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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.93B
$1.01 Million 0.3% of portfolio
30,270
Q3 2025 Reduced 1.44%
$932M
$767,000 0.23% of portfolio
9,029
Q3 2025 Reduced 2.33%
$1.94B
$689,000 0.2% of portfolio
7,880
Q3 2025 Reduced 1.83%
$875M
$623,000 0.18% of portfolio
15,900
Q3 2025 Reduced 52.18%
$1.24B
$611,000 0.18% of portfolio
12,423
Q3 2025 Added 6.58%
$850M
$584,000 0.17% of portfolio
48,105
Q3 2025 Added 17.84%
$1.86B
$504,000 0.15% of portfolio
22,659
Q3 2025 Added 24.05%
$1.34B
$460,000 0.14% of portfolio
3,932
Q3 2025 New
$1.84B
$313,000 0.09% of portfolio
4,063
Q3 2025 Reduced 2.14%
$1.75B
$205,000 0.06% of portfolio
3,940
Q3 2025 New
$1.94B
$215,000 0.06% of portfolio
5,830
Q3 2025 Added 2.53%
$1.3B
$84,000 0.02% of portfolio
16,297
Q3 2025 Added 1.36%
$382M
$5,000 0.0% of portfolio
10,015
Q2 2024 New

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
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email