Legacy Wealth Asset Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Legacy Wealth Asset Management, LLC held in its portfolio 365 assets valued at $407,061,228 (i.e. $407.06M).

The most valuable assets in the portfolio included: FIDELITY WISE ORIGIN BITCOIN ($22.74M), GLOBAL X FDS ($10.43M), and NORTHERN LTS FD TR IV ($9.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 365 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Legacy Wealth Asset Management, LLC Portfolio
FIDELITY WISE ORIGIN BITCOIN
GLOBAL X FDS
NORTHERN LTS FD TR IV
ISHARES TR
NORTHERN LTS FD TR IV
STRATEGY SHS
BROADCOM INC
APPLE INC
NVIDIA CORPORATION
UBS AG LONDON BRANCH
Legacy Wealth Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
FIDELITY WISE ORIGIN BITCOIN 298326 22741391 SHS
GLOBAL X FDS 215439 10429415 GLBL X MLP ETF
NORTHERN LTS FD TR IV 265462 9684054 INSPIRE INTL ETF
ISHARES TR 188140 9493533 TRS FLT RT BD
NORTHERN LTS FD TR IV 26636 6610789 INSPIRE 500 ETF
STRATEGY SHS 233789 6295938 EVENTIDE US MRKT
BROADCOM INC 16949 5866064 COM
APPLE INC 20182 5486747 COM
NVIDIA CORPORATION 29085 5424353 COM
UBS AG LONDON BRANCH 172642 4845060 ETRACS UBS BLOOM
NORTHERN LTS FD TR IV 159631 3863070 INSPIRE CORP BD
GRAYSCALE BITCOIN TRUST ETF 56309 3849283 SHS REP COM UT
LAM RESEARCH CORP 19889 3404599 COM NEW
TAIWAN SEMICONDUCTOR MFG LTD 10396 3159240 SPONSORED ADS
CHUBB LIMITED 10053 3137742 COM
LINDE PLC 7029 2997095 SHS
ZTO EXPRESS CAYMAN INC 136924 2860342 SPONSORED ADS A
ASE TECHNOLOGY HLDG CO LTD 172413 2775849 SPONSORED ADS
ASML HOLDING N V 2590 2770937 N Y REGISTRY SHS
ADVANCED MICRO DEVICES INC 12568 2691563 COM
TAKEDA PHARMACEUTICAL CO LTD 166783 2600147 SPONSORED ADS
GILDAN ACTIVEWEAR INC 41621 2599648 COM
UBS GROUP AG 54604 2528711 SHS
ALCON AG 31053 2447287 ORD SHS
ETFS GOLD TR 57752 2372452 PHYSCL GOLD SHS
COCA-COLA EUROPACIFIC PARTNE 25550 2317385 SHS
P T TELEKOMUNIKASI INDONESIA 108878 2291882 SPONSORED ADR
ELI LILLY & CO 2127 2285859 COM
ANALOG DEVICES INC 8384 2273741 COM
SAP SE 9329 2266107 SPON ADR
AON PLC 6420 2265490 SHS CL A
HDFC BANK LTD 61527 2248197 SPONSORED ADS
MICRON TECHNOLOGY INC 7853 2241325 COM
YUM CHINA HLDGS INC 46390 2214659 COM
VISA INC 6197 2173350 COM CL A
CANADIAN PACIFIC KANSAS CITY 29475 2170244 COM
ICICI BANK LIMITED 72811 2169768 ADR
PALO ALTO NETWORKS INC 11283 2078329 COM
CURTISS WRIGHT CORP 3719 2050173 COM
OREILLY AUTOMOTIVE INC 21793 1987740 COM
ENSIGN GROUP INC 11404 1986577 COM
BOSTON SCIENTIFIC CORP 20801 1983375 COM
ABRDN SILVER ETF TRUST 28958 1958719 PHYSCL SILVR SHS
MITSUBISHI UFJ FINL GROUP IN 123321 1955871 SPONSORED ADS
BLACKROCK INC 1814 1941597 COM
KANZHUN LIMITED 95064 1937404 SPONSORED ADS
FERRARI N V 5227 1931690 COM
KONINKLIJKE PHILIPS N V 70953 1921407 NY REGIS SHS NEW
BOOKING HOLDINGS INC 354 1895787 COM
WISDOMTREE TR 37592 1891638 FLOATNG RAT TREA
TEXAS INSTRS INC 10291 1785386 COM
SERVICENOW INC 11610 1778536 COM
TE CONNECTIVITY PLC 7741 1761155 ORD SHS
3M CO 10883 1742343 COM
ADOBE INC 4849 1697102 COM
INTUITIVE SURGICAL INC 2921 1654338 COM NEW
ISHARES TR 19596 1622941 1 3 YR TREAS BD
MEDTRONIC PLC 16579 1592579 SHS
COLGATE PALMOLIVE CO 20118 1589724 COM
BHP GROUP LTD 25939 1565937 SPONSORED ADS
TJX COS INC NEW 10108 1552690 COM
CANADIAN NATL RY CO 15626 1544630 COM
AUTOMATIC DATA PROCESSING IN 5987 1540036 COM
EQUINIX INC 1980 1516997 COM
SIMON PPTY GROUP INC NEW 8035 1487359 COM
CATERPILLAR INC 2578 1476859 COM
MIZUHO FINANCIAL GROUP INC 201224 1472960 SPONSORED ADR
BANCO BILBAO VIZCAYA ARGENTA 63173 1472563 SPONSORED ADR
INTERCONTINENTAL EXCHANGE IN 8995 1456830 COM
VANGUARD SCOTTSDALE FDS 26052 1453702 LONG TERM TREAS
VANGUARD SCOTTSDALE FDS 24508 1439355 SHORT TERM TREAS
CHECK POINT SOFTWARE TECH LT 7631 1416008 ORD
AMPHENOL CORP NEW 10458 1413294 CL A
MCDONALDS CORP 4552 1391228 COM
WASTE CONNECTIONS INC 7886 1382889 COM
BARRICK MNG CORP 31703 1380666 COM SHS
HP INC 61914 1379444 COM
FEDERAL SIGNAL CORP 12649 1373555 COM
TOYOTA MOTOR CORP 6370 1363562 ADS
ISHARES TR 3601 1344757 RUS 1000 ETF
EMBRAER S.A. 20774 1337222 SPONSORED ADS
SYNOPSYS INC 2804 1317095 COM
HONDA MOTOR LTD 43993 1296914 ADR ECH CNV IN 3
EVERCORE INC 3806 1294992 CLASS A
PALANTIR TECHNOLOGIES INC 7160 1272690 CL A
SCHWAB STRATEGIC TR 52524 1262677 INTL EQTY ETF
AMERICAN TOWER CORP NEW 7173 1259364 COM
ROSS STORES INC 6989 1258998 COM
CROWDSTRIKE HLDGS INC 2672 1252527 CL A
CELESTICA INC 4145 1225303 COM
SOCIEDAD QUIMICA Y MINERA DE 17708 1218310 SPON ADR SER B
BOEING CO 5596 1215004 COM
NATWEST GROUP PLC 69417 1214798 SPONS ADR
SCHWAB CHARLES CORP 12065 1205414 COM
AUTODESK INC 4059 1201505 COM
S&P GLOBAL INC 2203 1151274 COM
INTERNATIONAL BUSINESS MACHS 3875 1147814 COM
BANK NEW YORK MELLON CORP 9853 1143835 COM
ISHARES INC 16993 1142269 CORE MSCI EMKT
BARCLAYS PLC 44019 1120284 ADR
VICTORY CAP HLDGS INC 17672 1114926 COM CL A
SHOPIFY INC 6691 1077050 CL A SUB VTG SHS
CISCO SYS INC 13955 1074954 COM
ARCELORMITTAL SA LUXEMBOURG 23540 1072718 NY REGISTRY SH
TEXAS ROADHOUSE INC 6451 1070866 COM
ING GROEP N.V. 37796 1058288 SPONSORED ADR
MSA SAFETY INC 6591 1055483 COM
CADENCE DESIGN SYSTEM INC 3354 1048393 COM
ENPRO INC 4892 1047524 COM
RTX CORPORATION 5711 1047397 COM
PROLOGIS INC. 8194 1046046 COM
PROGRESSIVE CORP 4586 1044324 COM
FAIR ISAAC CORP 616 1041422 COM
ARISTA NETWORKS INC 7863 1030289 COM SHS
ARGENX SE 1222 1027641 SPONSORED ADR
TAPESTRY INC 7892 1008361 COM
CREDICORP LTD 3483 999621 COM
ENCOMPASS HEALTH CORP 9377 995275 COM
CHEMED CORP NEW 2313 989640 COM
TETRA TECH INC NEW 29385 985573 COM
GRUPO CIBEST SA 15253 970243 SPON ADS
SHINHAN FINANCIAL GROUP CO L 17950 962659 SPN ADR RESTRD
SLB LIMITED 24771 950711 COM STK
CAE INC 30859 938731 COM
CRH PLC 7492 935002 ORD
NEW YORK TIMES CO 13412 931061 CL A
LLOYDS BANKING GROUP PLC 175610 930733 SPONSORED ADR
BWX TECHNOLOGIES INC 5344 923657 COM
AMERICAN HEALTHCARE REIT INC 19503 917811 COM SHS
ROYAL BK CDA 5356 913144 COM
HSBC HLDGS PLC 11543 908088 SPON ADR NEW
ISHARES TR 6430 906952 RUS MDCP VAL ETF
GILEAD SCIENCES INC 7380 905821 COM
T-MOBILE US INC 4447 902919 COM
BANCO SANTANDER SA 76934 902436 ADR
WELLTOWER INC 4834 897239 COM
COCA COLA CO 12690 887158 COM
SHERWIN WILLIAMS CO 2727 883630 COM
EDWARDS LIFESCIENCES CORP 10261 874750 COM
PNC FINL SVCS GROUP INC 4173 871030 COM
CEMEX SAB DE CV 75330 865542 SPON ADR NEW
AMGEN INC 2640 864098 COM
CHESAPEAKE UTILS CORP 6875 857725 COM
EXXON MOBIL CORP 7069 850683 COM
PRUDENTIAL PLC 27273 848736 ADR
US BANCORP DEL 15903 848584 COM NEW
ISHARES TR 11625 830141 EAFE VALUE ETF
NU HLDGS LTD 49473 828178 ORD SHS CL A
TERRENO RLTY CORP 14066 825815 COM
MANULIFE FINL CORP 22687 823084 COM
TRUIST FINL CORP 16630 818362 COM
QUALCOMM INC 4773 816422 COM
TELEFONAKTIEBOLAGET LM ERICS 84308 813572 ADR B SEK 10
LOWES COS INC 3320 800651 COM
INVESCO EXCH TRADED FD TR II 36638 793579 EMRNG MKT SVRG
CHEVRON CORP NEW 5203 792989 COM
SUMITOMO MITSUI FINL GROUP I 40872 790056 SPONSORED ADR
LITTELFUSE INC 3116 788099 COM
MERCADOLIBRE INC 390 785561 COM
YUM BRANDS INC 5186 784538 COM
SPDR SERIES TRUST 28614 784310 BLOOMBERG SHORT
DUKE ENERGY CORP NEW 6677 782611 COM NEW
ENI S P A 20544 779439 SPONSORED ADR
PAYCOM SOFTWARE INC 4887 778792 COM
NEXTERA ENERGY INC 9623 772534 COM
RB GLOBAL INC 7494 770908 COM
SOUTHERN CO 8783 765878 COM
ACCENTURE PLC IRELAND 2824 757679 SHS CLASS A
TRANSUNION 8752 750484 COM
CSX CORP 20681 749686 COM
AFFILIATED MANAGERS GROUP IN 2589 746357 COM
BALCHEM CORP 4849 743643 COM
LOCKHEED MARTIN CORP 1532 740982 COM
ITAU UNIBANCO HLDG S A 103422 740502 SPON ADR REP PFD
TELEFONICA BRASIL SA 62204 737739 SPONSORED ADS
VANGUARD SCOTTSDALE FDS 15663 737414 MTG-BKD SECS ETF
GENERAL DYNAMICS CORP 2174 731899 COM
SPDR SERIES TRUST 32331 728417 BLOOMBERG INTL T
STERIS PLC 2870 727602 SHS USD
DOMINION ENERGY INC 12358 724055 COM
ABBOTT LABS 5769 722798 COM
HEICO CORP NEW 2827 713744 CL A
NATIONAL GRID PLC 9182 710228 SPONSORED ADR NE
SS&C TECHNOLOGIES HLDGS INC 8122 710025 COM
KB FINL GROUP INC 8127 699247 SPONSORED ADR
TRANE TECHNOLOGIES PLC 1794 698225 SHS
HOME DEPOT INC 2029 698179 COM
UNION PAC CORP 3003 694654 COM
VANGUARD INDEX FDS 1096 687539 S&P 500 ETF SHS
PEPSICO INC 4779 685882 COM
WASTE MGMT INC DEL 3121 685715 COM
ARCH CAP GROUP LTD 7147 685540 ORD
EOG RES INC 6520 684665 COM
U S PHYSICAL THERAPY 8762 684225 COM
ENBRIDGE INC 14259 682008 COM
BRISTOL-MYERS SQUIBB CO 12621 680777 COM
HALEON PLC 67217 679564 SPON ADS
GENMAB A/S 22028 678462 SPONSORED ADS
RIO TINTO PLC 8414 673372 SPONSORED ADR
VERTEX PHARMACEUTICALS INC 1483 672333 COM
CAMDEN PPTY TR 6074 668626 SH BEN INT
CONOCOPHILLIPS 7125 666971 COM
KEYSIGHT TECHNOLOGIES INC 3267 663822 COM
AGNICO EAGLE MINES LTD 3909 662693 COM
OPEN TEXT CORP 20181 657497 COM
MARSH & MCLENNAN COS INC 3541 656926 COM
NUTRIEN LTD 10642 656824 COM
CME GROUP INC 2405 656757 COM
NIKE INC 10285 655257 CL B
HONEYWELL INTL INC 3351 653747 COM
TRIP COM GROUP LTD 9060 651505 ADS
WHITE MTNS INS GROUP LTD 313 650423 COM
DEERE & CO 1393 648539 COM
BANCO BRADESCO S A 193684 644968 SP ADR PFD NEW
REINSURANCE GRP OF AMERICA I 3159 642730 COM NEW
MOODYS CORP 1234 630389 COM
DOLLAR GEN CORP NEW 4732 628268 COM
LEMAITRE VASCULAR INC 7746 628201 COM
MONDELEZ INTL INC 11653 627281 CL A
SHELL PLC 8448 620759 SPON ADS
COUPANG INC 26304 620511 CL A
COCA COLA CONS INC 4021 616419 COM
SELECT SECTOR SPDR TR 11196 613179 STATE STREET FIN
MARZETTI COMPANY 3712 610327 COM
XCEL ENERGY INC 8262 610231 COM
ILLINOIS TOOL WKS INC 2440 600972 COM
NORTHROP GRUMMAN CORP 1050 598721 COM
SMITH & NEPHEW PLC 18208 597404 SPDN ADR NEW
GRAYSCALE BITCOIN MINI TR ET 15346 594351 SHS NEW
MAGNA INTL INC 10919 581983 COM
KITE RLTY GROUP TR 24188 579786 COM NEW
SMITH A O CORP 8563 572693 COM
EMCOR GROUP INC 934 571412 COM
CANADIAN NAT RES LTD 16810 569019 COM
LIVE NATION ENTERTAINMENT IN 3913 557603 COM
NVENT ELECTRIC PLC 5459 556654 SHS
TRANSDIGM GROUP INC 418 555877 COM
REXFORD INDL RLTY INC 14336 555090 COM
RELX PLC 13639 551288 SPONSORED ADR
DT MIDSTREAM INC 4592 549571 COMMON STOCK
NEBIUS GROUP N.V. 6549 548491 SHS CLASS A
APPLIED INDL TECHNOLOGIES IN 2135 548204 COM
RESTAURANT BRANDS INTL INC 8029 547819 COM
TESLA INC 1206 542362 COM
MICROCHIP TECHNOLOGY INC. 8362 532827 COM
EVEREST GROUP LTD 1564 530743 COM
EQUINOR ASA 22399 529288 SPONSORED ADR
FIDELITY NATIONAL FINANCIAL 9695 529250 COM SHS
ALLISON TRANSMISSION HLDGS I 5395 528171 COM
XP INC 32196 527049 CL A
BP PLC 15058 522964 SPONSORED ADR
APTARGROUP INC 4282 522233 COM
CGI INC 5655 521957 CL A SUB VTG
SENSATA TECHNOLOGIES HLDG PL 15622 520056 SHS
ATLASSIAN CORPORATION 3145 509930 CL A
EASTGROUP PPTYS INC 2838 505561 COM
ZOETIS INC 3963 498625 CL A
PENUMBRA INC 1581 491549 COM
EAGLE MATLS INC 2371 490038 COM
MOTOROLA SOLUTIONS INC 1266 485283 COM NEW
COGNIZANT TECHNOLOGY SOLUTIO 5840 484720 CL A
STMICROELECTRONICS N V 18648 483729 NY REGISTRY
NETEASE INC 3496 481120 SPONSORED ADS
PETROLEO BRASILEIRO SA PETRO 40534 480328 SPONSORED ADR
LANTHEUS HLDGS INC 7146 475566 COM
ICON PLC 2587 471403 SHS
VENTAS INC 6076 470161 COM
U HAUL HOLDING COMPANY 9998 467307 COM SER N
INSPERITY INC 12059 466924 COM
VANGUARD SCOTTSDALE FDS 3819 464963 VNG RUS1000GRW
CHIPOTLE MEXICAN GRILL INC 12554 464498 COM
M & T BK CORP 2277 458770 COM
RAYMOND JAMES FINL INC 2782 446761 COM
FIDELITY NATL INFORMATION SV 6644 441560 COM
FIRST CTZNS BANCSHARES INC D 205 439967 CL A
UTZ BRANDS INC 42384 439946 COM CL A
GE AEROSPACE 1420 437403 COM NEW
VANGUARD INTL EQUITY INDEX F 8129 437015 FTSE EMR MKT ETF
MONOLITHIC PWR SYS INC 480 435053 COM
ISHARES TR 4474 430712 RUS MID CAP ETF
AVANTOR INC 37081 424948 COM
ZIMMER BIOMET HOLDINGS INC 4666 419567 COM
CRANE COMPANY 2262 417181 COMMON STOCK
LKQ CORP 13694 413559 COM
VIKING HOLDINGS LTD 5780 412750 ORD SHS
INTERPARFUMS INC 4755 403367 COM
BJS WHSL CLUB HLDGS INC 4431 398923 COM
API GROUP CORP 10426 398899 COM STK
WESTERN DIGITAL CORP 2280 392776 COM
MICROSOFT CORP 809 391249 COM
AAON INC 5118 390248 COM PAR $0.004
CROWN CASTLE INC 4390 390139 COM
META PLATFORMS INC 575 379552 CL A
LANDSTAR SYS INC 2603 374051 COM
MONGODB INC 887 372265 CL A
SMURFIT WESTROCK PLC 9586 370691 SHS
OLLIES BARGAIN OUTLET HLDGS 3352 367413 COM
INSTALLED BLDG PRODS INC 1396 362108 COM
QUANTA SVCS INC 846 357063 COM
HOULIHAN LOKEY INC 2040 355348 CL A
HEICO CORP NEW 1088 352066 COM
KINSALE CAP GROUP INC 899 351617 COM
SNAP ON INC 998 343911 COM
VANGUARD INDEX FDS 1129 341082 SML CP GRW ETF
GUIDEWIRE SOFTWARE INC 1688 339305 COM
VANGUARD INDEX FDS 693 338087 GROWTH ETF
ADVANCED ENERGY INDS 1604 335829 COM
BAKER HUGHES COMPANY 7349 334673 CL A
PUBLIC STORAGE OPER CO 1270 329565 COM
PURE STORAGE INC 4902 328483 CL A
BOK FINL CORP 2725 322804 COM NEW
GARMIN LTD 1579 320300 SHS
AMERICAN FINL GROUP INC OHIO 2334 319011 COM
FASTENAL CO 7824 313977 COM
WIX COM LTD 2944 305852 SHS
ISHARES TR 2652 302116 EAFE GRWTH ETF
JAMES HARDIE INDS PLC 14512 301124 ORD SHS
KLA CORP 247 300125 COM NEW
NORTHERN LTS FD TR IV 6528 282058 INSPIRE GBL HOPE
MONDAY COM LTD 1905 281102 SHS
DATADOG INC 2065 280819 CL A COM
NICE LTD 2484 280791 SPONSORED ADR
ZAI LAB LTD 15903 280529 ADR
UNIVERSAL DISPLAY CORP 2365 276185 COM
EXTRA SPACE STORAGE INC 2119 275936 COM
ORACLE CORP 1387 270340 COM
FISERV INC 4023 270225 COM
ALNYLAM PHARMACEUTICALS INC 668 265630 COM
ESSEX PPTY TR INC 1014 265344 COM
GLOBAL PMTS INC 3407 263702 COM
BRUKER CORP 5535 260754 COM
VANGUARD SCOTTSDALE FDS 2728 251794 VNG RUS1000VAL
PERRIGO CO PLC 18020 250838 SHS
BROWN & BROWN INC 3134 249780 COM
ELECTROMED INC 8550 248976 COM
HALOZYME THERAPEUTICS INC 3689 248270 COM
ARMSTRONG WORLD INDS INC NEW 1299 248239 COM
AMERICOLD REALTY TRUST INC 19243 247465 COM
VANGUARD TAX-MANAGED FDS 3904 243883 VAN FTSE DEV MKT
ISHARES TR 1148 241470 RUS 1000 VAL ETF
PINTEREST INC 9277 240182 CL A
CREDO TECHNOLOGY GROUP HOLDI 1620 233102 ORDINARY SHARES
DYNATRACE INC 5361 232346 COM NEW
D R HORTON INC 1601 230592 COM
F N B CORP 13385 228884 COM
GENERAL MTRS CO 2804 228021 COM
MID-AMER APT CMNTYS INC 1612 223923 COM
HELIOS TECHNOLOGIES INC 4186 223909 COM
STRYKER CORPORATION 634 222832 COM
CUSHMAN AND WAKEFIELD LTD 13759 222758 COMMON SHARES
ELANCO ANIMAL HEALTH INC 9825 222340 COM
WPP PLC NEW 9823 220625 ADR
NOMAD FOODS LTD 17431 218062 USD ORD SHS
HUB GROUP INC 5062 215692 CL A
OLD NATL BANCORP IND 9664 215604 COM
WEATHERFORD INTL PLC 2715 212476 ORD SHS
EQUITY LIFESTYLE PPTYS INC 3464 209953 COM
COLUMBIA BKG SYS INC 7506 209793 COM
QXO INC 10812 208563 COM NEW
BEST BUY INC 3098 207349 COM
RENASANT CORP 5873 206847 COM
NORTHWESTERN ENERGY GROUP IN 3148 203172 COM NEW
AVIENT CORPORATION 6456 201685 COM
DIGITAL RLTY TR INC 1300 201123 COM
PATTERSON-UTI ENERGY INC 17059 104230 COM