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Legacy Wealth Asset Management, LLC

Q2 2026 13F filing

Updated 63 days ago

380 disclosed positions worth $455.6M

Portfolio value
$455.6M
Total holdings
380
New positions
32
Closed positions
26
Increased
121
Decreased
212
Turnover
15.3%
Filed
2026-07-09

Full holdings

Every line item disclosed in Q2 2026

F

FIDELITY WISE ORIGIN BITCOIN

-0.3%
Value
$15.4M
Shares
301.4K
% Port
3.38%
?
2.N/A

GLOBAL X FDS

-0.1%
Value
$12.1M
Shares
227.6K
% Port
2.65%
I

NORTHERN LTS FD TR IV

+3.9%
Value
$11.2M
Shares
292.5K
% Port
2.45%
?
4.N/A

ISHARES TR

+8.0%
Value
$10.9M
Shares
215.5K
% Port
2.40%
?
5.N/A

NORTHERN LTS FD TR IV

+1.8%
Value
$8.2M
Shares
28.8K
% Port
1.81%
S

STRATEGY SHS

+4.4%
Value
$8M
Shares
261.3K
% Port
1.76%
M
7.MU

MICRON TECHNOLOGY INC

-9.4%
Value
$7.7M
Shares
6.6K
% Port
1.68%
L

LAM RESEARCH CORP

-17.1%
Value
$6.5M
Shares
14.9K
% Port
1.42%
A
9.AMD

ADVANCED MICRO DEVICES INC

-13.2%
Value
$6.3M
Shares
10.9K
% Port
1.39%
A
10.AVGO

BROADCOM INC

-1.6%
Value
$6.3M
Shares
16.6K
% Port
1.38%
?
11.N/A

ASE TECHNOLOGY HLDG CO LTD

-15.9%
Value
$6.1M
Shares
135.0K
% Port
1.34%
N
12.NVDA

NVIDIA CORPORATION

-0.6%
Value
$5.8M
Shares
29.1K
% Port
1.28%
A
13.AAPL

APPLE INC

-8.1%
Value
$5.5M
Shares
19.0K
% Port
1.21%
?
14.N/A

UBS AG LONDON BRANCH

-3.5%
Value
$5.4M
Shares
166.7K
% Port
1.19%
T

TAIWAN SEMICONDUCTOR MANUFAC

-4.5%
Value
$4.4M
Shares
9.3K
% Port
0.97%
I
16.INSP

NORTHERN LTS FD TR IV

+8.3%
Value
$4.4M
Shares
184.8K
% Port
0.96%
A

ASML HLDG NV

-8.6%
Value
$4.1M
Shares
2.1K
% Port
0.91%
L
18.LIN

LINDE PLC

+0.1%
Value
$4M
Shares
7.8K
% Port
0.89%
P
19.PANW

PALO ALTO NETWORKS INC

-2.1%
Value
$3.9M
Shares
11.3K
% Port
0.85%
T
20.TXN

TEXAS INSTRS INC

-4.7%
Value
$3.2M
Shares
10.8K
% Port
0.71%
A
21.ADI

ANALOG DEVICES INC

-4.0%
Value
$3.2M
Shares
8.0K
% Port
0.69%
R
22.RBA

RB GLOBAL INC

+127.3%
Value
$3.1M
Shares
26.3K
% Port
0.67%
C
23.CNI

CANADIAN NATL RY CO

-0.4%
Value
$3M
Shares
25.2K
% Port
0.66%
H
24.HDB

HDFC BANK LTD

+39.9%
Value
$2.9M
Shares
111.3K
% Port
0.63%
G

GENMAB A/S

+164.1%
Value
$2.8M
Shares
102.2K
% Port
0.62%
M

MITSUBISHI UFJ FINANCIAL GRO

-0.6%
Value
$2.7M
Shares
138.0K
% Port
0.60%
C
27.CCEP

COCA-COLA EUROPACIFIC PARTNE

+5.6%
Value
$2.7M
Shares
27.2K
% Port
0.60%
?
28.N/A

WASTE CONNECTIONS INC

+68.1%
Value
$2.7M
Shares
16.0K
% Port
0.58%
M
29.MICC

MAGNUM ICE CREAM CO NV

Value
$2.6M
Shares
151.5K
% Port
0.58%
C
30.CAT

CATERPILLAR INC

-5.4%
Value
$2.6M
Shares
2.5K
% Port
0.57%
S

STMICROELECTRONICS N V

+0.5%
Value
$2.6M
Shares
34.6K
% Port
0.57%
U
32.UBS

UBS GROUP AG

-1.2%
Value
$2.6M
Shares
51.9K
% Port
0.56%
T

TAKEDA PHARMACEUTICAL CO LTD

-3.4%
Value
$2.6M
Shares
160.2K
% Port
0.56%
M
34.MMM

3M CO

+32.0%
Value
$2.6M
Shares
15.8K
% Port
0.56%
G
35.GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.6%
Value
$2.5M
Shares
55.1K
% Port
0.55%
L
36.LLY

ELI LILLY & CO

-0.9%
Value
$2.5M
Shares
2.1K
% Port
0.55%
C
37.CW

CURTISS WRIGHT CORP

-11.7%
Value
$2.5M
Shares
3.3K
% Port
0.55%
A
38.AON

AON PLC

+0.7%
Value
$2.5M
Shares
7.5K
% Port
0.55%
T
39.TTE

TOTALENERGIES SE

+46.0%
Value
$2.3M
Shares
30.2K
% Port
0.51%
C
40.CL

COLGATE PALMOLIVE CO

+0.7%
Value
$2.3M
Shares
24.6K
% Port
0.49%
S

SAP SE

+0.6%
Value
$2.2M
Shares
14.4K
% Port
0.49%
R

KONINKLIJKE PHILIPS N V

+13.8%
Value
$2.2M
Shares
81.7K
% Port
0.49%
C
43.CHKP

CHECK POINT SOFTWARE TECH LT

+250.9%
Value
$2.2M
Shares
16.9K
% Port
0.49%
V
44.V

VISA INC

+0.6%
Value
$2.2M
Shares
6.4K
% Port
0.48%
?
45.N/A

WISDOMTREE TR

+0.0%
Value
$2.1M
Shares
42.3K
% Port
0.47%
E
46.EQIX

EQUINIX INC

-1.4%
Value
$2.1M
Shares
2.0K
% Port
0.47%
E
47.ENSG

ENSIGN GROUP INC

+17.3%
Value
$2.1M
Shares
13.1K
% Port
0.46%
A
48.ALC

ALCON AG

-5.8%
Value
$2.1M
Shares
31.1K
% Port
0.46%
?
49.N/A

CROWDSTRIKE HLDGS INC

-1.6%
Value
$2.1M
Shares
2.7K
% Port
0.46%
O
50.ORLY

OREILLY AUTOMOTIVE INC

+0.3%
Value
$2.1M
Shares
22.4K
% Port
0.45%