Legacy Wealth Asset Management, LLC
375 holdingsFiling period: 2026-03-31Current AUM: $453.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 302.2K | $17.8M | $16.5M | 3.65% | +3.9K | 2026-03-31 |
| 2 | MLPA | GLOBAL X FDS | 227.8K | $12.3M | $12.9M | 2.85% | +12.4K | 2026-03-31 |
| 3 | WWJD | NORTHERN LTS FD TR IV | 281.5K | $10.5M | $11.2M | 2.46% | +16.0K | 2026-03-31 |
| 4 | TFLO | ISHARES TR | 199.7K | $10.1M | $10.1M | 2.23% | +11.5K | 2026-03-31 |
| 5 | PTL | NORTHERN LTS FD TR IV | 28.3K | $7.1M | $7.9M | 1.74% | +1.7K | 2026-03-31 |
| 6 | ESUM | STRATEGY SHS | 250.3K | $6.6M | $7.5M | 1.65% | +16.5K | 2026-03-31 |
| 7 | UCIB | UBS AG LONDON BRANCH | 172.8K | $5.7M | $6.0M | 1.32% | +206 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 20.7K | $5.2M | $6.4M | 1.41% | +477 | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 16.9K | $5.2M | $6.6M | 1.45% | -55 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 29.3K | $5.1M | $5.9M | 1.30% | +189 | 2026-03-31 |
| 11 | IBD | NORTHERN LTS FD TR IV | 170.5K | $4.1M | $4.0M | 0.89% | +10.9K | 2026-03-31 |
| 12 | — | LINDE PLC | 7.8K | $3.9M | $3.9M | 0.85% | +746 | 2026-03-31 |
| 13 | LRCX | LAM RESEARCH CORP | 18.0K | $3.8M | $5.3M | 1.16% | -1,874 | 2026-03-31 |
| 14 | ASX | ASE TECHNOLOGY HLDG CO LTD | 160.6K | $3.5M | $5.6M | 1.25% | -11,810 | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.7K | $3.3M | $3.9M | 0.87% | -670 | 2026-03-31 |
| 16 | TAK | TAKEDA PHARMACEUTICAL CO LTD | 165.8K | $3.1M | $2.8M | 0.62% | -980 | 2026-03-31 |
| 17 | — | ASML HLDG NV | 2.3K | $3.0M | $3.0M | 0.66% | -308 | 2026-03-31 |
| 18 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 55.5K | $2.9M | $2.7M | 0.60% | -849 | 2026-03-31 |
| 19 | ADI | ANALOG DEVICES INC | 8.3K | $2.6M | $3.1M | 0.67% | -80 | 2026-03-31 |
| 20 | CNI | CANADIAN NATL RY CO | 25.3K | $2.6M | $3.2M | 0.71% | +9.7K | 2026-03-31 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 12.6K | $2.6M | $6.0M | 1.32% | -9 | 2026-03-31 |
| 22 | CW | CURTISS WRIGHT CORP | 3.7K | $2.5M | $2.7M | 0.60% | +19 | 2026-03-31 |
| 23 | BHP | BHP BILLITON LIMITED | 34.7K | $2.5M | $2.9M | 0.65% | +8.7K | 2026-03-31 |
| 24 | — | ALCON AG | 33.0K | $2.5M | $2.5M | 0.55% | +2.0K | 2026-03-31 |
| 25 | MU | MICRON TECHNOLOGY INC | 7.3K | $2.5M | $6.0M | 1.33% | -531 | 2026-03-31 |
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