Filed: 4/8/2026ACC: 0001846151-26-000002
📋 What this filing means
LEGACY WEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 374 equity positions with a total reported market value of $410.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
374
Positions
$410.98M
Total AUM (reported)
7.28M
Total Shares
Allocation by class
COM$181.75M44.2%
SHS$31.21M7.6%
SPONSORED ADS$22.58M5.5%
SPONSORED ADR$15.94M3.9%
GLBL X MLP ETF$12.27M3.0%
COM NEW$10.94M2.7%
INSPIRE INTL ETF$10.52M2.6%
Portfolio Concentration
Top 3$40.64M9.9%
4–10$45.02M11.0%
11–25$45.38M11.0%
Rest$279.94M68.1%
Top 3 weight
9.9%
Top 10 weight
20.8%
Voting Authority Distribution
Total shares with voting rights: 7.28M
Sole
Full voting authority
7.28M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole374
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings374
Rows:
FIDELITY WISE ORIGIN BITCOIN
SOLEShares302.23K
TypeSH
Market value$17.84M
4.34%
Sole
302.23K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares227.81K
TypeSH
Market value$12.27M
2.99%
Sole
227.81K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares281.47K
TypeSH
Market value$10.52M
2.56%
Sole
281.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares199.66K
TypeSH
Market value$10.11M
2.46%
Sole
199.66K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares28.29K
TypeSH
Market value$7.09M
1.72%
Sole
28.29K
Shared
0.00
None
0.00
STRATEGY SHS
SOLEShares250.25K
TypeSH
Market value$6.55M
1.59%
Sole
250.25K
Shared
0.00
None
0.00
UBS AG LONDON BRANCH
SOLEShares172.85K
TypeSH
Market value$5.70M
1.39%
Sole
172.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.66K
TypeSH
Market value$5.24M
1.28%
Sole
20.66K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares16.89K
TypeSH
Market value$5.23M
1.27%
Sole
16.89K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares29.27K
TypeSH
Market value$5.11M
1.24%
Sole
29.27K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares170.55K
TypeSH
Market value$4.07M
0.99%
Sole
170.55K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.78K
TypeSH
Market value$3.85M
0.94%
Sole
7.78K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares18.02K
TypeSH
Market value$3.85M
0.94%
Sole
18.02K
Shared
0.00
None
0.00
ASE TECHNOLOGY HLDG CO LTD
SOLEShares160.60K
TypeSH
Market value$3.48M
0.85%
Sole
160.60K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares9.73K
TypeSH
Market value$3.29M
0.80%
Sole
9.73K
Shared
0.00
None
0.00
TAKEDA PHARMACEUTICAL CO LTD
SOLEShares165.80K
TypeSH
Market value$3.07M
0.75%
Sole
165.80K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares2.28K
TypeSH
Market value$3.01M
0.73%
Sole
2.28K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares55.46K
TypeSH
Market value$2.93M
0.71%
Sole
55.46K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares8.30K
TypeSH
Market value$2.64M
0.64%
Sole
8.30K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares25.32K
TypeSH
Market value$2.60M
0.63%
Sole
25.32K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares12.56K
TypeSH
Market value$2.55M
0.62%
Sole
12.56K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares3.74K
TypeSH
Market value$2.55M
0.62%
Sole
3.74K
Shared
0.00
None
0.00
BHP BILLITON LIMITED
SOLEShares34.66K
TypeSH
Market value$2.52M
0.61%
Sole
34.66K
Shared
0.00
None
0.00
ALCON AG
SOLEShares33.02K
TypeSH
Market value$2.49M
0.61%
Sole
33.02K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares7.32K
TypeSH
Market value$2.47M
0.60%
Sole
7.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 302.23K | SH | $17.84M 4.34% | 302.23K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLBL X MLP ETF | 227.81K | SH | $12.27M 2.99% | 227.81K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE INTL ETF | 281.47K | SH | $10.52M 2.56% | 281.47K | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 199.66K | SH | $10.11M 2.46% | 199.66K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 28.29K | SH | $7.09M 1.72% | 28.29K | 0.00 | 0.00 |
STRATEGY SHSSOLE | EVENTIDE US MRKT | 250.25K | SH | $6.55M 1.59% | 250.25K | 0.00 | 0.00 |
UBS AG LONDON BRANCHSOLE | ETRACS UBS BLOOM | 172.85K | SH | $5.70M 1.39% | 172.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.66K | SH | $5.24M 1.28% | 20.66K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 16.89K | SH | $5.23M 1.27% | 16.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 29.27K | SH | $5.11M 1.24% | 29.27K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE CORP BD | 170.55K | SH | $4.07M 0.99% | 170.55K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 7.78K | SH | $3.85M 0.94% | 7.78K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 18.02K | SH | $3.85M 0.94% | 18.02K | 0.00 | 0.00 |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 160.60K | SH | $3.48M 0.85% | 160.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 9.73K | SH | $3.29M 0.80% | 9.73K | 0.00 | 0.00 |
TAKEDA PHARMACEUTICAL CO LTDSOLE | SPONSORED ADS | 165.80K | SH | $3.07M 0.75% | 165.80K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.28K | SH | $3.01M 0.73% | 2.28K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 55.46K | SH | $2.93M 0.71% | 55.46K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 8.30K | SH | $2.64M 0.64% | 8.30K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 25.32K | SH | $2.60M 0.63% | 25.32K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.56K | SH | $2.55M 0.62% | 12.56K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 3.74K | SH | $2.55M 0.62% | 3.74K | 0.00 | 0.00 |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 34.66K | SH | $2.52M 0.61% | 34.66K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 33.02K | SH | $2.49M 0.61% | 33.02K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 7.32K | SH | $2.47M 0.60% | 7.32K | 0.00 | 0.00 |
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