Legacy Wealth Asset Management, Llc Portfolio Stock Holdings
Legacy Wealth Asset Management, Llc disclosed 374 stock positions valued at approximately $411.0 million in its latest SEC 13F filing. The largest holdings include FIDELITY WISE ORIGIN BITCOIN, GLOBAL X FDS, and NORTHERN LTS FD TR IV. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 374
- Portfolio Value
- $411.0M
Holdings by Sector
Legacy Wealth Asset Management, Llc Portfolio Holdings in Q1 2026
367 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 4.34% | 302,229 | +3,903 | +1.31% | $17,840,578 |
| GLOBAL X FDS | MLPA | Other | 2.99% | 227,812 | +12,373 | +5.74% | $12,272,237 |
| NORTHERN LTS FD TR IV | WWJD | Other | 2.56% | 281,469 | +16,007 | +6.03% | $10,524,126 |
| ISHARES TR | TFLO | Other | 2.46% | 199,657 | +11,517 | +6.12% | $10,108,655 |
| NORTHERN LTS FD TR IV | PTL | Other | 1.72% | 28,291 | +1,655 | +6.21% | $7,088,453 |
| APPLE INC | AAPL | Technology | 1.28% | 20,659 | +477 | +2.36% | $5,243,141 |
| BROADCOM INC | AVGO | Technology | 1.27% | 16,894 | -55 | -0.32% | $5,228,882 |
| NVIDIA CORPORATION | NVDA | Technology | 1.24% | 29,274 | +189 | +0.65% | $5,105,387 |
| NORTHERN LTS FD TR IV | IBD | Other | 0.99% | 170,546 | +10,915 | +6.84% | $4,068,716 |
| LINDE PLC | LIN | Other | 0.94% | 7,775 | +746 | +10.61% | $3,854,534 |
| LAM RESEARCH CORP | LRCX | Other | 0.94% | 18,015 | -1,874 | -9.42% | $3,849,085 |
| ASE TECHNOLOGY HLDG CO LTD | ASX | Technology | 0.85% | 160,603 | -11,810 | -6.85% | $3,481,873 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.80% | 9,726 | -670 | -6.44% | $3,286,902 |
| TAKEDA PHARMACEUTICAL CO LTD | TAK | Healthcare | 0.75% | 165,803 | -980 | -0.59% | $3,070,672 |
| ASML HLDG NV | ASML | Other | 0.73% | 2,282 | -308 | -11.89% | $3,014,134 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.71% | 55,460 | -849 | -1.51% | $2,926,070 |
| ANALOG DEVICES INC | ADI | Technology | 0.64% | 8,304 | -80 | -0.95% | $2,641,835 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.63% | 25,323 | +9,697 | +62.06% | $2,602,445 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.62% | 12,559 | -9 | -0.07% | $2,554,877 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.62% | 3,738 | +19 | +0.51% | $2,546,027 |
| BHP BILLITON LIMITED | BHP | Basic Materials | 0.61% | 34,655 | +8,716 | +33.60% | $2,520,805 |
| ALCON AG | ALC | Other | 0.61% | 33,017 | +1,964 | +6.32% | $2,487,831 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.60% | 7,322 | -531 | -6.76% | $2,473,664 |
| TELEKOMUNIKASI IND | TLK | Communication Services | 0.60% | 131,761 | +22,883 | +21.02% | $2,461,295 |
| SAP SE | SAP | Technology | 0.60% | 14,340 | +5,011 | +53.71% | $2,455,151 |
| ETFS GOLD TR | SGOL | Other | 0.59% | 54,254 | -3,498 | -6.06% | $2,420,813 |
| AON PLC | AON | Financial Services | 0.59% | 7,470 | +1,050 | +16.36% | $2,411,167 |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | Financial Services | 0.57% | 138,902 | +15,581 | +12.63% | $2,357,167 |
| COCA-COLA EUROPACIFIC PARTNE | G25839104 | Other | 0.57% | 25,782 | +232 | +0.91% | $2,337,654 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 0.55% | 40,849 | -772 | -1.85% | $2,273,247 |
| ENSIGN GROUP INC | ENSG | Healthcare | 0.55% | 11,166 | -238 | -2.09% | $2,249,949 |
| TEXAS INSTRS INC | TXN | Technology | 0.54% | 11,327 | +1,036 | +10.07% | $2,199,024 |
| WISDOMTREE TR | USFR | Other | 0.52% | 42,234 | +4,642 | +12.35% | $2,126,053 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.51% | 24,414 | +4,296 | +21.35% | $2,080,805 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.50% | 22,370 | +577 | +2.65% | $2,064,975 |
| MEDTRONIC PLC | MDT | Other | 0.50% | 23,813 | +7,234 | +43.63% | $2,063,396 |
| UBS GROUP AG | UBS | Other | 0.50% | 52,568 | -2,036 | -3.73% | $2,053,832 |
| EQUINIX INC | EQIX | Real Estate | 0.49% | 2,068 | +88 | +4.44% | $2,027,136 |
| HDFC BANK LTD | HDB | Financial Services | 0.48% | 79,571 | +18,044 | +29.33% | $1,979,726 |
| KONINKLIJKE PHILIPS N V | PHG | Healthcare | 0.48% | 71,777 | +824 | +1.16% | $1,966,690 |
| ELI LILLY & CO | LLY | Healthcare | 0.47% | 2,110 | -17 | -0.80% | $1,940,748 |
| VISA INC | V | Financial Services | 0.47% | 6,376 | +179 | +2.89% | $1,927,089 |
| BLACKROCK INC | BLK | Other | 0.46% | 1,965 | +151 | +8.32% | $1,889,760 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.45% | 11,553 | +270 | +2.39% | $1,852,177 |
| ICICI BANK LIMITED | IBN | Financial Services | 0.45% | 71,503 | -1,308 | -1.80% | $1,851,928 |
| CATERPILLAR INC | CAT | Industrials | 0.45% | 2,589 | +11 | +0.43% | $1,834,213 |
| YUM CHINA HLDGS INC | YUMC | Consumer Cyclical | 0.43% | 35,965 | -10,425 | -22.47% | $1,754,373 |
| 3M CO | MMM | Industrials | 0.42% | 11,953 | +1,070 | +9.83% | $1,735,935 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 0.42% | 24,189 | -4,769 | -16.47% | $1,732,174 |
| ISHARES TR | SHY | Other | 0.41% | 20,515 | +919 | +4.69% | $1,693,924 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.40% | 5,043 | -5,010 | -49.84% | $1,643,665 |
| TE CONNECTIVITY PLC | TEL | Other | 0.40% | 7,785 | +44 | +0.57% | $1,627,221 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.39% | 27,659 | +3,151 | +12.86% | $1,619,158 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.39% | 10,129 | +21 | +0.21% | $1,617,601 |
| MIZUHO FINANCIAL GROUP INC | MFG | Financial Services | 0.39% | 200,203 | -1,021 | -0.51% | $1,589,612 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.38% | 372 | +18 | +5.08% | $1,566,239 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.38% | 9,496 | +1,610 | +20.42% | $1,542,530 |
| HP INC | HPQ | Technology | 0.38% | 80,293 | +18,379 | +29.68% | $1,542,429 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.37% | 27,728 | +1,676 | +6.43% | $1,534,884 |
| HONDA MOTOR CO LTD | HMC | Consumer Cyclical | 0.37% | 62,484 | +18,491 | +42.03% | $1,518,986 |
| EQUINOR ASA | EQNR | Energy | 0.37% | 35,922 | +13,523 | +60.37% | $1,515,908 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.37% | 7,422 | +1,435 | +23.97% | $1,508,002 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.36% | 9,423 | +428 | +4.76% | $1,482,049 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.35% | 7,050 | +680 | +10.68% | $1,452,935 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.35% | 7,701 | -334 | -4.16% | $1,436,468 |
| ROSS STORES INC | ROST | Consumer Cyclical | 0.35% | 6,630 | -359 | -5.14% | $1,436,257 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.35% | 4,605 | +53 | +1.16% | $1,431,188 |
| SYNOPSYS INC | SNPS | Technology | 0.34% | 3,572 | +768 | +27.39% | $1,416,227 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.34% | 22,111 | +1,310 | +6.30% | $1,387,465 |
| SERVICENOW INC | NOW | Technology | 0.33% | 13,149 | +1,539 | +13.26% | $1,374,728 |
| ADOBE INC | ADBE | Technology | 0.33% | 5,644 | +795 | +16.40% | $1,371,944 |
| FEDERAL SIGNAL CORP | FSS | Industrials | 0.33% | 12,512 | -137 | -1.08% | $1,353,048 |
| ENI SPA | E | Energy | 0.33% | 23,861 | +3,317 | +16.15% | $1,350,771 |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | Basic Materials | 0.33% | 16,655 | -1,053 | -5.95% | $1,348,056 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.33% | 2,923 | +2 | +0.07% | $1,347,474 |
| ENCOMPASS HEALTH CORP | EHC | Healthcare | 0.33% | 13,912 | +4,535 | +48.36% | $1,345,708 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.33% | 7,790 | +617 | +8.60% | $1,344,398 |
| KANZHUN LIMITED | BZ | Communication Services | 0.33% | 99,945 | +4,881 | +5.13% | $1,338,264 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.33% | 28,362 | +8,859 | +45.42% | $1,337,552 |
| AMPHENOL CORP | APH | Technology | 0.32% | 10,485 | +27 | +0.26% | $1,324,780 |
| SLB LIMITED | SLB | Energy | 0.31% | 24,878 | +107 | +0.43% | $1,278,480 |
| LITTELFUSE INC | LFUS | Technology | 0.30% | 3,615 | +499 | +16.01% | $1,226,750 |
| BARRICK MNG CORP | B | Other | 0.29% | 29,682 | -2,021 | -6.37% | $1,210,729 |
| ENPRO INC | NPO | Industrials | 0.29% | 4,808 | -84 | -1.72% | $1,205,125 |
| EXXON MOBIL CORP | XOM | Energy | 0.29% | 7,084 | +15 | +0.21% | $1,201,871 |
| EMBRAER S.A. | ERJ | Industrials | 0.29% | 20,086 | -688 | -3.31% | $1,191,903 |
| STMICROELECTRONICS N V | STM | Technology | 0.29% | 34,446 | +15,798 | +84.72% | $1,190,109 |
| ARCELORMITTAL SA LUXEMBOURG | MT | Basic Materials | 0.28% | 22,489 | -1,051 | -4.46% | $1,168,978 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.28% | 9,697 | -156 | -1.58% | $1,150,355 |
| CREDICORP LTD | BAP | Other | 0.28% | 3,391 | -92 | -2.64% | $1,150,159 |
| TELEFONAKTIEBOLAGET LM ERICS | ERIC | Technology | 0.28% | 101,977 | +17,669 | +20.96% | $1,149,281 |
| SHINHAN FINANCIAL GROUP CO L | SHG | Financial Services | 0.28% | 18,708 | +758 | +4.22% | $1,147,175 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.28% | 12,181 | +116 | +0.96% | $1,144,774 |
| VICTORY CAP HLDGS INC DEL | VCTR | Financial Services | 0.28% | 17,475 | -197 | -1.11% | $1,144,263 |
| CELESTICA INC | CLS | Technology | 0.27% | 3,996 | -149 | -3.59% | $1,125,593 |
| ING GROEP N.V. | ING | Financial Services | 0.27% | 43,139 | +5,343 | +14.14% | $1,123,771 |
| BOEING CO | BA | Industrials | 0.27% | 5,610 | +14 | +0.25% | $1,116,558 |
| TAPESTRY INC | TPR | Consumer Cyclical | 0.27% | 7,880 | -12 | -0.15% | $1,111,947 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.27% | 6,733 | +282 | +4.37% | $1,111,888 |
| RB GLOBAL INC | RBA | Industrials | 0.27% | 11,588 | +4,094 | +54.63% | $1,110,710 |