account_balance

Investment manager · 13F filer · SEC CIK 1846151

Legacy Wealth Asset Management, LLC

Reported value$456Mas of Sep 30, 2026
Positions357 25 new, 48 sold out
Top 10 weight21.7%FBTC alone is 5%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FBTC Fidelity Wise Origin Bitcoin Fund 4.8% Held
MLPA Global X FDS 2.7% Held
TFLO iShares Tr 2.5% Added +6%
WWJD Northern LTS Fd Tr IV 2.5% Held
ESUM Strategy SHS 1.8% Held
PTL Northern LTS Fd Tr IV 1.8% Added +3%
BCI Abrdn Etfs 1.5% New
NVDA NVIDIA Corp 1.4% Trimmed −3%MU Micron Technology Inc 1.4% Trimmed −9%AAPL Apple Inc. 1.4% Held
IBD Northern LTS Fd Tr IV 1.3% Added +39%
AMD Advanced Micro Devices Inc 1.3% Trimmed −12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • BCI $6.64M
  • DELL $1.86M
  • VTIP $1.51M
  • VGIT $1.49M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast