Legacy Wealth Asset Management, LLC - Portfolio Stock Holdings
Legacy Wealth Asset Management, LLC disclosed 404 stock positions in a recent SEC 13F filing. $453,385,685 of stock holdings were filed, with the largest holdings including FBTC, MLPA, and WWJD. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $546,000,000 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
404Est. Stock Holding Value:
$453,385,685Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Wealth Asset Management, LLC
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