Legacy Wealth Asset Management, LLC
Sector Allocation
- Technology27.3%$124.7M
- Financials19.0%$86.8M
- Other17.1%$77.9M
- Healthcare8.1%$36.8M
- Industrials6.7%$30.8M
- Consumer Discretionary5.3%$24.3M
- Energy3.8%$17.2M
- Materials3.7%$16.9M
- Real Estate3.5%$16.1M
- Consumer Staples2.6%$12.0M
AUM History
13fpro.ai/research/fund/legacy-wealth-asset-management-llc-1846151
Conviction and streaks
Concentrating · top 10 = 21.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
FBTC
$22.0M- GLOBAL$12.1M
- ISHARES$11.6M
- NORTHERN$11.5M
- STRATEGY$8.0M
- NORTHERN$8.0M
- ABRDN$6.6M
NVDA
$6.5MMU
$6.4MAAPL
$6.3M- NORTHERN$5.9M
AMD
$5.9MAVGO
$5.7MASX
$4.7MPANW
$4.2MTSM
$4.1MLIN
$3.8MASML
$3.6MGMAB
$3.6MGBTC
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-wealth-asset-management-llc-1846151
Legacy Wealth Asset Management, LLC 13F holdings — Q3 2026
$456.3M portfolio (+0.1% QoQ) · 357 holdings · Q3 2026 13F · top 10 are 22% of the stock portfolio
$22.0M
4.8% of stocks
+0.6%This quarter-1.9%Since filed11+ qtrsHeld- 2
GLOBAL X FDS - GLBL X MLP ETF
$12.1M
2.7% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - TRS FLT RT BD
$11.6M
2.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
NORTHERN LTS FD TR IV - INSPIRE INTL ETF
$11.5M
2.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
STRATEGY SHS - EVENTIDE US MRKT
$8.0M
1.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
NORTHERN LTS FD TR IV - INSPIRE 500 ETF
$8.0M
1.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ABRDN ETFS - BBRG ALL COMD K1
$6.6M
1.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $6.5M
1.4% of stocks
-3%This quarter-5.0%Since filed11+ qtrsHeld$6.4M
1.4% of stocks
-9%This quarter-9.7%Since filed11+ qtrsHeld$6.3M
1.4% of stocks
-0.5%This quarter+3.1%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $22.0M | 4.8% | +0.6% | -1.9% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | GLOBAL X FDS - GLBL X MLP ETF | $12.1M | 2.7% | +0.2% | — | — | — | — | |
| 3 | ISHARES TR - TRS FLT RT BD | $11.6M | 2.5% | +6% | — | — | — | — | |
| 4 | NORTHERN LTS FD TR IV - INSPIRE INTL ETF | $11.5M | 2.5% | +1% | — | — | — | — | |
| 5 | STRATEGY SHS - EVENTIDE US MRKT | $8.0M | 1.8% | +2% | — | — | — | — | |
| 6 | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $8.0M | 1.8% | +3% | — | — | — | — | |
| 7 | ABRDN ETFS - BBRG ALL COMD K1 | $6.6M | 1.5% | New | — | New this quarter | — | — | |
| 8 | $6.5M | 1.4% | -3% | -5.0% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $6.4M | 1.4% | -9% | -9.7% | 11+ qtrsTrimmed 5 qtrs in a row | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $6.3M | 1.4% | -0.5% | +3.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Legacy Wealth Asset Management, LLC (Q3 2026)
357 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | NORTHERN LTS FD TR IV - INSPIRE CORP BD | — | $5.9M | 1.3% | 256K | +39% | — | — | 13F |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $5.9M | 1.3% | 9,592 | -12% | 11+ qtrsTrimmed 2 qtrs in a row | 79.8 | 13F | |
| 13 | Broadcom Inc. | Technology | $5.7M | 1.3% | 16K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ASE Technology Holding Co., Ltd.adr | Technology | $4.7M | 1.0% | 106K | -21% | 11+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palo Alto Networks Inc | Technology | $4.2M | 0.9% | 11K | -7% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $4.1M | 0.9% | 8,899 | -4% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LINDE PLC | Materials | $3.8M | 0.8% | 8,071 | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ASML HOLDING NV | Technology | $3.6M | 0.8% | 1,986 | -5% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GENMAB A/Sadr | Healthcare | $3.6M | 0.8% | 100K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Grayscale Bitcoin Trust ETFetf/fund | Financials | $3.5M | 0.8% | 54K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MITSUBISHI UFJ FINANCIAL GROUP INCadr | Financials | $3.1M | 0.7% | 136K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ANALOG DEVICES INC | Technology | $3.1M | 0.7% | 7,879 | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TAKEDA PHARMACEUTICAL CO LTDadr | Healthcare | $3.0M | 0.7% | 167K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SAP SEadr | Technology | $3.0M | 0.7% | 14K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COCA-COLA EUROPACIFIC PARTNERS plc | Consumer Staples | $2.8M | 0.6% | 27K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $2.8M | 0.6% | 23K | -8% | |||
| 27 | $BHP | BHP Group Ltd | Materials | $2.8M | 0.6% | 33K | +120% | |||
| 28 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.8M | 0.6% | 10K | +284% | |||
| 29 | $MMM | 3M CO | Healthcare | $2.6M | 0.6% | 16K | -0.8% | |||
| 30 | $WCN | Waste Connections, Inc. | Utilities | $2.5M | 0.6% | 17K | +3% | |||
| 31 | $HDB | HDFC BANK LTD | Financials | $2.5M | 0.6% | 113K | +2% | |||
| 32 | $UBS | UBS Group AG | Financials | $2.5M | 0.6% | 52K | +0.2% | |||
| 33 | $HPQ | HP INC | Technology | $2.5M | 0.6% | 80K | -0.8% | |||
| 34 | $ERIC | ERICSSON LM TELEPHONE CO | Technology | $2.5M | 0.6% | 274K | +54% | |||
| 35 | $STX | Seagate Technology Holdings plc | Technology | $2.5M | 0.5% | 2,693 | +51% | |||
| 36 | $TTE | TotalEnergies SE | Energy | $2.5M | 0.5% | 29K | -4% | |||
| 37 | $WT | WisdomTree, Inc. | Financials | $2.4M | 0.5% | 48K | +14% | |||
| 38 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $2.4M | 0.5% | 19K | +11% | |||
| 39 | $ENSG | ENSIGN GROUP, INC | Healthcare | $2.4M | 0.5% | 14K | +7% | |||
| 40 | $SNDK | Sandisk Corp | Technology | $2.3M | 0.5% | 1,341 | +74% | |||
| 41 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $2.3M | 0.5% | 40K | +35% | |||
| 42 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $2.2M | 0.5% | 50K | +171% | |||
| 43 | $RBA | RB GLOBAL INC. | Industrials | $2.2M | 0.5% | 27K | +2% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $2.1M | 0.5% | 25K | +97% | |||
| 45 | $PHG | KONINKLIJKE PHILIPS NV | Healthcare | $2.1M | 0.5% | 87K | +6% | |||
| 46 | $WDC | WESTERN DIGITAL CORP | Technology | $2.1M | 0.5% | 4,626 | +101% | |||
| 47 | $MDT | Medtronic plc | Healthcare | $2.1M | 0.5% | 24K | +2% | |||
| 48 | $EQIX | EQUINIX INC | Real Estate | $2.1M | 0.5% | 2,061 | +1% | |||
| 49 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.1M | 0.5% | 7,408 | -31% | |||
| 50 | $ACN | Accenture plc | Technology | $2.1M | 0.5% | 11K | +254% | |||
| 51 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $2.0M | 0.4% | 71K | +112% | |||
| 52 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.0M | 0.4% | 4,857 | +63% | |||
| 53 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $2.0M | 0.4% | 62K | -0.0% | |||
| 54 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $2.0M | 0.4% | 12K | +23% | |||
| 55 | $AMGN | AMGEN INC | Healthcare | $2.0M | 0.4% | 4,657 | +79% | |||
| 56 | $IBN | ICICI BANK LTD | Financials | $1.9M | 0.4% | 71K | +2% | |||
| 57 | $ADBE | ADOBE INC. | Technology | $1.9M | 0.4% | 8,077 | +38% | |||
| 58 | $SGOL | abrdn Gold ETF Trust | Financials | $1.9M | 0.4% | 49K | -9% | |||
| 59 | $CAT | CATERPILLAR INC | Industrials | $1.9M | 0.4% | 2,349 | -4% | |||
| 60 | $DELL | Dell Technologies Inc. | Technology | $1.9M | 0.4% | 3,465 | New | |||
| 61 | $ANET | Arista Networks, Inc. | Technology | $1.8M | 0.4% | 8,743 | +9% | |||
| 62 | $WM | WASTE MANAGEMENT INC | Utilities | $1.8M | 0.4% | 8,705 | +175% | |||
| 63 | $APH | AMPHENOL CORP /DE/ | Technology | $1.8M | 0.4% | 21K | +102% | |||
| 64 | $LLY | ELI LILLY & Co | Healthcare | $1.7M | 0.4% | 1,456 | -30% | |||
| 65 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $1.7M | 0.4% | 9,197 | +29% | |||
| 66 | $TEL | TE Connectivity plc | Technology | $1.7M | 0.4% | 7,942 | +1% | |||
| 67 | $CB | Chubb Ltd | Financials | $1.7M | 0.4% | 5,076 | +0.6% | |||
| 68 | $AON | Aon plc | Financials | $1.6M | 0.4% | 5,892 | -22% | |||
| 69 | $TLK | PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK | Communication Services | $1.6M | 0.3% | 127K | +1% | |||
| 70 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.6M | 0.3% | 19K | -17% | |||
| 71 | $EMBJ | EMBRAER S.A. | Industrials | $1.6M | 0.3% | 21K | -1.0% | |||
| 72 | $NOW | ServiceNow, Inc. | Technology | $1.6M | 0.3% | 12K | -15% | |||
| 73 | $EHC | Encompass Health Corp | Healthcare | $1.5M | 0.3% | 13K | -7% | |||
| 74 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.3% | 4,642 | -69% | |||
| 75 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.5M | 0.3% | 31K | New | |||
| 76 | $CHE | CHEMED CORP | Healthcare | $1.5M | 0.3% | 2,985 | -2% | |||
| 77 | $NBIS | Nebius Group N.V. | Technology | $1.5M | 0.3% | 6,354 | -0.8% | |||
| 78 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.3% | 14K | +4% | |||
| 79 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $1.5M | 0.3% | 26K | New | |||
| 80 | $BZ | Kanzhun Ltd | Technology | $1.5M | 0.3% | 100K | -1% | |||
| 81 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.5M | 0.3% | 11K | +11% | |||
| 82 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $1.5M | 0.3% | 29K | +0.3% | |||
| 83 | $BLK | BlackRock, Inc. | Financials | $1.5M | 0.3% | 1,380 | -30% | |||
| 84 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.5M | 0.3% | 4,417 | +25% | |||
| 85 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $1.4M | 0.3% | 35K | -3% | |||
| 86 | $ING | ING GROEP NV | Financials | $1.4M | 0.3% | 40K | +7% | |||
| 87 | $KB | KB Financial Group Inc. | Financials | $1.4M | 0.3% | 11K | +13% | |||
| 88 | $AHR | American Healthcare REIT, Inc. | Real Estate | $1.4M | 0.3% | 27K | -2% | |||
| 89 | $SW | Smurfit Westrock plc | Materials | $1.4M | 0.3% | 31K | +0.3% | |||
| 90 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.4M | 0.3% | 8,990 | -17% | |||
| 91 | $NOK | NOKIA CORP | Technology | $1.4M | 0.3% | 134K | New | |||
| 92 | $FSS | FEDERAL SIGNAL CORP /DE/ | Industrials | $1.4M | 0.3% | 12K | -0.2% | |||
| 93 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.3M | 0.3% | 16K | -36% | |||
| 94 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.3M | 0.3% | 2,553 | +71% | |||
| 95 | $SIMO | Silicon Motion Technology CORP | Technology | $1.3M | 0.3% | 4,715 | +5% | |||
| 96 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.3% | 5,707 | +23% | |||
| 97 | $VCTR | Victory Capital Holdings, Inc. | Financials | $1.3M | 0.3% | 12K | -25% | |||
| 98 | $BNY | Bank of New York Mellon Corp | Financials | $1.3M | 0.3% | 9,005 | -6% | |||
| 99 | $PAYC | Paycom Software, Inc. | Technology | $1.3M | 0.3% | 5,876 | -19% | |||
| 100 | $MRVL | Marvell Technology, Inc. | Technology | $1.3M | 0.3% | 4,828 | New | |||
| 101 | $USB | US BANCORP DE | Financials | $1.3M | 0.3% | 22K | +38% | |||
| 102 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.3M | 0.3% | 7,698 | +6% | |||
| 103 | $CIB | Grupo Cibest S.A. | Financials | $1.3M | 0.3% | 14K | -3% | |||
| 104 | $ALC | ALCON INC | Healthcare | $1.2M | 0.3% | 19K | -38% | |||
| 105 | $CW | CURTISS WRIGHT CORP | Industrials | $1.2M | 0.3% | 2,283 | -31% | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.3% | 9,711 | +101% | |||
| 107 | $BAP | CREDICORP LTD | Financials | $1.2M | 0.3% | 3,235 | -2% | |||
| 108 | $PLTR | Palantir Technologies Inc. | Technology | $1.2M | 0.3% | 6,480 | -12% | |||
| 109 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.2M | 0.3% | 6,017 | -15% | |||
| 110 | $SLB | SLB LIMITED/NV | Energy | $1.2M | 0.3% | 25K | +2% | |||
| 111 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $1.2M | 0.3% | 46K | +12% | |||
| 112 | $NWG | NatWest Group plc | Financials | $1.2M | 0.3% | 66K | -1% | |||
| 113 | $NPO | Enpro Inc. | Materials | $1.2M | 0.3% | 3,861 | -17% | |||
| 114 | $EQNR | EQUINOR ASA | Energy | $1.2M | 0.3% | 28K | +0.9% | |||
| 115 | $NICE | NICE Ltd. | Technology | $1.2M | 0.3% | 11K | +178% | |||
| 116 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $1.2M | 0.3% | 140K | +46% | |||
| 117 | $PLD | Prologis, Inc. | Real Estate | $1.2M | 0.3% | 8,895 | +0.5% | |||
| 118 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.1M | 0.3% | 5,491 | +19% | |||
| 119 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.3% | 6,893 | New | |||
| 120 | $WELL | WELLTOWER INC. | Real Estate | $1.1M | 0.2% | 4,845 | +0.7% | |||
| 121 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.1M | 0.2% | 7,343 | -1% | |||
| 122 | $HSBC | HSBC HOLDINGS PLC | Financials | $1.1M | 0.2% | 11K | -3% | |||
| 123 | $GIL | Gildan Activewear Inc. | Consumer Discretionary | $1.1M | 0.2% | 25K | -2% | |||
| 124 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $1.1M | 0.2% | 4,577 | -27% | |||
| 125 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.2% | 13K | +45% | |||
| 126 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $1.1M | 0.2% | 3,727 | +79% | |||
| 127 | $SQM | CHEMICAL & MINING CO OF CHILE INC | Materials | $1.0M | 0.2% | 16K | -0.8% | |||
| 128 | $BA | BOEING CO | Industrials | $1.0M | 0.2% | 5,457 | -0.7% | |||
| 129 | $CVX | CHEVRON CORP | Energy | $1.0M | 0.2% | 4,951 | -2% | |||
| 130 | $RY | ROYAL BANK OF CANADA | Financials | $1.0M | 0.2% | 5,120 | -2% | |||
| 131 | $BCS | BARCLAYS PLC | Financials | $992K | 0.2% | 41K | -1% | |||
| 132 | $RTX | RTX Corp | Industrials | $991K | 0.2% | 5,337 | -5% | |||
| 133 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $975K | 0.2% | 3,961 | +8% | |||
| 134 | $UNP | UNION PACIFIC CORP | Industrials | $975K | 0.2% | 3,582 | +19% | |||
| 135 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | Consumer Discretionary | $968K | 0.2% | 2,914 | +38% | |||
| 136 | $MFC | MANULIFE FINANCIAL CORP | Financials | $954K | 0.2% | 22K | -0.6% | |||
| 137 | $LYG | Lloyds Banking Group plc | Financials | $950K | 0.2% | 169K | -2% | |||
| 138 | $ENTG | ENTEGRIS INC | Materials | $947K | 0.2% | 6,147 | +44% | |||
| 139 | $CSX | CSX CORP | Industrials | $938K | 0.2% | 20K | -1% | |||
| 140 | $DE | DEERE & CO | Industrials | $938K | 0.2% | 1,397 | +0.6% | |||
| 141 | $SAN | Banco Santander, S.A. | Financials | $933K | 0.2% | 67K | +14% | |||
| 142 | $NGG | NATIONAL GRID PLC | Energy | $932K | 0.2% | 12K | +26% | |||
| 143 | $LFUS | LITTELFUSE INC /DE | Technology | $917K | 0.2% | 2,164 | -28% | |||
| 144 | $CNH | CNH Industrial N.V. | Industrials | $907K | 0.2% | 71K | New | |||
| 145 | $EOG | EOG RESOURCES INC | Energy | $903K | 0.2% | 6,556 | -1% | |||
| 146 | $SIVR | abrdn Silver ETF Trust | Financials | $898K | 0.2% | 16K | -28% | |||
| 147 | $VTR | Ventas, Inc. | Real Estate | $897K | 0.2% | 11K | +82% | |||
| 148 | $COP | CONOCOPHILLIPS | Energy | $893K | 0.2% | 7,139 | -1.0% | |||
| 149 | $EVR | Evercore Inc. | Financials | $892K | 0.2% | 3,464 | -2% | |||
| 150 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $891K | 0.2% | 4,008 | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 25 new, 164 added to, 155 trimmed, 48 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- ABRDN ETFS - BBRG ALL COMD K1$6.6M
first bought this quarter
$DELLDell Technologies Inc.$1.9M
first bought this quarter
- VANGUARD MALVERN FDS - STRM INFPROIDX$1.5M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$1.5M
first bought this quarter
$NOKNOKIA CORP$1.4M
first bought this quarter
$MRVLMarvell Technology, Inc.$1.3M
first bought this quarter
+19 more in the Excel export
Added to (164)
$CRWDCrowdStrike Holdings, Inc.+284%
now $2.8M · held 5 qtrs
- NORTHERN LTS FD TR IV - INSPIRE CORP BD+39%
now $5.9M
$BHPBHP Group Ltd+120%
now $2.8M · held 11+ qtrs
$ACNAccenture plc+254%
now $2.1M · held 11+ qtrs, 3 adds in a row
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF+171%
now $2.2M
$WMWASTE MANAGEMENT INC+175%
now $1.8M · held 11+ qtrs
+158 more in the Excel export
Trimmed (155)
$LRCXLAM RESEARCH CORP-69%
now $1.5M · held 8 qtrs, 4 trims in a row
$VVISA INC.-61%
now $891K · held 10 qtrs
now $4.7M · held 11+ qtrs, 8 trims in a row
$ADPAUTOMATIC DATA PROCESSING INC-61%
now $766K
$TXNTEXAS INSTRUMENTS INC-31%
now $2.1M · held 11+ qtrs, 2 trims in a row
now $5.9M · held 11+ qtrs, 2 trims in a row
+149 more in the Excel export
Sold out (48)
- UBS AG LONDON BRANCH - ETRA BL CO MAT 5was $5.4M
$MICCMagnum Ice Cream Co N.V.was $2.6M
held 1 qtr
$STMSTMicroelectronics N.V.was $2.6M
held 10+ qtrs
- ISHARES TR - 1 3 YR TREAS BDwas $1.7M
$MTArcelorMittalwas $1.3M
held 8 qtrs
$SHGSHINHAN FINANCIAL GROUP CO LTDwas $1.1M
+42 more in the Excel export
Holdings by quarter
Every 13F Legacy Wealth Asset Management, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Legacy Wealth Asset Management's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 8 of the 20 are scored)
Top 10 since filing
-3.6%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 31% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legacy Wealth Asset Management, LLC disclosed 357 positions worth $456.3M in its Form 13F-HR for Q3 2026, led by $FBTC (Fidelity Wise Origin Bitcoin Fund) at 4.8% of the equity portfolio. During the quarter the fund opened 25 new positions and exited 48. The portfolio is most concentrated in Technology (27.3% of disclosed assets). All figures are sourced directly from Legacy Wealth Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1846151.
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AI-Powered Hedge Fund Analysis: Legacy Wealth Asset Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Wealth Asset Management, LLC (SEC CIK: 1846151), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Legacy Wealth Asset Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.