# EDGAR Filing Document

**Accession Number:** 0002047443
**File Stem:** 0001214659-25-015245
**Filing Date:** 2025-10
**Character Count:** 12716
**Document Hash:** 82b923458b587d48b4546cff4def60a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-015245.hdr.sgml**: 20251023

**ACCESSION NUMBER**: 0001214659-25-015245

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251023

**DATE AS OF CHANGE**: 20251023

**EFFECTIVENESS DATE**: 20251023

**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:** 251412958

**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:** 09-30-2025

**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  10-21-2025<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:** 94

**Form 13F Information Table Value Total:** $332240756

      (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 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 57766200 | 86713 | SH |  | SOLE |  | 0 | 0 | 86713 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 602218 | 4692 | SH |  | SOLE |  | 0 | 0 | 4692 |
| AMAZON COM INC | COM | 023135106 |  | 6324933 | 28806 | SH |  | SOLE |  | 0 | 0 | 28806 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 477100 | 949 | SH |  | SOLE |  | 0 | 0 | 949 |
| AMGEN INC | COM | 031162100 |  | 546339 | 1936 | SH |  | SOLE |  | 0 | 0 | 1936 |
| ABBOTT LABS | COM | 002824100 |  | 2641535 | 19722 | SH |  | SOLE |  | 0 | 0 | 19722 |
| ORACLE CORP | COM | 68389X105 |  | 511576 | 1819 | SH |  | SOLE |  | 0 | 0 | 1819 |
| HONEYWELL INTL INC | COM | 438516106 |  | 3393597 | 16122 | SH |  | SOLE |  | 0 | 0 | 16122 |
| LOWES COS INC | COM | 548661107 |  | 1653620 | 6580 | SH |  | SOLE |  | 0 | 0 | 6580 |
| CHEVRON CORP NEW | COM | 166764100 |  | 628334 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| MICROSOFT CORP | COM | 594918104 |  | 24036072 | 46406 | SH |  | SOLE |  | 0 | 0 | 46406 |
| AT INC | COM | 00206R102 |  | 1505091 | 53296 | SH |  | SOLE |  | 0 | 0 | 53296 |
| CISCO SYS INC | COM | 17275R102 |  | 234681 | 3430 | SH |  | SOLE |  | 0 | 0 | 3430 |
| COCA COLA CO | COM | 191216100 |  | 625928 | 9438 | SH |  | SOLE |  | 0 | 0 | 9438 |
| STRYKER CORPORATION | COM | 863667101 |  | 2778070 | 7515 | SH |  | SOLE |  | 0 | 0 | 7515 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 315987 | 3273 | SH |  | SOLE |  | 0 | 0 | 3273 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 320100 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| AMETEK INC | COM | 031100100 |  | 379760 | 2020 | SH |  | SOLE |  | 0 | 0 | 2020 |
| BANK AMERICA CORP | COM | 060505104 |  | 3375173 | 65423 | SH |  | SOLE |  | 0 | 0 | 65423 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1367658 | 12130 | SH |  | SOLE |  | 0 | 0 | 12130 |
| WALMART INC | COM | 931142103 |  | 7139668 | 69277 | SH |  | SOLE |  | 0 | 0 | 69277 |
| UNION PAC CORP | COM | 907818108 |  | 1342818 | 5681 | SH |  | SOLE |  | 0 | 0 | 5681 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 249033 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3013982 | 3256 | SH |  | SOLE |  | 0 | 0 | 3256 |
| ELI LILLY  CO | COM | 532457108 |  | 249501 | 327 | SH |  | SOLE |  | 0 | 0 | 327 |
| DANAHER CORPORATION | COM | 235851102 |  | 3318278 | 16737 | SH |  | SOLE |  | 0 | 0 | 16737 |
| IDEX CORP | COM | 45167R104 |  | 2173334 | 13353 | SH |  | SOLE |  | 0 | 0 | 13353 |
| HOME DEPOT INC | COM | 437076102 |  | 287318 | 709 | SH |  | SOLE |  | 0 | 0 | 709 |
| MCDONALDS CORP | COM | 580135101 |  | 1500120 | 4936 | SH |  | SOLE |  | 0 | 0 | 4936 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3417684 | 10835 | SH |  | SOLE |  | 0 | 0 | 10835 |
| TJX COS INC NEW | COM | 872540109 |  | 4742068 | 32808 | SH |  | SOLE |  | 0 | 0 | 32808 |
| FISERV INC | COM | 337738108 |  | 386790 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 4447464 | 12880 | SH |  | SOLE |  | 0 | 0 | 12880 |
| RTX CORPORATION | COM | 75513E101 |  | 5260867 | 31440 | SH |  | SOLE |  | 0 | 0 | 31440 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1629036 | 4964 | SH |  | SOLE |  | 0 | 0 | 4964 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 352360 | 4668 | SH |  | SOLE |  | 0 | 0 | 4668 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 2823795 | 29853 | SH |  | SOLE |  | 0 | 0 | 29853 |
| APPLE INC | COM | 037833100 |  | 25520084 | 100224 | SH |  | SOLE |  | 0 | 0 | 100224 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1084336 | 5716 | SH |  | SOLE |  | 0 | 0 | 5716 |
| CHUBB LIMITED | COM | H1467J104 |  | 3569051 | 12645 | SH |  | SOLE |  | 0 | 0 | 12645 |
| ISHARES TR | S 100 ETF | 464287101 |  | 715761 | 2150 | SH |  | SOLE |  | 0 | 0 | 2150 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 996480 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| GABELLI EQUITY TR INC | COM | 362397101 |  | 190124 | 31219 | SH |  | SOLE |  | 0 | 0 | 31219 |
| S GLOBAL INC | COM | 78409V104 |  | 243355 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| CALAMOS CONV OPPORTUNITIES | SH BEN INT | 128117108 |  | 588735 | 54563 | SH |  | SOLE |  | 0 | 0 | 54563 |
| AVERY DENNISON CORP | COM | 053611109 |  | 389208 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| EASTGROUP PPTYS INC | COM | 277276101 |  | 274722 | 1623 | SH |  | SOLE |  | 0 | 0 | 1623 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 4214199 | 43165 | SH |  | SOLE |  | 0 | 0 | 43165 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 59787024 | 320436 | SH |  | SOLE |  | 0 | 0 | 320436 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 3480503 | 11396 | SH |  | SOLE |  | 0 | 0 | 11396 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 3247004 | 10483 | SH |  | SOLE |  | 0 | 0 | 10483 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9068528 | 37304 | SH |  | SOLE |  | 0 | 0 | 37304 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 745532 | 1667 | SH |  | SOLE |  | 0 | 0 | 1667 |
| BLACKROCK INC | COM | 09290D101 |  | 703568 | 603 | SH |  | SOLE |  | 0 | 0 | 603 |
| TRUSTMARK CORP | COM | 898402102 |  | 423720 | 10700 | SH |  | SOLE |  | 0 | 0 | 10700 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 3464498 | 7143 | SH |  | SOLE |  | 0 | 0 | 7143 |
| CALAMOS CONV  HIGH INCOME F | COM SHS | 12811P108 |  | 569238 | 50734 | SH |  | SOLE |  | 0 | 0 | 50734 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 599800 | 803 | SH |  | SOLE |  | 0 | 0 | 803 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 819142 | 4335 | SH |  | SOLE |  | 0 | 0 | 4335 |
| BLACKSTONE INC | COM | 09260D107 |  | 669972 | 3921 | SH |  | SOLE |  | 0 | 0 | 3921 |
| VISA INC | COM CL A | 92826C839 |  | 6177954 | 18097 | SH |  | SOLE |  | 0 | 0 | 18097 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 10793956 | 137783 | SH |  | SOLE |  | 0 | 0 | 137783 |
| BROADCOM INC | COM | 11135F101 |  | 2625909 | 7959 | SH |  | SOLE |  | 0 | 0 | 7959 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 246794 | 8148 | SH |  | SOLE |  | 0 | 0 | 8148 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 279197 | 1226 | SH |  | SOLE |  | 0 | 0 | 1226 |
| KKR  CO INC | COM | 48251W104 |  | 655988 | 5048 | SH |  | SOLE |  | 0 | 0 | 5048 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 949189 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| MATADOR RES CO | COM | 576485205 |  | 824690 | 18355 | SH |  | SOLE |  | 0 | 0 | 18355 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3070443 | 4181 | SH |  | SOLE |  | 0 | 0 | 4181 |
| GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 |  | 227865 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 8296701 | 40746 | SH |  | SOLE |  | 0 | 0 | 40746 |
| ABBVIE INC | COM | 00287Y109 |  | 204605 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| ZOETIS INC | CL A | 98978V103 |  | 2110520 | 14424 | SH |  | SOLE |  | 0 | 0 | 14424 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 3626904 | 19095 | SH |  | SOLE |  | 0 | 0 | 19095 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 611517 | 13202 | SH |  | SOLE |  | 0 | 0 | 13202 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1907661 | 7833 | SH |  | SOLE |  | 0 | 0 | 7833 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 211564 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| HUBBELL INC | COM | 443510607 |  | 1760623 | 4092 | SH |  | SOLE |  | 0 | 0 | 4092 |
| FORTIVE CORP | COM | 34959J108 |  | 723386 | 14766 | SH |  | SOLE |  | 0 | 0 | 14766 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 203131 | 10385 | SH |  | SOLE |  | 0 | 0 | 10385 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 344956 | 17502 | SH |  | SOLE |  | 0 | 0 | 17502 |
| EQUITABLE HLDGS INC | COM | 29452E101 |  | 1692751 | 33335 | SH |  | SOLE |  | 0 | 0 | 33335 |
| LINDE PLC | SHS | G54950103 |  | 673550 | 1418 | SH |  | SOLE |  | 0 | 0 | 1418 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 740698 | 36009 | SH |  | SOLE |  | 0 | 0 | 36009 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 250584 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 1389331 | 73861 | SH |  | SOLE |  | 0 | 0 | 73861 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 357846 | 6267 | SH |  | SOLE |  | 0 | 0 | 6267 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 6231467 | 34160 | SH |  | SOLE |  | 0 | 0 | 34160 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 256293 | 15165 | SH |  | SOLE |  | 0 | 0 | 15165 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 402065 | 6990 | SH |  | SOLE |  | 0 | 0 | 6990 |
| THRIVENT ETF TRUST | SMALL MID CAP EQ | 88588G109 |  | 519828 | 12529 | SH |  | SOLE |  | 0 | 0 | 12529 |
| TIDAL TRUST II | YIELDMAX UNIVERS | 88636J659 |  | 294156 | 22963 | SH |  | SOLE |  | 0 | 0 | 22963 |
| TIDAL TRUST II | YIELDMAX GOLD MI | 88634T881 |  | 183434 | 10387 | SH |  | SOLE |  | 0 | 0 | 10387 |
| RALLIANT CORP | COM | 750940108 |  | 212528 | 4860 | SH |  | SOLE |  | 0 | 0 | 4860 |

---