§ 13F · FUND PROFILE
Legacy Wealth Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $393.5T (13F)Positions · 349Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 298K | $22.7T | 5.6% | −3% |
| 2 | MLPA | GLOBAL X FDS | 215K | $10.4T | 2.6% | ±0% |
| 3 | WWJD | NORTHERN LTS FD TR IV | 265K | $9.7T | 2.4% | +3% |
| 4 | TFLO | ISHARES TR | 188K | $9.5T | 2.3% | +6% |
| 5 | PTL | NORTHERN LTS FD TR IV | 27K | $6.6T | 1.6% | +1% |
| 6 | ESUM | STRATEGY SHS | 234K | $6.3T | 1.5% | +2% |
| 7 | AVGO | BROADCOM INC | 17K | $5.9T | 1.4% | −1% |
| 8 | AAPL | APPLE INC | 20K | $5.5T | 1.3% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $5.4T | 1.3% | +2% |
| 10 | UCIB | UBS AG LONDON BRANCH | 173K | $4.8T | 1.2% | +3% |
§ 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 $393474.5 trillion in assets. The fund runs a broad portfolio of 349 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed