§ 13F · FUND PROFILE
Legacy Wealth Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $412M (13F)Positions · 359Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 302K | $18M | 4.3% | +1% |
| 2 | MLPA | GLOBAL X FDS | 228K | $12M | 3.0% | +6% |
| 3 | WWJD | NORTHERN LTS FD TR IV | 281K | $11M | 2.6% | +6% |
| 4 | TFLO | ISHARES TR | 200K | $10M | 2.5% | +6% |
| 5 | PTL | NORTHERN LTS FD TR IV | 28K | $7M | 1.7% | +6% |
| 6 | ESUM | STRATEGY SHS | 250K | $7M | 1.6% | +7% |
| 7 | UCIB | UBS AG LONDON BRANCH | 173K | $6M | 1.4% | ±0% |
| 8 | AAPL | APPLE INC | 21K | $5M | 1.3% | +2% |
| 9 | AVGO | BROADCOM INC | 17K | $5M | 1.3% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 29K | $5M | 1.2% | +1% |
§ 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 $412 million in assets. The fund runs a broad portfolio of 359 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed