13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001846151
Total reported value
$455.6M
$455.6M
365 檔
12.9%
In Q4 2025, Legacy Wealth Asset Management, LLC's U.S. equity holdings reached a combined market value of $455.6M, distributed across 365 disclosed stock positions.
In Q4 2025, Legacy Wealth Asset Management, LLC displayed an active expansion posture, initiating 16 new positions and adding to 11 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 5.59% | -0.96% | -3.22% | |
| 2 | MLPA | Global X Mlp ETF | ETF-Other | 2.56% | -0.34% | +0.35% | |
| 3 | WWJD | Inspire International ETF | ETF-Other | 2.38% | -0.11% | +3.21% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.33% | -0.06% | +6.45% | |
| 5 | PTL | Inspire 500 ETF | ETF-Other | 1.62% | +0.09% | +1.22% | |
| 6 | ESUM | Eventide US Market ETF | ETF-Other | 1.55% | +0.17% | +2.38% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.11% | -0.62% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.07% | +0.31% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.04% | +2.09% | |
| 10 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.19% | -0.20% | +2.55% | |
| 11 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.95% | -0.03% | +5.27% | |
| 12 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.95% | -0.16% | -11.79% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.48% | -7.54% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.17% | -3.22% | |
| 15 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.02% | -2.95% | |
| 16 | LIN | Linde plc | Stock-Materials | 0.74% | -0.05% | -8.46% | |
| 17 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 0.70% | — | -0.61% | |
| 18 | ASX | Ase Technology Holding -adr | Stock-Tech | 0.68% | +0.49% | -31.16% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 0.68% | +0.18% | -13.12% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +0.77% | -2.01% | |
| 21 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 0.64% | -0.19% | +0.18% | |
| 22 | GIL | Gildan Activewear Inc | Stock-Consumer Disc | 0.64% | -0.26% | -1.89% | |
| 23 | UBS | UBS Group AG | Stock-Financials | 0.62% | +0.06% | -5.80% | |
| 24 | ALC | Alcon Inc. | Stock-Healthcare | 0.60% | -0.15% | +46.55% | |
| 25 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.58% | -0.14% | -3.20% | |
| 26 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.57% | +0.03% | -0.87% | |
| 27 | TLK | Telkom Indonesia Persero-adr | Stock-Other | 0.56% | -0.23% | -7.13% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.08% | -0.98% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.56% | +0.05% | +2.53% | |
| 30 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.56% | -0.11% | +8.86% | |
| 31 | AON | Aon plc | Stock-Financials | 0.56% | -0.04% | -8.27% | |
| 32 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.55% | +0.15% | +0.43% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +1.08% | -7.56% | |
| 34 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.54% | -0.11% | -3.36% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.01% | +4.27% | |
| 36 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.53% | — | +11.61% | |
| 37 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.53% | -0.01% | -0.51% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.40% | +1.81% | |
| 39 | CW | Curtiss-wright CORP | Stock-Industrials | 0.50% | -0.07% | -10.84% | |
| 40 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.49% | -0.05% | +4.22% | |
| 41 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.49% | -0.09% | +0.84% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.49% | -0.12% | +2.77% | |
| 43 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.48% | -0.15% | -5.82% | |
| 44 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.48% | +0.03% | -13.81% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.48% | -0.04% | -2.26% | |
| 46 | BZ | Kanzhun LTD - Adr | Stock-Other | 0.48% | -0.04% | -21.99% | |
| 47 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.47% | -0.16% | EXIT | |
| 48 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.47% | +0.01% | -4.10% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | — | +6.31% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.46% | -0.05% | +13.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALC | Alcon Inc. | +0.2% | +46.55% | Add |
| 2 | MU | Micron Technology Inc | +0.2% | -7.56% | Trim |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +205.19% | Add |
| 4 | WWJD | Inspire International ETF | +0.2% | +3.21% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -0.98% | Trim |
| 6 | AMD | Advanced Micro Devices | +0.2% | -2.01% | Trim |
| 7 | TFLO | Ishares Treasury Floating Ra | +0.2% | +6.45% | Add |
| 8 | SIVR | Abrdn Physical Silver Shares | +0.2% | -5.82% | Trim |
| 9 | LRCX | Lam Research CORP | +0.1% | -7.54% | Trim |
| 10 | ROST | Ross Stores Inc | +0.1% | +41.28% | Add |
| 11 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +153.10% | Add |
| 12 | PLD | Prologis Inc | +0.1% | +44.31% | Add |
| 13 | SQM | Quimica Y Minera Chil-sp Adr | +0.1% | -8.85% | Trim |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | +1.56% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +0.31% | Add |
| 16 | BCPC | Balchem CORP | +0.1% | +76.26% | Add |
| 17 | KNSL | Kinsale Capital Group Inc | -0.1% | -45.28% | Trim |
| 18 | AAON | Aaon Inc | -0.1% | -34.03% | Trim |
| 19 | ADP | Automatic Data Processing | -0.1% | -10.52% | Trim |
| 20 | ZLAB | Zai Lab Ltd-adr | -0.1% | -28.17% | Trim |
| 21 | BWXT | Bwx Technologies Inc | -0.1% | -32.15% | Trim |
| 22 | RACE | Ferrari N.V. | -0.1% | +2.47% | Add |
| 23 | LIN | Linde plc | -0.2% | -8.46% | Trim |
| 24 | SYK | Stryker CORP | -0.2% | -73.37% | Trim |
| 25 | GMAB | Genmab A/s -sp Adr | -0.2% | -52.72% | Trim |
| 26 | TSLA | Tesla Inc | -0.2% | -60.72% | Trim |
| 27 | BZ | Kanzhun LTD - Adr | -0.2% | -21.99% | Trim |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | -0.4% | -11.79% | Trim |
| 29 | KLAC | Kla CORP | -0.5% | -88.83% | Trim |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | -1.9% | -3.22% | Trim |
| 31 | TRI4EUR | Thomson Reuters CORP | — | EXIT | Sold out |
| 32 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 33 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 34 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 35 | AHR | American Healthcare Reit Inc | — | NEW | New buy |
| 36 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 37 | SMFG | Sumitomo Mitsui-spons Adr | — | NEW | New buy |
| 38 | NGG | National Grid Plc-sp Adr | — | NEW | New buy |
| 39 | KB | Kb Financial Group Inc-adr | — | NEW | New buy |
| 40 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 41 | NTES | Netease Inc-adr | — | NEW | New buy |
| 42 | FCNCA | First Citizens Bcshs -cl A | — | NEW | New buy |
| 43 | GE | General Electric | — | NEW | New buy |
| 44 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 45 | APG | Api Group CORP | — | NEW | New buy |
| 46 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | Sold out |
| 47 | LRN | Stride Inc | — | EXIT | Sold out |
| 48 | MDB | Mongodb Inc | — | NEW | New buy |
| 49 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 50 | AEIS | Advanced Energy Industries | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Wealth Asset Management, LLC reported a total U.S. public equity portfolio value of $455.6M across 365 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBTC, MLPA, WWJD) accounted for 12.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWB
市值: $1.3M
Top Position Liquidated / Trimmed
TRI4EUR
前期市值: $1.6M
During Q4 2025, Legacy Wealth Asset Management, LLC's top holdings by market value included FBTC (5.6%)、MLPA (2.6%)、WWJD (2.4%). The largest single position, FBTC, represented 5.6% of total portfolio value.
In Q4 2025, Legacy Wealth Asset Management, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 11 positions, trimming 19 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.