§ 13F · FUND PROFILE
Legacy Wealth Asset Management, LLC.
AUM · $456M (13F)Positions · 380Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 301K | $15M | 3.4% | ±0% |
| 2 | MLPA | GLOBAL X FDS | 228K | $12M | 2.7% | ±0% |
| 3 | WWJD | NORTHERN LTS FD TR IV | 292K | $11M | 2.4% | +4% |
| 4 | TFLO | ISHARES TR | 216K | $11M | 2.4% | +8% |
| 5 | PTL | NORTHERN LTS FD TR IV | 29K | $8M | 1.8% | +2% |
| 6 | ESUM | STRATEGY SHS | 261K | $8M | 1.8% | +4% |
| 7 | MU | MICRON TECHNOLOGY INC | 7K | $8M | 1.7% | −9% |
| 8 | LRCX | LAM RESEARCH CORP | 15K | $6M | 1.4% | −17% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 11K | $6M | 1.4% | −13% |
| 10 | AVGO | BROADCOM INC | 17K | $6M | 1.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Asset Management, LLC is a Other fund managing $456 million in assets. The fund runs a broad portfolio of 380 positions.
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