Legacy Wealth Asset Management, LLC: 13F holdings

CIK 18461512026Q2

Positions380
Reported value$455.6m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
FBTC FIDELITY WISE ORIGIN BITCOIN301,367$15.4m3.4%
MLPA GLOBAL X FDS227,634$12.1m2.7%
NORTHERN LTS FD TR IV292,460$11.2m2.4%
TFLO ISHARES TR215,534$10.9m2.4%
NORTHERN LTS FD TR IV28,803$8.2m1.8%
STRATEGY SHS261,253$8.0m1.8%
MU MICRON TECHNOLOGY INC6,631$7.7m1.7%
LRCX LAM RESEARCH CORP14,934$6.5m1.4%
AMD ADVANCED MICRO DEVICES INC10,904$6.3m1.4%
AVGO BROADCOM INC16,625$6.3m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1846151")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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