Legacy Wealth Asset Management, LLC Portfolio Holdings

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025

Legacy Wealth Asset Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $340 Million distributed in 359 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Global X Mlp ETF with a value of $10.4M, Northern Lts Fd Tr Iv Inspire with a value of $9.07M, Ishares Treasury Floating Rate with a value of $8.94M, Grayscale Bitcoin Trust (Btc) with a value of $5.73M, and Broadcom Inc. with a value of $5.63M.

Examining the 13F form we can see an increase of $9.4M in the current position value, from $331M to 340M.

Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $340 Million
Technology: $73.4 Million
ETFs: $59 Million
Financial Services: $51.3 Million
Industrials: $40.6 Million
Healthcare: $32.5 Million
Consumer Cyclical: $30.2 Million
Real Estate: $12.3 Million
Energy: $10.7 Million
Other: $30.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Million 3.05% of portfolio
214,685
Q3 2025 Added 10.85%
$0
$9.07 Million 2.67% of portfolio
257,218
Q3 2025 Added 3.36%
$0
$8.94 Million 2.63% of portfolio
176,734
Q3 2025 Reduced 14.13%
$51.1B
$5.73 Million 1.68% of portfolio
63,833
Q3 2025 Reduced 0.98%
$139B
$5.63 Million 1.65% of portfolio
17,055
Q3 2025 Reduced 17.33%
$465B
$5.32 Million 1.56% of portfolio
28,490
Q3 2025 Reduced 18.32%
$4.3T
$5.12 Million 1.51% of portfolio
20,120
Q3 2025 Reduced 1.85%
$0
$4.57 Million 1.34% of portfolio
168,357
Q3 2025 Added 8.83%
$0
$3.66 Million 1.08% of portfolio
151,633
Q3 2025 Added 3.02%
$1.46T
$3 Million 0.88% of portfolio
10,742
Q3 2025 Reduced 5.95%
$123B
$2.92 Million 0.86% of portfolio
10,359
Q3 2025 Added 42.06%
$405B
$2.89 Million 0.85% of portfolio
2,981
Q3 2025 Reduced 13.27%
$8.96B
$2.85 Million 0.84% of portfolio
121,858
Q3 2025 Reduced 16.7%
$31.3B
$2.78 Million 0.82% of portfolio
250,462
Q3 2025 Reduced 1.07%
$15.3B
$2.65 Million 0.78% of portfolio
137,761
Q3 2025 Added 0.5%
$76.2B
$2.48 Million 0.73% of portfolio
5,101
Q3 2025 Added 1.59%
$44.4B
$2.44 Million 0.72% of portfolio
166,482
Q3 2025 Added 1.03%
$10.6B
$2.45 Million 0.72% of portfolio
42,423
Q3 2025 Added 14.2%
$161B
$2.39 Million 0.7% of portfolio
2,212
Q3 2025 Reduced 10.12%
$124B
$2.38 Million 0.7% of portfolio
57,966
Q3 2025 Reduced 30.47%
$41.3B
$2.33 Million 0.68% of portfolio
25,773
Q3 2025 Added 0.51%
$21.2B
$2.26 Million 0.67% of portfolio
4,171
Q3 2025 Reduced 6.58%
$190B
$2.28 Million 0.67% of portfolio
143,075
Q3 2025 Added 0.33%
$279B
$2.29 Million 0.67% of portfolio
8,570
Q3 2025 Added 0.37%
$61.4B
$2.26 Million 0.66% of portfolio
11,082
Q3 2025 New
$6.2B
$2.25 Million 0.66% of portfolio
20,910
Q3 2025 Reduced 15.66%
$109B
$2.21 Million 0.65% of portfolio
73,184
Q3 2025 Added 0.93%
$5.65B
$2.2 Million 0.65% of portfolio
59,664
Q3 2025 Added 4.35%
$20.8B
$2.21 Million 0.65% of portfolio
117,239
Q3 2025 Reduced 1.97%
$388B
$2.08 Million 0.61% of portfolio
12,826
Q3 2025 Reduced 17.33%
$19.3B
$2.06 Million 0.61% of portfolio
48,001
Q3 2025 Added 0.77%
$68.4B
$2.09 Million 0.61% of portfolio
61,264
Q3 2025 Added 102.05%
$177B
$2.05 Million 0.6% of portfolio
10,510
Q3 2025 Added 119.19%
$533B
$2.03 Million 0.6% of portfolio
5,943
Q3 2025 Reduced 2.81%
$25.4B
$2.02 Million 0.59% of portfolio
73,990
Q3 2025 Added 25.4%
$118B
$2.01 Million 0.59% of portfolio
8,177
Q3 2025 Reduced 3.14%
$169B
$2.02 Million 0.59% of portfolio
2,199
Q3 2025 Reduced 11.12%
$147B
$1.98 Million 0.58% of portfolio
20,240
Q3 2025 Reduced 9.91%
$104B
$1.96 Million 0.58% of portfolio
6,691
Q3 2025 Added 165.62%
$9.87B
$1.95 Million 0.57% of portfolio
11,309
Q3 2025 Reduced 3.92%
$65.7B
$1.89 Million 0.55% of portfolio
23,612
Q3 2025 Added 239.74%
$191B
$1.8 Million 0.53% of portfolio
333
Q3 2025 Reduced 24.66%
$138B
$1.69 Million 0.5% of portfolio
30,359
Q3 2025 Reduced 0.83%
$64.7B
$1.69 Million 0.5% of portfolio
17,880
Q3 2025 Added 1.46%
$0
$1.67 Million 0.49% of portfolio
33,268
Q3 2025 Added 1.07%
$24.8B
$1.63 Million 0.48% of portfolio
7,878
Q3 2025 Added 1.85%
$971B
$1.64 Million 0.48% of portfolio
2,148
Q3 2025 Reduced 34.07%
$89.3B
$1.6 Million 0.47% of portfolio
238,672
Q3 2025 Added 0.46%
$25.4B
$1.59 Million 0.47% of portfolio
58,354
Q3 2025 Added 2.64%

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $340 Million
  • Prior Value $331 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 30 stocks
  • Additional Purchases 187 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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