Legacy Wealth Asset Management, LLC
CIK 1846151
13F filing for Q2 2026・No. 4,139
- Holdings
- US$455.63M
- Quarter change
- +US$44.65M
- Entries
- 380
- Net bought (estimate)
- −US$1.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 26
- Cut 212
- Added 120
- Corporate actions 2
- Unchanged 16
Largest holdings
380 stocks worth US$455.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOINSHS | Cut | 301,367 | US$15.38M | 3.38% |
| GLOBAL X FDSGLBL X MLP ETF | Cut | 227,634 | US$12.08M | 2.65% |
| NORTHERN LTS FD TR IVINSPIRE INTL ETF | Added | 292,460 | US$11.15M | 2.45% |
| ISHARES TRTRS FLT RT BD | Added | 215,534 | US$10.91M | 2.40% |
| NORTHERN LTS FD TR IVINSPIRE 500 ETF | Added | 28,803 | US$8.24M | 1.81% |
| STRATEGY SHSEVENTIDE US MRKT | Added | 261,253 | US$8M | 1.76% |
| MUMicronCOM | Cut | 6,631 | US$7.65M | 1.68% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 14,934 | US$6.47M | 1.42% |
| AMDAMDCOM | Cut | 10,904 | US$6.33M | 1.39% |
| AVGOBroadcomCOM | Cut | 16,625 | US$6.28M | 1.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.