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CIK: 0001846151
Total reported value
$456.3M
$456.3M
380 檔
12.7%
At the close of Q2 2026, Legacy Wealth Asset Management, LLC disclosed equity holdings valued at approximately $456.3M, spread across 380 reported holdings.
Legacy Wealth Asset Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 32 new positions while fully exiting 25 holdings and trimming 82 positions.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 3.38% | +1.45% | -0.29% | |
| 2 | MLPA | Global X Mlp ETF | ETF-Other | 2.65% | +0.01% | -0.08% | |
| 3 | WWJD | Inspire International ETF | ETF-Other | 2.45% | +0.07% | +3.90% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.40% | +0.13% | +7.95% | |
| 5 | PTL | Inspire 500 ETF | ETF-Other | 1.81% | -0.05% | +1.81% | |
| 6 | ESUM | Eventide US Market ETF | ETF-Other | 1.76% | — | +4.39% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 1.68% | -0.27% | -9.44% | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 1.42% | -1.09% | -17.10% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 1.39% | -0.10% | -13.18% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | -0.12% | -1.59% | |
| 11 | ASX | Ase Technology Holding -adr | Stock-Tech | 1.34% | -0.30% | -15.94% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.14% | -0.62% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.17% | -8.09% | |
| 14 | UCIB | Etracs UBS Bbg Cons Ma Ser B | ETF-Other | 1.19% | -1.19% | EXIT | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | -0.08% | -4.45% | |
| 16 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.96% | +0.33% | +8.34% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 0.91% | -0.12% | -8.63% | |
| 18 | LIN | Linde plc | Stock-Materials | 0.89% | -0.05% | +0.10% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.85% | +0.07% | -2.09% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | -0.26% | -4.74% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 0.69% | — | -4.02% | |
| 22 | RBA | Rb Global Inc | Stock-Industrials | 0.67% | -0.19% | +127.33% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.66% | -0.05% | -0.41% | |
| 24 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.63% | -0.08% | +39.94% | |
| 25 | GMAB | Genmab A/s -sp Adr | Stock-Other | 0.62% | +0.16% | +164.13% | |
| 26 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.60% | +0.09% | -0.64% | |
| 27 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.60% | +0.01% | +5.64% | |
| 28 | WCN | Waste Connections Inc | Stock-Industrials | 0.58% | -0.02% | +68.13% | |
| 29 | MICC | The Magnum Ice Cream Company N. | Stock-Consumer Staples | 0.58% | -0.58% | EXIT | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.15% | -5.37% | |
| 31 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.57% | -0.57% | EXIT | |
| 32 | UBS | UBS Group AG | Stock-Financials | 0.56% | -0.01% | -1.19% | |
| 33 | TAK | Takeda Pharmaceutic-sp Adr | Stock-Healthcare | 0.56% | +0.10% | -3.40% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.56% | — | +32.01% | |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.55% | +0.22% | -0.56% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -0.18% | -0.90% | |
| 37 | CW | Curtiss-wright CORP | Stock-Industrials | 0.55% | -0.28% | -11.72% | |
| 38 | AON | Aon plc | Stock-Financials | 0.55% | -0.19% | +0.72% | |
| 39 | TTE | TotalEnergies SE | Stock-Other | 0.51% | +0.03% | +46.03% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.49% | -0.20% | +0.72% | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.49% | +0.17% | +0.64% | |
| 42 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.49% | -0.03% | +13.85% | |
| 43 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.49% | +0.04% | +250.89% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.28% | +0.55% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.47% | +0.06% | +0.04% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.47% | -0.01% | -1.35% | |
| 47 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.46% | +0.07% | +17.30% | |
| 48 | ALC | Alcon Inc. | Stock-Healthcare | 0.46% | -0.19% | -5.80% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | +0.15% | -1.63% | |
| 50 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.45% | -0.10% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -9.44% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.8% | -13.18% | Trim |
| 3 | MICC | The Magnum Ice Cream Company N. | +0.6% | NEW | New buy |
| 4 | ASX | Ase Technology Holding -adr | +0.5% | -15.94% | Trim |
| 5 | LRCX | Lam Research CORP | +0.5% | -17.10% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -2.09% | Trim |
| 7 | RBA | Rb Global Inc | +0.4% | +127.33% | Add |
| 8 | GMAB | Genmab A/s -sp Adr | +0.4% | +164.13% | Add |
| 9 | CHKP | Check Point Software Technologies Ltd. | +0.3% | +250.89% | Add |
| 10 | STM | Stmicroelectronics Nv-ny Shs | +0.3% | +0.48% | Add |
| 11 | SNDK | Sandisk CORP | +0.3% | +1.58% | Add |
| 12 | SIMO | Silicon Motion Technol-adr | +0.3% | +92.30% | Add |
| 13 | NBIS | Nebius Group N.V. | +0.2% | -2.20% | Trim |
| 14 | WCN | Waste Connections Inc | +0.2% | +68.13% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.63% | Trim |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | -4.03% | Trim |
| 17 | ASML | ASML Holding N.V. | +0.2% | -8.63% | Trim |
| 18 | ESUM | Eventide US Market ETF | +0.2% | +4.39% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.45% | Trim |
| 20 | TXN | Texas Instruments Inc | +0.2% | -4.74% | Trim |
| 21 | WDC | Western Digital CORP | +0.2% | +0.96% | Add |
| 22 | ENTG | Entegris Inc | +0.2% | NEW | New buy |
| 23 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 24 | HDB | Hdfc Bank Ltd-adr | +0.2% | +39.94% | Add |
| 25 | ERIC | Ericsson (lm) Tel-sp Adr | +0.2% | +74.03% | Add |
| 26 | MMM | 3m Co | +0.1% | +32.01% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | -5.37% | Trim |
| 28 | MOG-A | Moog Inc-class A | +0.1% | NEW | New buy |
| 29 | AVGO | Broadcom Inc | +0.1% | -1.59% | Trim |
| 30 | PSMT | Pricesmart Inc | +0.1% | NEW | New buy |
| 31 | GLOB | Globant S.A. | +0.1% | NEW | New buy |
| 32 | PTL | Inspire 500 ETF | +0.1% | +1.81% | Add |
| 33 | NPO | Enpro Inc | +0.1% | -3.31% | Trim |
| 34 | CHE | Chemed CORP | +0.1% | +25.76% | Add |
| 35 | IRM | Iron Mountain Inc | +0.1% | NEW | New buy |
| 36 | LLY | Eli Lilly & Co | +0.1% | -0.90% | Trim |
| 37 | APH | Amphenol Corp-cl A | +0.1% | -1.15% | Trim |
| 38 | CSCO | Cisco Systems Inc | +0.1% | -3.95% | Trim |
| 39 | KLAC | Kla CORP | +0.1% | +921.40% | Add |
| 40 | BMI | Badger Meter Inc | +0.1% | NEW | New buy |
| 41 | ✓ | +0.1% | NEW | New buy | |
| 42 | ✓ | +0.1% | NEW | New buy | |
| 43 | SW | Smurfit Westrock Plc | +0.1% | +23.15% | Add |
| 44 | ROKU | Roku Inc | +0.1% | NEW | New buy |
| 45 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 46 | UBS | UBS Group AG | +0.1% | -1.19% | Trim |
| 47 | ANET | Arista Networks Inc | +0.1% | +0.14% | Add |
| 48 | TER | Teradyne Inc | +0.1% | -2.54% | Trim |
| 49 | WINA | Winmark CORP | +0.1% | NEW | New buy |
| 50 | DDOG | Datadog Inc - Class A | +0.1% | -2.84% | Trim |
According to official SEC Form 13F filings, Legacy Wealth Asset Management, LLC reported a total U.S. public equity portfolio value of $456.3M across 380 disclosed positions in Q2 2026.
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 12.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
MICC
市值: $2.6M
Top Position Liquidated / Trimmed
MFG
前期市值: $1.6M
During Q2 2026, Legacy Wealth Asset Management, LLC's top holdings by market value included FBTC (3.4%)、MLPA (2.6%)、WWJD (2.5%). The largest single position, FBTC, represented 3.4% of total portfolio value.
In Q2 2026, Legacy Wealth Asset Management, LLC made 198 total portfolio adjustments, initiating 32 new buys, adding to 59 positions, trimming 82 holdings, and fully liquidating 25 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.
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