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Legacy Wealth Asset Management, LLC

Q3 2026 13F filing

Updated 27 days ago

357 disclosed positions worth $456.3M

Portfolio value
$456.3M
Total holdings
357
New positions
25
Closed positions
48
Increased
164
Decreased
155
Turnover
20.4%
Filed
2026-10-09

Full holdings

Every line item disclosed in Q3 2026

F

FIDELITY WISE ORIGIN BITCOIN

+0.6%
Value
$22M
Shares
303.3K
% Port
4.83%
?
2.N/A

GLOBAL X FDS

+0.2%
Value
$12.1M
Shares
228.0K
% Port
2.66%
?
3.N/A

ISHARES TR

+5.9%
Value
$11.6M
Shares
228.2K
% Port
2.53%
I

NORTHERN LTS FD TR IV

+1.5%
Value
$11.5M
Shares
296.8K
% Port
2.52%
S

STRATEGY SHS

+1.7%
Value
$8M
Shares
265.7K
% Port
1.76%
N

NORTHERN LTS FD TR IV

+2.5%
Value
$8M
Shares
29.5K
% Port
1.76%
?
7.N/A

ABRDN ETFS

Value
$6.6M
Shares
256.7K
% Port
1.46%
N

NVIDIA CORPORATION

-2.7%
Value
$6.5M
Shares
28.3K
% Port
1.42%
M
9.MU

MICRON TECHNOLOGY INC

-9.1%
Value
$6.4M
Shares
6.0K
% Port
1.41%
A
10.AAPL

APPLE INC

-0.5%
Value
$6.3M
Shares
18.9K
% Port
1.38%
I
11.INSP

NORTHERN LTS FD TR IV

+38.6%
Value
$5.9M
Shares
256.1K
% Port
1.29%
A
12.AMD

ADVANCED MICRO DEVICES INC

-12.0%
Value
$5.9M
Shares
9.6K
% Port
1.29%
A
13.AVGO

BROADCOM INC

-1.5%
Value
$5.7M
Shares
16.4K
% Port
1.26%
A
14.ASX

ASE TECHNOLOGY HLDG CO LTD

-21.2%
Value
$4.7M
Shares
106.4K
% Port
1.04%
P
15.PANW

PALO ALTO NETWORKS INC

-7.1%
Value
$4.2M
Shares
10.5K
% Port
0.92%
T

TAIWAN SEMICONDUCTOR MANUFAC

-4.2%
Value
$4.1M
Shares
8.9K
% Port
0.89%
L
17.LIN

LINDE PLC

+3.7%
Value
$3.8M
Shares
8.1K
% Port
0.84%
A

ASML HLDG NV

-4.8%
Value
$3.6M
Shares
2.0K
% Port
0.79%
G

GENMAB A/S

-2.2%
Value
$3.6M
Shares
99.9K
% Port
0.78%
G
20.GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.4%
Value
$3.5M
Shares
54.4K
% Port
0.77%
M

MITSUBISHI UFJ FINANCIAL GRO

-1.4%
Value
$3.1M
Shares
136.0K
% Port
0.69%
A
22.ADI

ANALOG DEVICES INC

-1.1%
Value
$3.1M
Shares
7.9K
% Port
0.69%
T

TAKEDA PHARMACEUTICAL CO LTD

+4.1%
Value
$3M
Shares
166.7K
% Port
0.66%
S

SAP SE

+0.1%
Value
$3M
Shares
14.5K
% Port
0.66%
C
25.CCEP

COCA-COLA EUROPACIFIC PARTNE

+0.7%
Value
$2.8M
Shares
27.4K
% Port
0.61%
C
26.CNI

CANADIAN NATL RY CO

-7.5%
Value
$2.8M
Shares
23.3K
% Port
0.61%
B

BHP BILLITON LIMITED

+119.7%
Value
$2.8M
Shares
32.7K
% Port
0.61%
C
28.CRWD

CROWDSTRIKE HLDGS INC

+284.4%
Value
$2.8M
Shares
10.5K
% Port
0.61%
M
29.MMM

3M CO

-0.8%
Value
$2.6M
Shares
15.7K
% Port
0.56%
W
30.WCN

WASTE CONNECTIONS INC

+3.5%
Value
$2.5M
Shares
16.5K
% Port
0.56%
H
31.HDB

HDFC BANK LTD

+1.5%
Value
$2.5M
Shares
113.0K
% Port
0.55%
U
32.UBS

UBS GROUP AG

+0.2%
Value
$2.5M
Shares
52.1K
% Port
0.55%
H
33.HPQ

HP INC

-0.8%
Value
$2.5M
Shares
80.1K
% Port
0.55%
E

TELEFONAKTIEBOLAGET LM ERICS

+54.2%
Value
$2.5M
Shares
273.6K
% Port
0.55%
S
35.STX

SEAGATE TECHNOLOGY HLDNGS PL

+50.9%
Value
$2.5M
Shares
2.7K
% Port
0.54%
T
36.TTE

TOTALENERGIES SE

-4.5%
Value
$2.5M
Shares
28.8K
% Port
0.54%
B
37.BTCW

WISDOMTREE TR

+13.6%
Value
$2.4M
Shares
48.0K
% Port
0.53%
C
38.CHKP

CHECK POINT SOFTWARE TECH LT

+11.3%
Value
$2.4M
Shares
18.8K
% Port
0.53%
E
39.ENSG

ENSIGN GROUP INC

+6.8%
Value
$2.4M
Shares
14.0K
% Port
0.53%
S
40.SNDK

SANDISK CORP

+73.7%
Value
$2.3M
Shares
1.3K
% Port
0.51%
V
41.VGES

VANGUARD SCOTTSDALE FDS

+35.4%
Value
$2.3M
Shares
40.4K
% Port
0.51%
V
42.VGES

VANGUARD SCOTTSDALE FDS

+171.4%
Value
$2.2M
Shares
49.6K
% Port
0.48%
R
43.RBA

RB GLOBAL INC

+1.8%
Value
$2.2M
Shares
26.8K
% Port
0.48%
K
44.KO

COCA COLA CO

+96.8%
Value
$2.1M
Shares
24.8K
% Port
0.47%
R

KONINKLIJKE PHILIPS N V

+6.3%
Value
$2.1M
Shares
86.8K
% Port
0.46%
W
46.WDC

WESTERN DIGITAL CORP

+101.0%
Value
$2.1M
Shares
4.6K
% Port
0.46%
M
47.MDT

MEDTRONIC PLC

+2.2%
Value
$2.1M
Shares
24.3K
% Port
0.46%
E
48.EQIX

EQUINIX INC

+1.0%
Value
$2.1M
Shares
2.1K
% Port
0.46%
T
49.TXN

TEXAS INSTRS INC

-31.3%
Value
$2.1M
Shares
7.4K
% Port
0.45%
A
50.ACN

ACCENTURE PLC IRELAND

+253.6%
Value
$2.1M
Shares
11.3K
% Port
0.45%