Legacy Wealth Asset Management, LLC
Top Portfolio Positions
343 positions ·
$338,220,451 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
302,229 | $17,840,577 | 5.27% |
| AAPL |
Apple Inc.
Technology
|
20,659 | $5,243,047 | 1.55% |
| AVGO |
Broadcom Inc.
Technology
|
16,894 | $5,228,861 | 1.55% |
| 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
Holdings in SW
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,016,613 | 25,511 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $370,690 | 9,586 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $578,994 | 13,601 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $584,725 | 13,551 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $598,982 | 13,293 | Shares | Sole | 2025-04-09 | |
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