Legacy Wealth Asset Management, LLC
CIK
1846151
City
WOODBURY
State / Country
MN
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 TLK
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,461,295 | 131,761 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,291,881 | 108,878 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,206,437 | 117,239 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,025,922 | 119,594 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,993,506 | 134,970 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,689,349 | 102,696 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,528,853 | 127,849 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,323,811 | 124,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,038,103 | 91,559 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,943,025 | 75,428 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,693,386 | 70,265 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,955,417 | 73,319 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,028,506 | 74,386 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,745,581 | 73,190 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,951,327 | 67,637 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,443,151 | 53,371 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,387,045 | 43,413 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,091,589 | 37,654 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $559,333 | 22,021 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $476,241 | 21,977 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $215,809 | 9,129 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $215,843 | 9,177 | Shares | Sole | 2021-03-25 | |
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