Filed: 7/9/2026ACC: 0001846151-26-000003
📋 What this filing means
LEGACY WEALTH ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 380 equity positions with a total reported market value of $455.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
380
Positions
$455.63M
Total AUM (reported)
7.32M
Total Shares
Allocation by class
COM$207.22M45.5%
SHS$30.04M6.6%
SPONSORED ADS$27.72M6.1%
COM NEW$14.18M3.1%
GLBL X MLP ETF$12.08M2.7%
SPONSORED ADR$11.91M2.6%
CL A$11.33M2.5%
Portfolio Concentration
Top 3$38.62M8.5%
4–10$53.90M11.8%
11–25$61.85M13.6%
Rest$301.27M66.1%
Top 3 weight
8.5%
Top 10 weight
20.3%
Voting Authority Distribution
Total shares with voting rights: 7.32M
Sole
Full voting authority
7.32M
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)
Sole380
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings380
Rows:
FIDELITY WISE ORIGIN BITCOIN
SOLEShares301.37K
TypeSH
Market value$15.38M
3.38%
Sole
301.37K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares227.63K
TypeSH
Market value$12.08M
2.65%
Sole
227.63K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares292.46K
TypeSH
Market value$11.15M
2.45%
Sole
292.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares215.53K
TypeSH
Market value$10.91M
2.40%
Sole
215.53K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares28.80K
TypeSH
Market value$8.24M
1.81%
Sole
28.80K
Shared
0.00
None
0.00
STRATEGY SHS
SOLEShares261.25K
TypeSH
Market value$8.00M
1.76%
Sole
261.25K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares6.63K
TypeSH
Market value$7.65M
1.68%
Sole
6.63K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares14.93K
TypeSH
Market value$6.47M
1.42%
Sole
14.93K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares10.90K
TypeSH
Market value$6.33M
1.39%
Sole
10.90K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares16.63K
TypeSH
Market value$6.28M
1.38%
Sole
16.63K
Shared
0.00
None
0.00
ASE TECHNOLOGY HLDG CO LTD
SOLEShares135.01K
TypeSH
Market value$6.09M
1.34%
Sole
135.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares29.09K
TypeSH
Market value$5.82M
1.28%
Sole
29.09K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.99K
TypeSH
Market value$5.49M
1.21%
Sole
18.99K
Shared
0.00
None
0.00
UBS AG LONDON BRANCH
SOLEShares166.72K
TypeSH
Market value$5.43M
1.19%
Sole
166.72K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares9.29K
TypeSH
Market value$4.44M
0.97%
Sole
9.29K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares184.77K
TypeSH
Market value$4.39M
0.96%
Sole
184.77K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares2.08K
TypeSH
Market value$4.15M
0.91%
Sole
2.08K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares7.78K
TypeSH
Market value$4.04M
0.89%
Sole
7.78K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares11.31K
TypeSH
Market value$3.86M
0.85%
Sole
11.31K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares10.79K
TypeSH
Market value$3.22M
0.71%
Sole
10.79K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares7.97K
TypeSH
Market value$3.17M
0.69%
Sole
7.97K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares26.34K
TypeSH
Market value$3.07M
0.67%
Sole
26.34K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares25.22K
TypeSH
Market value$3.01M
0.66%
Sole
25.22K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares111.35K
TypeSH
Market value$2.88M
0.63%
Sole
111.35K
Shared
0.00
None
0.00
GENMAB A/S
SOLEShares102.16K
TypeSH
Market value$2.81M
0.62%
Sole
102.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 301.37K | SH | $15.38M 3.38% | 301.37K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | GLBL X MLP ETF | 227.63K | SH | $12.08M 2.65% | 227.63K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE INTL ETF | 292.46K | SH | $11.15M 2.45% | 292.46K | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 215.53K | SH | $10.91M 2.40% | 215.53K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 28.80K | SH | $8.24M 1.81% | 28.80K | 0.00 | 0.00 |
STRATEGY SHSSOLE | EVENTIDE US MRKT | 261.25K | SH | $8.00M 1.76% | 261.25K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 6.63K | SH | $7.65M 1.68% | 6.63K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 14.93K | SH | $6.47M 1.42% | 14.93K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 10.90K | SH | $6.33M 1.39% | 10.90K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 16.63K | SH | $6.28M 1.38% | 16.63K | 0.00 | 0.00 |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 135.01K | SH | $6.09M 1.34% | 135.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 29.09K | SH | $5.82M 1.28% | 29.09K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.99K | SH | $5.49M 1.21% | 18.99K | 0.00 | 0.00 |
UBS AG LONDON BRANCHSOLE | ETRA BL CO MAT 5 | 166.72K | SH | $5.43M 1.19% | 166.72K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 9.29K | SH | $4.44M 0.97% | 9.29K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE CORP BD | 184.77K | SH | $4.39M 0.96% | 184.77K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 2.08K | SH | $4.15M 0.91% | 2.08K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 7.78K | SH | $4.04M 0.89% | 7.78K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 11.31K | SH | $3.86M 0.85% | 11.31K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 10.79K | SH | $3.22M 0.71% | 10.79K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 7.97K | SH | $3.17M 0.69% | 7.97K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 26.34K | SH | $3.07M 0.67% | 26.34K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 25.22K | SH | $3.01M 0.66% | 25.22K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 111.35K | SH | $2.88M 0.63% | 111.35K | 0.00 | 0.00 |
GENMAB A/SSOLE | SPONSORED ADS | 102.16K | SH | $2.81M 0.62% | 102.16K | 0.00 | 0.00 |
Page 1 of 16
…