Legacy Wealth Asset Management, LLC: 13F holdings
CIK 18461512026Q2
| Positions | 380 |
|---|
| Reported value | $455.6m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 380 (+6 vs prior quarter) |
|---|
| Reported value | $455.6m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBTC FIDELITY WISE ORIGIN BITCOIN | 301,367 | $15.4m | 3.4% |
| MLPA GLOBAL X FDS | 227,634 | $12.1m | 2.7% |
| WWJD NORTHERN LTS FD TR IV | 292,460 | $11.2m | 2.4% |
| TFLO ISHARES TR | 215,534 | $10.9m | 2.4% |
| PTL NORTHERN LTS FD TR IV | 28,803 | $8.2m | 1.8% |
| STRATEGY SHS | 261,253 | $8.0m | 1.8% |
| MU MICRON TECHNOLOGY INC | 6,631 | $7.7m | 1.7% |
| LRCX LAM RESEARCH CORP | 14,934 | $6.5m | 1.4% |
| AMD ADVANCED MICRO DEVICES INC | 10,904 | $6.3m | 1.4% |
| AVGO BROADCOM INC | 16,625 | $6.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846151")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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