StockDriftsStockDriftsTop 50 Legacy Wealth Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4.83% | 303.3K | $22.0M | +0.64%(+1.93K) | $62.48(+13.87%) | 2026-09-30 | |
| MLPA | GLOBAL X FDS | 2.66% | 228.0K | $12.1M | +0.16%(+370) | $38.46(+39.74%) | 2026-09-30 | |
| TFLO | ISHARES TR | 2.53% | 228.2K | $11.6M | +5.90%(+12.71K) | $50.57(+0.10%) | 2026-09-30 | |
| WWJD | NORTHERN LTS FD TR IV | 2.52% | 296.8K | $11.5M | +1.48%(+4.33K) | $31.32(+24.89%) | 2026-09-30 | |
| ESUM | STRATEGY SHS | 1.76% | 265.7K | $8.0M | +1.71%(+4.47K) | $25.16(+20.20%) | 2026-09-30 | |
| PTL | NORTHERN LTS FD TR IV | 1.76% | 29.5K | $8.0M | +2.51%(+724) | $221.87(+21.35%) | 2026-09-30 | |
| BCI | ABRDN ETFS | 1.46% | 256.7K | $6.6M | new | $24.11(+9.27%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.42% | 28.3K | $6.5M | -2.74%(-797) | $18.03(+1103.74%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.41% | 6.0K | $6.4M | -9.08%(-602) | $84.43(+971.79%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.38% | 18.9K | $6.3M | -0.47%(-90) | $135.25(+153.56%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.82% | +59.41% | +3.21% | +17.13% |
| Top 20 Holdings Unweighted | +23.19% | +86.95% | +10.02% | +61.22% |
Legacy Wealth Asset Management LLC reports $456.26M in US-listed equity holdings across 357 positions in its most recent 13F filing. Its largest disclosed positions are FBTC (4.8%), MLPA (2.7%) and TFLO (2.5%). The top 20 holdings account for 31.6% of reported assets. Its disclosed equity book has returned +59.41% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Wealth Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846151). View Legacy Wealth Asset Management LLC’s 13F filings on SEC