Legacy Wealth Asset Management, LLC
Top Portfolio Positions
344 positions ·
$338,925,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
302,229 | $17,840,577 | 5.26% | |
| AAPL |
Apple Inc.
Technology
|
20,659 | $5,243,047 | 1.55% | |
| AVGO |
Broadcom Inc.
Technology
|
16,894 | $5,228,861 | 1.54% | |
| NVDA |
Nvidia Corp
Technology
|
29,274 | $5,105,385 | 1.51% | |
| LIN |
Linde PLC
Basic Materials
|
7,775 | $3,854,534 | 1.14% | |
| LRCX |
Lam Research Corp
Technology
|
18,015 | $3,849,084 | 1.14% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
160,603 | $3,481,873 | 1.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
9,726 | $3,286,901 | 0.97% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
165,803 | $3,070,671 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
2,282 | $3,014,134 | 0.89% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NWG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,011,009 | 67,853 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,214,797 | 69,417 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,063,414 | 75,153 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,083,861 | 76,598 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,019,350 | 85,516 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $916,357 | 90,104 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $878,464 | 93,853 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $773,899 | 96,376 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $664,142 | 97,668 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $537,102 | 95,400 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||