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 | Open |
|---|---|---|---|---|---|
| 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 WPP
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,443 | 17,842 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $220,624 | 9,823 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $285,670 | 11,404 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $373,206 | 10,660 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $388,710 | 10,240 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $521,196 | 10,140 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $522,957 | 10,222 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $463,522 | 10,125 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $464,330 | 9,796 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $440,450 | 9,259 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $400,595 | 8,986 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $460,848 | 8,815 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $523,359 | 8,793 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $456,155 | 9,279 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $673,909 | 16,361 | Shares | Sole | 2022-10-14 | |
| No 13F history on record for this holder in this stock. | ||||||