Legacy Wealth Asset Management, LLC
Legacy Wealth Asset Management, LLC reported 380 positions worth $455.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: FBTC (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBTC | SH | $15.4M | 3.38% | 301,367 | — | — | |
| ▸ 2 | MLPA | SH | $12.1M | 2.65% | 227,634 | — | — | |
| ▸ 3 | WWJD | SH | $11.2M | 2.45% | 292,460 | — | — | |
| ▸ 4 | TFLO | SH | $10.9M | 2.40% | 215,534 | — | — | |
| ▸ 5 | PTL | SH | $8.2M | 1.81% | 28,803 | — | — | |
| ▸ 6 | ESUM | SH | $8.0M | 1.76% | 261,253 | — | — | |
| ▸ 7 | MU | SH | $7.7M | 1.68% | 6,631 | — | — | |
| ▸ 8 | LRCX | SH | $6.5M | 1.42% | 14,934 | — | — | |
| ▸ 9 | AMD | SH | $6.3M | 1.39% | 10,904 | — | — | |
| ▸ 10 | AVGO | SH | $6.3M | 1.38% | 16,625 | — | — |
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Frequently Asked Questions
What stocks does Legacy Wealth Asset Management, LLC hold as of Q2 2026?
Legacy Wealth Asset Management, LLC reported 380 positions worth $455.6M in its Q2 2026 13F filing. Largest positions: FBTC (3.4%), MLPA (2.7%), WWJD (2.4%), TFLO (2.4%) and PTL (1.8%).
What did Legacy Wealth Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Wealth Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.