Legacy Wealth Asset Management, LLC

13F filer · CIK 0001846151

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$456MU.S. long equity reported on 13F

Positions35429 new · 24 closed

Net flow last quarter-$5.36MBuys minus sells

Top 10 positions weight15.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026354 positions
FBTCFidelity Wise Origin Bitcoin Fund	$15.4M	3.38%	0.15%	-0.3%	Q1 2024
MUMicron Technology Inc	$7.65M	1.68%	0.00%	-9.4%	Q4 2020
LRCXLam Research Corp	$6.47M	1.42%	0.00%	-17.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$6.33M	1.39%	0.00%	-13.2%	Q2 2022
AVGOBroadcom Inc.	$6.28M	1.38%	0.00%	-1.6%	Q4 2020
ASXASE Technology Holding Co., Ltd.	$6.09M	1.34%	0.00%	-15.9%	Q4 2021
NVDANvidia Corp	$5.82M	1.28%	0.00%	-0.6%	Q4 2020
AAPLApple Inc.	$5.49M	1.21%	0.00%	-8.1%	Q4 2020
UCIBUBS AG	$5.43M	1.19%	Not reported	-3.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.44M	0.97%	0.00%	-4.5%	Q4 2020
ASMLAsml Holding NV	$4.15M	0.91%	0.00%	-8.6%	Q4 2020
LINLinde PLC	$4.04M	0.89%	0.00%	+0.1%	Q4 2020
PANWPalo Alto Networks Inc	$3.86M	0.85%	0.00%	-2.1%	Q3 2025
TXNTexas Instruments Inc	$3.22M	0.71%	0.00%	-4.7%	Q4 2020
ADIAnalog Devices Inc	$3.17M	0.69%	0.00%	-4.0%	Q4 2020
RBARB Global Inc.	$3.07M	0.67%	0.01%	+127.3%	Q2 2023
CNICanadian National Railway Co	$3.01M	0.66%	0.00%	-0.4%	Q4 2020
HDBHDFC Bank Ltd	$2.88M	0.63%	0.00%	+39.9%	Q4 2020
GMABGenmab A/S	$2.81M	0.62%	Not reported	+164.1%	Q3 2022
MUFGMitsubishi Ufj Financial Group Inc	$2.75M	0.60%	0.00%	-0.6%	Q3 2022
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.73M	0.60%	0.01%	+5.6%	Q3 2023
WCNWaste Connections, Inc.	$2.66M	0.58%	0.01%	+68.1%	Q4 2022
MICCMagnum Ice Cream Co N.V.	$2.64M	0.58%	0.02%	New	Q2 2026
CATCaterpillar Inc	$2.61M	0.57%	0.00%	-5.4%	Q4 2020
STMSTMicroelectronics N.V.	$2.59M	0.57%	0.00%	+0.5%	Q1 2024
UBSUBS Group AG	$2.57M	0.56%	0.00%	-1.2%	Q3 2022
TAKTakeda Pharmaceutical Co Ltd	$2.57M	0.56%	0.01%	-3.4%	Q3 2022
MMM3m Co	$2.55M	0.56%	0.00%	+32.0%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$2.51M	0.55%	0.03%	-0.6%	Q1 2024
LLYELI LILLY & Co	$2.51M	0.55%	0.00%	-0.9%	Q4 2020
CWCurtiss Wright Corp	$2.5M	0.55%	0.01%	-11.7%	Q4 2020
AONAon plc	$2.5M	0.55%	0.00%	+0.7%	Q4 2020
TTETotalEnergies SE	$2.35M	0.51%	0.00%	+46.0%	Q3 2022
CLColgate Palmolive Co	$2.25M	0.49%	0.00%	+0.7%	Q4 2020
SAPSap SE	$2.22M	0.49%	0.00%	+0.6%	Q4 2020
PHGKoninklijke Philips NV	$2.22M	0.49%	0.01%	+13.9%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$2.22M	0.49%	0.02%	+250.9%	Q4 2020
VVisa Inc.	$2.2M	0.48%	0.00%	+0.6%	Q2 2024
EQIXEquinix Inc	$2.13M	0.47%	0.00%	-1.4%	Q4 2020
ENSGEnsign Group, Inc	$2.1M	0.46%	0.02%	+17.3%	Q4 2020
ALCAlcon Inc	$2.09M	0.46%	0.01%	-5.8%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.08M	0.46%	0.00%	-1.6%	Q3 2025
ORLYO Reilly Automotive Inc	$2.07M	0.45%	0.00%	+0.3%	Q4 2020
SGOLabrdn Gold ETF Trust	$2.05M	0.45%	0.03%	-1.1%	Q4 2020
IBNIcici Bank Ltd	$2.01M	0.44%	Not reported	-3.1%	Q4 2020
ERICEricsson LM Telephone Co	$1.98M	0.43%	Not reported	+74.0%	Q3 2022
BLKBlackRock, Inc.	$1.9M	0.42%	0.00%	+0.7%	Q4 2020
MDTMedtronic plc	$1.86M	0.41%	0.00%	-0.1%	Q4 2020
APHAmphenol Corp	$1.83M	0.40%	0.00%	-1.2%	Q3 2025
HPQHP Inc	$1.77M	0.39%	0.01%	+0.6%	Q4 2020

Q1 2026Reported Apr 8, 2026348 positions
FBTCFidelity Wise Origin Bitcoin Fund	$17.8M	4.34%	0.14%	+1.3%	Q1 2024
UCIBUBS AG	$5.7M	1.39%	Not reported	+0.1%	Q4 2020
AAPLApple Inc.	$5.24M	1.28%	0.00%	+2.4%	Q4 2020
AVGOBroadcom Inc.	$5.23M	1.27%	0.00%	-0.3%	Q4 2020
NVDANvidia Corp	$5.11M	1.24%	0.00%	+0.7%	Q4 2020
LINLinde PLC	$3.85M	0.94%	0.00%	+10.6%	Q4 2020
LRCXLam Research Corp	$3.85M	0.94%	0.00%	-9.4%	Q4 2020
ASXASE Technology Holding Co., Ltd.	$3.48M	0.85%	0.00%	-6.9%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.29M	0.80%	0.00%	-6.4%	Q4 2020
TAKTakeda Pharmaceutical Co Ltd	$3.07M	0.75%	0.01%	-0.6%	Q3 2022
ASMLAsml Holding NV	$3.01M	0.73%	0.00%	-11.9%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$2.93M	0.71%	0.03%	-1.5%	Q1 2024
ADIAnalog Devices Inc	$2.64M	0.64%	0.00%	-1.0%	Q4 2020
CNICanadian National Railway Co	$2.6M	0.63%	0.00%	+62.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.55M	0.62%	0.00%	-0.1%	Q2 2022
CWCurtiss Wright Corp	$2.55M	0.62%	0.01%	+0.5%	Q4 2020
BHPBHP Group Ltd	$2.52M	0.61%	0.00%	+33.6%	Q1 2021
ALCAlcon Inc	$2.49M	0.61%	0.01%	+6.3%	Q4 2020
MUMicron Technology Inc	$2.47M	0.60%	0.00%	-6.8%	Q4 2020
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK	$2.46M	0.60%	Not reported	+21.0%	Q4 2020
SAPSap SE	$2.46M	0.60%	0.00%	+53.7%	Q4 2020
SGOLabrdn Gold ETF Trust	$2.42M	0.59%	0.03%	-6.1%	Q4 2020
AONAon plc	$2.41M	0.59%	0.00%	+16.4%	Q4 2020
MUFGMitsubishi Ufj Financial Group Inc	$2.36M	0.57%	0.00%	+12.6%	Q3 2022
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.34M	0.57%	0.01%	+0.9%	Q3 2023
GILGildan Activewear Inc.	$2.27M	0.55%	0.02%	-1.9%	Q3 2024
ENSGEnsign Group, Inc	$2.25M	0.55%	0.02%	-2.1%	Q4 2020
TXNTexas Instruments Inc	$2.2M	0.54%	0.00%	+10.1%	Q4 2020
CLColgate Palmolive Co	$2.08M	0.51%	0.00%	+21.4%	Q4 2020
ORLYO Reilly Automotive Inc	$2.06M	0.50%	0.00%	+2.7%	Q4 2020
MDTMedtronic plc	$2.06M	0.50%	0.00%	+43.6%	Q4 2020
UBSUBS Group AG	$2.05M	0.50%	0.00%	-3.7%	Q3 2022
EQIXEquinix Inc	$2.03M	0.49%	0.00%	+4.4%	Q4 2020
HDBHDFC Bank Ltd	$1.98M	0.48%	0.00%	+29.3%	Q4 2020
PHGKoninklijke Philips NV	$1.97M	0.48%	0.01%	+1.2%	Q4 2020
LLYELI LILLY & Co	$1.94M	0.47%	0.00%	-0.8%	Q4 2020
VVisa Inc.	$1.93M	0.47%	0.00%	+2.9%	Q2 2024
BLKBlackRock, Inc.	$1.89M	0.46%	0.00%	+8.3%	Q4 2020
TTETotalEnergies SE	$1.88M	0.46%	0.00%	Not reported	Q3 2022
PANWPalo Alto Networks Inc	$1.85M	0.45%	0.00%	+2.4%	Q3 2025
IBNIcici Bank Ltd	$1.85M	0.45%	Not reported	-1.8%	Q4 2020
CATCaterpillar Inc	$1.83M	0.45%	0.00%	+0.4%	Q4 2020
YUMCYum China Holdings, Inc.	$1.75M	0.43%	0.01%	-22.5%	Q4 2020
MMM3m Co	$1.74M	0.42%	0.00%	+9.8%	Q4 2020
SIVRabrdn Silver ETF Trust	$1.73M	0.42%	0.03%	-16.5%	Q4 2020
CBChubb Ltd	$1.64M	0.40%	0.00%	-49.8%	Q4 2020
TELTE Connectivity plc	$1.63M	0.40%	0.00%	+0.6%	Q4 2020
TJXTJX Companies Inc	$1.62M	0.39%	0.00%	+0.2%	Q4 2020
MFGMizuho Financial Group Inc	$1.59M	0.39%	0.01%	-0.5%	Q1 2025
BKNGBooking Holdings Inc.	$1.57M	0.38%	0.00%	+5.1%	Q4 2020

Q4 2025Reported Jan 12, 2026336 positions
FBTCFidelity Wise Origin Bitcoin Fund	$22.7M	5.59%	0.13%	-3.2%	Q1 2024
AVGOBroadcom Inc.	$5.87M	1.44%	0.00%	-0.6%	Q4 2020
AAPLApple Inc.	$5.49M	1.35%	0.00%	+0.3%	Q4 2020
NVDANvidia Corp	$5.42M	1.33%	0.00%	+2.1%	Q4 2020
UCIBUBS AG	$4.85M	1.19%	Not reported	+2.6%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$3.85M	0.95%	0.03%	-11.8%	Q1 2024
LRCXLam Research Corp	$3.4M	0.84%	0.00%	-7.5%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.16M	0.78%	0.00%	-3.2%	Q4 2020
CBChubb Ltd	$3.14M	0.77%	0.00%	-3.0%	Q4 2020
LINLinde PLC	$3M	0.74%	0.00%	-8.5%	Q4 2020
ZTOZTO Express (Cayman) Inc.	$2.86M	0.70%	0.02%	-0.6%	Q3 2024
ASXASE Technology Holding Co., Ltd.	$2.78M	0.68%	0.00%	-31.2%	Q4 2021
ASMLAsml Holding NV	$2.77M	0.68%	0.00%	-13.1%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.69M	0.66%	0.00%	-2.0%	Q2 2022
TAKTakeda Pharmaceutical Co Ltd	$2.6M	0.64%	0.01%	+0.2%	Q3 2022
GILGildan Activewear Inc.	$2.6M	0.64%	0.02%	-1.9%	Q3 2024
UBSUBS Group AG	$2.53M	0.62%	0.00%	-5.8%	Q3 2022
ALCAlcon Inc	$2.45M	0.60%	0.01%	+46.6%	Q4 2020
SGOLabrdn Gold ETF Trust	$2.37M	0.58%	0.03%	-3.2%	Q4 2020
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.32M	0.57%	0.01%	-0.9%	Q3 2023
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK	$2.29M	0.56%	Not reported	-7.1%	Q4 2020
LLYELI LILLY & Co	$2.29M	0.56%	0.00%	-1.0%	Q4 2020
ADIAnalog Devices Inc	$2.27M	0.56%	0.00%	+2.5%	Q4 2020
SAPSap SE	$2.27M	0.56%	0.00%	+8.9%	Q4 2020
AONAon plc	$2.27M	0.56%	0.00%	-8.3%	Q4 2020
HDBHDFC Bank Ltd	$2.25M	0.55%	0.00%	+0.4%	Q4 2020
MUMicron Technology Inc	$2.24M	0.55%	0.00%	-7.6%	Q4 2020
YUMCYum China Holdings, Inc.	$2.21M	0.54%	0.01%	-3.4%	Q4 2020
VVisa Inc.	$2.17M	0.53%	0.00%	+4.3%	Q2 2024
CPCanadian Pacific Kansas City Ltd	$2.17M	0.53%	0.00%	+11.6%	Q4 2020
IBNIcici Bank Ltd	$2.17M	0.53%	Not reported	-0.5%	Q4 2020
PANWPalo Alto Networks Inc	$2.08M	0.51%	0.00%	+1.8%	Q3 2025
CWCurtiss Wright Corp	$2.05M	0.50%	0.01%	-10.8%	Q4 2020
ORLYO Reilly Automotive Inc	$1.99M	0.49%	0.00%	+4.2%	Q4 2020
ENSGEnsign Group, Inc	$1.99M	0.49%	0.02%	+0.8%	Q4 2020
BSXBoston Scientific Corp	$1.98M	0.49%	0.00%	+2.8%	Q4 2020
SIVRabrdn Silver ETF Trust	$1.96M	0.48%	0.04%	-5.8%	Q4 2020
MUFGMitsubishi Ufj Financial Group Inc	$1.96M	0.48%	0.00%	-13.8%	Q3 2022
BLKBlackRock, Inc.	$1.94M	0.48%	0.00%	-2.3%	Q4 2020
BZKanzhun Ltd	$1.94M	0.48%	0.10%	-22.0%	Q2 2025
RACEFerrari N.V.	$1.93M	0.47%	0.00%	+2.5%	Q4 2020
PHGKoninklijke Philips NV	$1.92M	0.47%	0.01%	-4.1%	Q4 2020
BKNGBooking Holdings Inc.	$1.9M	0.47%	0.00%	+6.3%	Q4 2020
TXNTexas Instruments Inc	$1.79M	0.44%	0.00%	-2.1%	Q4 2020
NOWServiceNow, Inc.	$1.78M	0.44%	0.00%	+5.6%	Q2 2022
TELTE Connectivity plc	$1.76M	0.43%	0.00%	-0.6%	Q4 2020
MMM3m Co	$1.74M	0.43%	0.00%	+9.0%	Q4 2020
ADBEAdobe Inc.	$1.7M	0.42%	0.00%	+18.2%	Q4 2020
ISRGIntuitive Surgical Inc	$1.65M	0.41%	0.00%	+1.6%	Q4 2020
MDTMedtronic plc	$1.59M	0.39%	0.00%	-0.6%	Q4 2020

Q3 2025Reported Oct 14, 2025333 positions
FBTCFidelity Wise Origin Bitcoin Fund	$30.8M	7.48%	0.13%	+1.0%	Q1 2024
GBTCGrayscale Bitcoin Trust ETF	$5.73M	1.39%	0.03%	-1.0%	Q1 2024
AVGOBroadcom Inc.	$5.63M	1.37%	0.00%	-17.3%	Q4 2020
NVDANvidia Corp	$5.32M	1.29%	0.00%	-18.3%	Q4 2020
AAPLApple Inc.	$5.12M	1.24%	0.00%	-1.9%	Q4 2020
UCIBUBS AG	$4.57M	1.11%	Not reported	+8.8%	Q4 2020
LINLinde PLC	$3.65M	0.89%	0.00%	+12.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3M	0.73%	0.00%	-6.0%	Q4 2020
CBChubb Ltd	$2.92M	0.71%	0.00%	+42.1%	Q4 2020
ASMLAsml Holding NV	$2.89M	0.70%	0.00%	-13.3%	Q4 2020
LRCXLam Research Corp	$2.88M	0.70%	0.00%	+62.5%	Q4 2020
BZKanzhun Ltd	$2.85M	0.69%	0.12%	-16.7%	Q2 2025
ASXASE Technology Holding Co., Ltd.	$2.78M	0.67%	0.01%	-1.1%	Q4 2021
ZTOZTO Express (Cayman) Inc.	$2.65M	0.64%	0.02%	+0.5%	Q3 2024
AONAon plc	$2.5M	0.61%	0.00%	+115.9%	Q4 2020
RACEFerrari N.V.	$2.48M	0.60%	0.00%	+1.6%	Q4 2020
GILGildan Activewear Inc.	$2.45M	0.60%	0.03%	+14.2%	Q3 2024
TAKTakeda Pharmaceutical Co Ltd	$2.44M	0.59%	0.01%	+1.0%	Q3 2022
KLACKla Corp	$2.39M	0.58%	0.00%	-10.1%	Q2 2024
UBSUBS Group AG	$2.38M	0.58%	0.00%	-30.5%	Q3 2022
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.33M	0.57%	0.01%	+0.5%	Q3 2023
SAPSap SE	$2.29M	0.56%	0.00%	+0.4%	Q4 2020
MUFGMitsubishi Ufj Financial Group Inc	$2.28M	0.55%	0.00%	+0.3%	Q3 2022
CWCurtiss Wright Corp	$2.26M	0.55%	0.01%	-6.6%	Q4 2020
PANWPalo Alto Networks Inc	$2.26M	0.55%	0.00%	New	Q3 2025
ORLYO Reilly Automotive Inc	$2.25M	0.55%	0.00%	-15.7%	Q4 2020
IBNIcici Bank Ltd	$2.21M	0.54%	Not reported	+0.9%	Q4 2020
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK	$2.21M	0.54%	Not reported	-2.0%	Q4 2020
SGOLabrdn Gold ETF Trust	$2.2M	0.53%	0.03%	+4.4%	Q4 2020
BLKBlackRock, Inc.	$2.16M	0.53%	0.00%	+117.6%	Q4 2020
HDBHDFC Bank Ltd	$2.09M	0.51%	0.00%	+1.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.08M	0.50%	0.00%	-17.3%	Q2 2022
YUMCYum China Holdings, Inc.	$2.06M	0.50%	0.01%	+0.8%	Q4 2020
VVisa Inc.	$2.03M	0.49%	0.00%	-2.8%	Q2 2024
NOWServiceNow, Inc.	$2.02M	0.49%	0.00%	-11.1%	Q2 2022
PHGKoninklijke Philips NV	$2.02M	0.49%	0.01%	+25.4%	Q4 2020
ADIAnalog Devices Inc	$2.01M	0.49%	0.00%	-3.1%	Q4 2020
BSXBoston Scientific Corp	$1.98M	0.48%	0.00%	-9.9%	Q4 2020
CPCanadian Pacific Kansas City Ltd	$1.97M	0.48%	0.00%	+1.3%	Q4 2020
ADPAutomatic Data Processing Inc	$1.96M	0.48%	0.00%	+165.6%	Q4 2020
ENSGEnsign Group, Inc	$1.95M	0.47%	0.02%	-3.9%	Q4 2020
TXNTexas Instruments Inc	$1.93M	0.47%	0.00%	+119.2%	Q4 2020
CLColgate Palmolive Co	$1.89M	0.46%	0.00%	+239.7%	Q4 2020
BKNGBooking Holdings Inc.	$1.8M	0.44%	0.00%	-24.7%	Q4 2020
TELTE Connectivity plc	$1.71M	0.42%	0.00%	-37.9%	Q4 2020
BHPBHP Group Ltd	$1.69M	0.41%	0.00%	-0.8%	Q1 2021
CNICanadian National Railway Co	$1.69M	0.41%	0.00%	+1.5%	Q4 2020
LLYELI LILLY & Co	$1.64M	0.40%	0.00%	-34.1%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$1.63M	0.40%	0.01%	+1.9%	Q4 2020
BBVABanco Bilbao Vizcaya Argentaria, S.A.	$1.61M	0.39%	0.00%	-1.2%	Q4 2020

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