Legacy Wealth Asset Management, LLC 13F Holdings

CIK 0001846151 · WOODBURY, MN

As of Sep 30, 2025, Legacy Wealth Asset Management, LLC reported 359 positions worth $344.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FIDELITY WISE ORIGIN BITCOIN FUNDFBTC—308,246$30.8M8.93%
GLOBAL X FDSMLPA—214,685 0.4M3.02%
INSPIRE INTERNATIONAL ETFWWJD—257,218$9.1M2.63%
ISHARES TREASURY FLOATING RATE BOND ETFTFLO—176,734$8.9M2.59%
INSPIRE 500 ETFPTL—26,314$6.6M1.90%
STRATEGY SHSESUM—228,344$6.2M1.80%
GRAYSCALE BITCOIN TRUST ETFGBTC—63,833$5.7M1.66%
BROADCOM INCAVGOTechnology17,055$5.6M1.63%
NVIDIA CORPNVDATechnology28,490$5.3M1.54%
APPLE INCAAPLTechnology20,120$5.1M1.49%
UBS AG LONDON BRANCH——168,357$4.6M1.33%
NORTHERN LTS FD TR IVIBD—151,633$3.7M1.06%
LINDE PLCLINBasic Materials7,679$3.6M1.06%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology10,742$3.0M0.87%
CHUBB LTDCBFinancial Services10,359$2.9M0.85%
ASML HOLDING NVASMLTechnology2,981$2.9M0.84%
LAM RESEARCH CORPLRCXTechnology21,512$2.9M0.84%
KANZHUN LTDBZIndustrials121,858$2.8M0.83%
ASE TECHNOLOGY HOLDING CO LTDASXTechnology250,462$2.8M0.81%
ZTO EXPRESS (CAYMAN) INCZTOIndustrials137,761$2.6M0.77%
AON PLCAONFinancial Services6,999$2.5M0.72%
FERRARI NVRACEConsumer Cyclical5,101$2.5M0.72%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical42,423$2.5M0.71%
TAKEDA PHARMACEUTIC-SP ADRTAKHealthcare166,482$2.4M0.71%
KLA CORPKLACTechnology2,212$2.4M0.69%