Legacy Wealth Asset Management
$456M 13F equity value
406 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Wealth Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 301,367 | $15M | 3.4% |
| MLPA | GLOBAL X FDS | 227,634 | $12M | 2.7% |
| WWJD | NORTHERN LTS FD TR IV | 292,460 | $11M | 2.4% |
| TFLO | ISHARES TR | 215,534 | $11M | 2.4% |
| PTL | NORTHERN LTS FD TR IV | 28,803 | $8M | 1.8% |
| ESUM | STRATEGY SHS | 261,253 | $8M | 1.8% |
| MU | MICRON TECHNOLOGY INC | 6,631 | $8M | 1.7% |
| LRCX | LAM RESEARCH CORP | 14,934 | $6M | 1.4% |
| AMD | ADVANCED MICRO DEVICES INC | 10,904 | $6M | 1.4% |
| AVGO | BROADCOM INC | 16,625 | $6M | 1.4% |
Track Legacy Wealth Asset Management's 13F portfolio: $456M in reported holdings, 406 positions. Top holdings and quarterly changes on SentiSense.
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