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 TXRH
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,111,887 | 6,733 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,070,866 | 6,451 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $958,020 | 5,766 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,044,998 | 5,576 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $927,795 | 5,568 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $568,534 | 3,151 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $550,638 | 3,118 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $503,797 | 2,934 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $216,103 | 1,399 | Shares | Sole | 2024-04-19 | |
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