Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Wealth Asset Management, LLC (CIK 1846151) reported $411.0M across 372 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBTC ($17.8M, 4.34%), MLPA ($12.3M, 2.99%), WWJD ($10.5M, 2.56%), TFLO ($10.1M, 2.46%), PTL ($7.1M, 1.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $17.8M | 4.34% | 302,229 | Added |
| 2 | MLPA | GLOBAL X FDS | $12.3M | 2.99% | 227,812 | Added |
| 3 | WWJD | NORTHERN LTS FD TR IV | $10.5M | 2.56% | 281,469 | Added |
| 4 | TFLO | ISHARES TR | $10.1M | 2.46% | 199,657 | Added |
| 5 | PTL | NORTHERN LTS FD TR IV | $7.1M | 1.72% | 28,291 | Added |
| 6 | EUSM | STRATEGY SHS | $6.6M | 1.59% | 250,255 | Added |
| 7 | UCIB | UBS AG LONDON BRANCH | $5.7M | 1.39% | 172,848 | Added |
| 8 | AAPL | APPLE INC | $5.2M | 1.28% | 20,659 | Added |
| 9 | AVGO | BROADCOM INC | $5.2M | 1.27% | 16,894 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $5.1M | 1.24% | 29,274 | Added |
| 11 | IBD | NORTHERN LTS FD TR IV | $4.1M | 0.99% | 170,546 | Added |
| 12 | LIN | LINDE PLC | $3.9M | 0.94% | 7,775 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $3.8M | 0.94% | 18,015 | Trimmed |
| 14 | ASX | ASE TECHNOLOGY HLDG CO LTD | $3.5M | 0.85% | 160,603 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.3M | 0.80% | 9,726 | Trimmed |
| 16 | TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.1M | 0.75% | 165,803 | Trimmed |
| 17 | ASML | ASML HLDG NV | $3.0M | 0.73% | 2,282 | Trimmed |
| 18 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.9M | 0.71% | 55,460 | Trimmed |
| 19 | ADI | ANALOG DEVICES INC | $2.6M | 0.64% | 8,304 | Trimmed |
| 20 | CNI | CANADIAN NATL RY CO | $2.6M | 0.63% | 25,323 | Added |
| 21 | CW | CURTISS WRIGHT CORP | $2.5M | 0.62% | 3,738 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.62% | 12,559 | Trimmed |
| 23 | ALC | ALCON AG | $2.5M | 0.61% | 33,017 | Added |
| 24 | BHP | BHP BILLITON LIMITED | $2.5M | 0.61% | 34,655 | Added |
| 25 | SAP | SAP SE | $2.5M | 0.60% | 14,340 | Added |
Source: SEC Form 13F filings · as of 2026-03-31