Legacy Wealth Asset Management, LLC 13F Holdings · Q3 2026
Legacy Wealth Asset Management, LLC reported 357 securities worth $456.26M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: FBTC (4.83%), MLPA (2.66%), TFLO (2.53%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.0M | 4.83% | 303,300 | Added |
| 2 | MLPA | GLOBAL X FDS | $12.1M | 2.66% | 228,004 | Added |
| 3 | TFLO | ISHARES TR | $11.6M | 2.53% | 228,247 | Added |
| 4 | WWJD | NORTHERN LTS FD TR IV | $11.5M | 2.52% | 296,787 | Added |
| 5 | ESUM | STRATEGY SHS | $8.0M | 1.76% | 265,725 | Added |
| 6 | PTL | NORTHERN LTS FD TR IV | $8.0M | 1.76% | 29,527 | Added |
| 7 | BCI | ABRDN ETFS | $6.6M | 1.46% | 256,668 | New |
| 8 | NVDA | NVIDIA CORPORATION | $6.5M | 1.42% | 28,296 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC | $6.4M | 1.41% | 6,029 | Trimmed |
| 10 | AAPL | APPLE INC | $6.3M | 1.38% | 18,898 | Trimmed |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $5.9M | 1.29% | 9,592 | Trimmed |
| 12 | IBD | NORTHERN LTS FD TR IV | $5.9M | 1.29% | 256,141 | Added |
| 13 | AVGO | BROADCOM INC | $5.7M | 1.26% | 16,372 | Trimmed |
| 14 | ASX | ASE TECHNOLOGY HLDG CO LTD | $4.7M | 1.04% | 106,351 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $4.2M | 0.92% | 10,513 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 0.89% | 8,899 | Trimmed |
| 17 | LIN | LINDE PLC | $3.8M | 0.84% | 8,071 | Added |
| 18 | ASML | ASML HLDG NV | $3.6M | 0.79% | 1,986 | Trimmed |
| 19 | GMAB | GENMAB A/S | $3.6M | 0.78% | 99,937 | Trimmed |
| 20 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.5M | 0.77% | 54,395 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $3.1M | 0.69% | 7,879 | Trimmed |
| 22 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3.1M | 0.69% | 136,016 | Trimmed |
| 23 | SAP | SAP SE | $3.0M | 0.66% | 14,453 | Added |
| 24 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.0M | 0.66% | 166,666 | Added |
| 25 | BHP | BHP BILLITON LIMITED | $2.8M | 0.61% | 32,654 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR