHEVRON CORP NEW | COM | 166764100 |  | 758953 | 4980 | SH |  | SOLE |  | 0 | 0 | 4980 |
| CHUBB LIMITED | COM | H1467J104 |  | 4560385 | 14611 | SH |  | SOLE |  | 0 | 0 | 14611 |
| CISCO SYS INC | COM | 17275R102 |  | 377376 | 4899 | SH |  | SOLE |  | 0 | 0 | 4899 |
| COCA COLA CO | COM | 191216100 |  | 664805 | 9509 | SH |  | SOLE |  | 0 | 0 | 9509 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1065656 | 11384 | SH |  | SOLE |  | 0 | 0 | 11384 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3210743 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 239536 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| DANAHER CORPORATION | COM | 235851102 |  | 3890953 | 16997 | SH |  | SOLE |  | 0 | 0 | 16997 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 291696 | 1637 | SH |  | SOLE |  | 0 | 0 | 1637 |
| ELI LILLY  CO | COM | 532457108 |  | 358943 | 334 | SH |  | SOLE |  | 0 | 0 | 334 |
| EQUITABLE HLDGS INC | COM | 29452E101 |  | 1869786 | 39240 | SH |  | SOLE |  | 0 | 0 | 39240 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1499075 | 12457 | SH |  | SOLE |  | 0 | 0 | 12457 |
| FORTIVE CORP | COM | 34959J108 |  | 1006865 | 18237 | SH |  | SOLE |  | 0 | 0 | 18237 |
| GABELLI EQUITY TR INC | COM | 362397101 |  | 194501 | 31524 | SH |  | SOLE |  | 0 | 0 | 31524 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 3491336 | 13491 | SH |  | SOLE |  | 0 | 0 | 13491 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 227817 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| HOME DEPOT INC | COM | 437076102 |  | 388272 | 1128 | SH |  | SOLE |  | 0 | 0 | 1128 |
| HONEYWELL INTL INC | COM | 438516106 |  | 2459204 | 12605 | SH |  | SOLE |  | 0 | 0 | 12605 |
| HUBBELL INC | COM | 443510607 |  | 1983427 | 4466 | SH |  | SOLE |  | 0 | 0 | 4466 |
| IDEX CORP | COM | 45167R104 |  | 1700039 | 9554 | SH |  | SOLE |  | 0 | 0 | 9554 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1166702 | 2060 | SH |  | SOLE |  | 0 | 0 | 2060 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 229517 | 11725 | SH |  | SOLE |  | 0 | 0 | 11725 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 540170 | 27364 | SH |  | SOLE |  | 0 | 0 | 27364 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 970083 | 47091 | SH |  | SOLE |  | 0 | 0 | 47091 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 1841696 | 97781 | SH |  | SOLE |  | 0 | 0 | 97781 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 322024 | 19032 | SH |  | SOLE |  | 0 | 0 | 19032 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 |  | 370712 | 22205 | SH |  | SOLE |  | 0 | 0 | 22205 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 |  | 298199 | 14285 | SH |  | SOLE |  | 0 | 0 | 14285 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1257219 | 6563 | SH |  | SOLE |  | 0 | 0 | 6563 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 247204 | 402 | SH |  | SOLE |  | 0 | 0 | 402 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 4652462 | 20640 | SH |  | SOLE |  | 0 | 0 | 20640 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 336096 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 242848 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 315520 | 3277 | SH |  | SOLE |  | 0 | 0 | 3277 |
| ISHARES TR | S 100 ETF | 464287101 |  | 738353 | 2153 | SH |  | SOLE |  | 0 | 0 | 2153 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 358723 | 6267 | SH |  | SOLE |  | 0 | 0 | 6267 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 406259 | 6990 | SH |  | SOLE |  | 0 | 0 | 6990 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 269416 | 1302 | SH |  | SOLE |  | 0 | 0 | 1302 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4041928 | 12544 | SH |  | SOLE |  | 0 | 0 | 12544 |
| KKR  CO INC | COM | 48251W104 |  | 643519 | 5048 | SH |  | SOLE |  | 0 | 0 | 5048 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 3905760 | 13304 | SH |  | SOLE |  | 0 | 0 | 13304 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 782034 | 4335 | SH |  | SOLE |  | 0 | 0 | 4335 |
| LINDE PLC | SHS | G54950103 |  | 607606 | 1425 | SH |  | SOLE |  | 0 | 0 | 1425 |
| LOWES COS INC | COM | 548661107 |  | 1847527 | 7661 | SH |  | SOLE |  | 0 | 0 | 7661 |
| MATADOR RES CO | COM | 576485205 |  | 553205 | 13035 | SH |  | SOLE |  | 0 | 0 | 13035 |
| MCDONALDS CORP | COM | 580135101 |  | 1634145 | 5347 | SH |  | SOLE |  | 0 | 0 | 5347 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2877332 | 4359 | SH |  | SOLE |  | 0 | 0 | 4359 |
| MICROSOFT CORP | COM | 594918104 |  | 25231562 | 52172 | SH |  | SOLE |  | 0 | 0 | 52172 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 379359 | 4725 | SH |  | SOLE |  | 0 | 0 | 4725 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 68043182 | 364843 | SH |  | SOLE |  | 0 | 0 | 364843 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 266116 | 1226 | SH |  | SOLE |  | 0 | 0 | 1226 |
| ORACLE CORP | COM | 68389X105 |  | 361363 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 6146595 | 34580 | SH |  | SOLE |  | 0 | 0 | 34580 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 6919289 | 37564 | SH |  | SOLE |  | 0 | 0 | 37564 |
| RALLIANT CORP | COM | 750940108 |  | 288354 | 5664 | SH |  | SOLE |  | 0 | 0 | 5664 |
| RTX CORPORATION | COM | 75513E101 |  | 6716831 | 36624 | SH |  | SOLE |  | 0 | 0 | 36624 |
| S GLOBAL INC | COM | 78409V104 |  | 261295 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 62757920 | 92031 | SH |  | SOLE |  | 0 | 0 | 92031 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 342788 | 4155 | SH |  | SOLE |  | 0 | 0 | 4155 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 13946284 | 173850 | SH |  | SOLE |  | 0 | 0 | 173850 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 755946 | 16132 | SH |  | SOLE |  | 0 | 0 | 16132 |
| STRYKER CORPORATION | COM | 863667101 |  | 3058993 | 8703 | SH |  | SOLE |  | 0 | 0 | 8703 |
| TESLA INC | COM | 88160R101 |  | 857616 | 1907 | SH |  | SOLE |  | 0 | 0 | 1907 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 4706872 | 8123 | SH |  | SOLE |  | 0 | 0 | 8123 |
| THRIVENT ETF TRUST | SMALL MID CAP EQ | 88588G109 |  | 629098 | 15109 | SH |  | SOLE |  | 0 | 0 | 15109 |
| TIDAL TRUST II | YIELDMAX UNIVERS | 88636J659 |  | 240967 | 24145 | SH |  | SOLE |  | 0 | 0 | 24145 |
| TIDAL TRUST II | YIELDMAX GOLD MI | 88634T881 |  | 229967 | 14355 | SH |  | SOLE |  | 0 | 0 | 14355 |
| TJX COS INC NEW | COM | 872540109 |  | 5787564 | 37677 | SH |  | SOLE |  | 0 | 0 | 37677 |
| TRUSTMARK CORP | COM | 898402102 |  | 416765 | 10700 | SH |  | SOLE |  | 0 | 0 | 10700 |
| UNION PAC CORP | COM | 907818108 |  | 1585930 | 6856 | SH |  | SOLE |  | 0 | 0 | 6856 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2941280 | 8910 | SH |  | SOLE |  | 0 | 0 | 8910 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4087277 | 12191 | SH |  | SOLE |  | 0 | 0 | 12191 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1029120 | 1641 | SH |  | SOLE |  | 0 | 0 | 1641 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 605583 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 227292 | 1403 | SH |  | SOLE |  | 0 | 0 | 1403 |
| VISA INC | COM CL A | 92826C839 |  | 7243564 | 20654 | SH |  | SOLE |  | 0 | 0 | 20654 |
| WALMART INC | COM | 931142103 |  | 8825991 | 79221 | SH |  | SOLE |  | 0 | 0 | 79221 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 206207 | 7155 | SH |  | SOLE |  | 0 | 0 | 7155 |
| ZOETIS INC | CL A | 98978V103 |  | 1095263 | 8705 | SH |  | SOLE |  | 0 | 0 | 8705 |

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