Legacy Wealth Asset Management, LLC Portfolio Holdings
Legacy Wealth Asset Management, LLC
- $347 Million
- Q4 2025
Legacy Wealth Asset Management, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $347 Million distributed in 365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Global X Mlp ETF with a value of $10.5M, Service Now, Inc. with a value of $9.7M, Northern Lts Fd Tr Iv Inspire with a value of $9.52M, Ishares Treasury Floating Rate with a value of $9.5M, and Broadcom Inc. with a value of $5.81M.
Examining the 13F form we can see an increase of $6.54M in the current position value, from $340M to 347M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$347 Million
Technology: $78.8 Million
ETFs: $65.1 Million
Financial Services: $50.5 Million
Industrials: $38.6 Million
Healthcare: $32.8 Million
Consumer Cyclical: $28 Million
Real Estate: $12 Million
Consumer Defensive: $9.86 Million
Other: $31.1 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 365
- Current Value $347 Million
- Prior Value $340 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 30 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks