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 $455.6M across 380 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FBTC ($15.4M, 3.38%), MLPA ($12.1M, 2.65%), WWJD ($11.2M, 2.45%), TFLO ($10.9M, 2.40%), PTL ($8.2M, 1.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $15.4M | 3.38% | 301,367 | Trimmed |
| 2 | MLPA | GLOBAL X FDS | $12.1M | 2.65% | 227,634 | Trimmed |
| 3 | WWJD | NORTHERN LTS FD TR IV | $11.2M | 2.45% | 292,460 | Added |
| 4 | TFLO | ISHARES TR | $10.9M | 2.40% | 215,534 | Added |
| 5 | PTL | NORTHERN LTS FD TR IV | $8.2M | 1.81% | 28,803 | Added |
| 6 | EUSM | STRATEGY SHS | $8.0M | 1.76% | 261,253 | Added |
| 7 | MU | MICRON TECHNOLOGY INC | $7.7M | 1.68% | 6,631 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $6.5M | 1.42% | 14,934 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $6.3M | 1.39% | 10,904 | Trimmed |
| 10 | AVGO | BROADCOM INC | $6.3M | 1.38% | 16,625 | Trimmed |
| 11 | ASX | ASE TECHNOLOGY HLDG CO LTD | $6.1M | 1.34% | 135,007 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $5.8M | 1.28% | 29,093 | Trimmed |
| 13 | AAPL | APPLE INC | $5.5M | 1.21% | 18,988 | Trimmed |
| 14 | UCIB | UBS AG LONDON BRANCH | $5.4M | 1.19% | 166,719 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.4M | 0.97% | 9,293 | Trimmed |
| 16 | IBD | NORTHERN LTS FD TR IV | $4.4M | 0.96% | 184,769 | Added |
| 17 | ASML | ASML HLDG NV | $4.1M | 0.91% | 2,085 | Trimmed |
| 18 | LIN | LINDE PLC | $4.0M | 0.89% | 7,783 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC | $3.9M | 0.85% | 11,312 | Trimmed |
| 20 | TXN | TEXAS INSTRS INC | $3.2M | 0.71% | 10,790 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $3.2M | 0.69% | 7,970 | Trimmed |
| 22 | RBA | RB GLOBAL INC | $3.1M | 0.67% | 26,343 | Added |
| 23 | CNI | CANADIAN NATL RY CO | $3.0M | 0.66% | 25,219 | Trimmed |
| 24 | HDB | HDFC BANK LTD | $2.9M | 0.63% | 111,349 | Added |
| 25 | GMAB | GENMAB A/S | $2.8M | 0.62% | 102,164 | Added |
Source: SEC Form 13F filings · as of 2026-06-30