Institutional Fund
Legacy Wealth Asset Management, LLC
Woodbury, MNCIK 18461515 filings on record
Portfolio Value
$410.98M
Q1 2026
Holdings
374
Reported positions
New Buys
38
Opened this quarter
QoQ Change
+1.0%
from $407.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Wise Origin Bitcoin4.3%
- Global X Fds3.0%
- Northern Lts Fd Tr IV2.6%
- Ishares Tr2.5%
- Northern Lts Fd Tr IV1.7%
- Strategy Shs1.6%
- Other84.3%
Portfolio Holdings
374 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Wise Origin Bitcoin | 302.2K | $17.84M | 4.3% | +3.9K | Added |
| 2 | Global X Fds | 227.8K | $12.27M | 3.0% | +12.4K | Added |
| 3 | Northern Lts Fd Tr IV | 281.5K | $10.52M | 2.6% | +16.0K | Added |
| 4 | Ishares Tr | 199.7K | $10.11M | 2.5% | +11.5K | Added |
| 5 | Northern Lts Fd Tr IV | 28.3K | $7.09M | 1.7% | +1.7K | Added |
| 6 | Strategy Shs | 250.3K | $6.55M | 1.6% | +16.5K | Added |
| 7 | Ubs AG London Branch | 172.8K | $5.70M | 1.4% | +206 | Added |
| 8 | Apple Inc | 20.7K | $5.24M | 1.3% | +477 | Added |
| 9 | Broadcom Inc | 16.9K | $5.23M | 1.3% | −55 | Reduced |
| 10 | Nvidia Corporation | 29.3K | $5.11M | 1.2% | +189 | Added |
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