Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2026) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $410.98 million in total holdings as of March 31, 2026.Legacy Wealth Asset Management, LLC owns shares of 374 different stocks, but just 186 companies or ETFs make up 80% of its holdings.Approximately 8.93% of the portfolio was purchased this quarter.About 6.73% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 365 new stocks and bought additional shares in 231 stocks.Legacy Wealth Asset Management, LLC sold shares of 97 stocks and completely divested from 29 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $17,840,578Global X MLP ETF $12,272,237Inspire International ETF $10,524,126iShares Treasury Floating Rate Bond ETF $10,108,655NORTHERN LTS FD TR IV $7,088,453 Largest New Holdings this Quarter F92124100 - TOTALENERGIES SE $1,879,283 HoldingG7997R103 - Seagate Technology $728,674 Holding063671101 - Bank Of Montreal $676,971 Holding31488V107 - FERGUSON ENTERPRISES INC $676,687 Holding35969L108 - Full Truck Alliance $639,764 Holding Largest Purchases this Quarter TOTALENERGIES SE 20,656 shares (about $1.88M)Canadian National Railway 9,697 shares (about $996.56K)SAP 5,011 shares (about $857.93K)Seagate Technology 1,860 shares (about $728.67K)Bank Of Montreal 5,002 shares (about $676.97K) Largest Sales this Quarter Chubb 5,010 shares (about $1.63M)Canadian Pacific Kansas City 20,672 shares (about $1.63M)Ferrari 3,246 shares (about $1.10M)iShares Core MSCI Emerging Markets ETF 11,283 shares (about $786.99K)Banco Bilbao Viscaya Argentaria 28,275 shares (about $612.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIDELITY WISE ORIGIN BITCOIN$17,840,578$230,394 ▲1.3%302,2294.3%SHSMLPAGlobal X MLP ETF$12,272,237$666,534 ▲5.7%227,8123.0%ETFWWJDInspire International ETF$10,524,126$598,502 ▲6.0%281,4692.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$10,108,655$583,107 ▲6.1%199,6572.5%ETFNORTHERN LTS FD TR IV$7,088,453$414,669 ▲6.2%28,2911.7%INSPIRE 500 ETFSTRATEGY SHS$6,551,676$431,080 ▲7.0%250,2551.6%EVENTIDE US MRKTUCIBETRACS CMCI Total Return ETN Series B$5,698,004$6,791 ▲0.1%172,8481.4%ETFAAPLApple$5,243,141$121,060 ▲2.4%20,6591.3%Computer and TechnologyAVGOBroadcom$5,228,882$17,023 ▼-0.3%16,8941.3%Computer and TechnologyNVDANVIDIA$5,105,387$32,962 ▲0.6%29,2741.2%Computer and TechnologyIBDInspire Corporate Bond ETF$4,068,716$260,399 ▲6.8%170,5461.0%ETFLINDE PLC$3,854,534$369,837 ▲10.6%7,7750.9%SHSLAM RESEARCH CORP$3,849,085$400,399 ▼-9.4%18,0150.9%COM NEWASXASE Technology$3,481,873$256,041 ▼-6.8%160,6030.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,286,902$226,427 ▼-6.4%9,7260.8%Computer and TechnologyTAKTakeda Pharmaceutical$3,070,672$18,150 ▼-0.6%165,8030.7%MedicalASMLASML$3,014,134$406,816 ▼-11.9%2,2820.7%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$2,926,070$44,793 ▼-1.5%55,4600.7%SHS REP COM UTADIAnalog Devices$2,641,835$25,451 ▼-1.0%8,3040.6%Computer and TechnologyCNICanadian National Railway$2,602,445$996,561 ▲62.1%25,3230.6%TransportationAMDAdvanced Micro Devices$2,554,877$1,831 ▼-0.1%12,5590.6%Computer and TechnologyCWCurtiss-Wright$2,546,027$12,941 ▲0.5%3,7380.6%AerospaceBHPBHP Group$2,520,805$634,002 ▲33.6%34,6550.6%Basic MaterialsALCAlcon$2,487,831$147,987 ▲6.3%33,0170.6%MedicalMUMicron Technology$2,473,664$179,393 ▼-6.8%7,3220.6%Computer and TechnologyTLKPT Telekomunikasi Indonesia, Tbk$2,461,295$427,454 ▲21.0%131,7610.6%UtilitiesSAPSAP$2,455,151$857,933 ▲53.7%14,3400.6%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$2,420,813$156,081 ▼-6.1%54,2540.6%ETFAONAON$2,411,167$338,919 ▲16.4%7,4700.6%FinanceMUFGMitsubishi UFJ Financial Group$2,357,167$264,410 ▲12.6%138,9020.6%FinanceCOCA-COLA EUROPACIFIC PARTNE$2,337,654$21,035 ▲0.9%25,7820.6%SHSGILGildan Activewear$2,273,247$42,962 ▼-1.9%40,8490.6%Consumer DiscretionaryENSGThe Ensign Group$2,249,949$47,957 ▼-2.1%11,1660.5%MedicalTXNTexas Instruments$2,199,024$201,129 ▲10.1%11,3270.5%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$2,126,053$233,678 ▲12.3%42,2340.5%FinanceCLColgate-Palmolive$2,080,805$366,148 ▲21.4%24,4140.5%Consumer StaplesORLYO'Reilly Automotive$2,064,975$53,263 ▲2.6%22,3700.5%Retail/WholesaleMDTMedtronic$2,063,396$626,826 ▲43.6%23,8130.5%MedicalUBSUBS Group$2,053,832$79,547 ▼-3.7%52,5680.5%FinanceEQIXEquinix$2,027,136$86,261 ▲4.4%2,0680.5%FinanceHDBHDFC Bank$1,979,726$448,935 ▲29.3%79,5710.5%FinancePHGKoninklijke Philips$1,966,690$22,578 ▲1.2%71,7770.5%MedicalLLYEli Lilly and Company$1,940,748$15,636 ▼-0.8%2,1100.5%MedicalVVisa$1,927,089$54,101 ▲2.9%6,3760.5%Business ServicesBLACKROCK INC$1,889,760$145,218 ▲8.3%1,9650.5%COMTOTALENERGIES SE$1,879,283$1,879,283 ▲New Holding20,6560.5%ACTPANWPalo Alto Networks$1,852,177$43,286 ▲2.4%11,5530.5%Computer and TechnologyIBNICICI Bank$1,851,928$33,877 ▼-1.8%71,5030.5%FinanceCATCaterpillar$1,834,213$7,793 ▲0.4%2,5890.4%IndustrialsYUMCYum China$1,754,373$508,532 ▼-22.5%35,9650.4%Retail/WholesaleMMM3M$1,735,935$155,396 ▲9.8%11,9530.4%Multi-Sector ConglomeratesSIVRabrdn Physical Silver Shares ETF$1,732,174$341,508 ▼-16.5%24,1890.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,693,924$75,882 ▲4.7%20,5150.4%ManufacturingCBChubb$1,643,665$1,632,909 ▼-49.8%5,0430.4%FinanceTE CONNECTIVITY PLC$1,627,221$9,197 ▲0.6%7,7850.4%ORD SHSVGSHVanguard Short-Term Treasury ETF$1,619,158$184,460 ▲12.9%27,6590.4%ETFTJXTJX Companies$1,617,601$3,354 ▲0.2%10,1290.4%Retail/WholesaleMFGMizuho Financial Group$1,589,612$8,107 ▼-0.5%200,2030.4%FinanceBKNGBooking$1,566,239$75,786 ▲5.1%3720.4%Retail/WholesaleWCNWaste Connections$1,542,530$261,528 ▲20.4%9,4960.4%Business ServicesHPQHP$1,542,429$353,061 ▲29.7%80,2930.4%Computer and TechnologyVGLTVanguard Long-Term Treasury ETF$1,534,884$92,775 ▲6.4%27,7280.4%ETFHMCHonda Motor$1,518,986$449,516 ▲42.0%62,4840.4%Auto/Tires/TrucksEQNREquinor ASA$1,515,908$570,670 ▲60.4%35,9220.4%EnergyADPAutomatic Data Processing$1,508,002$291,563 ▲24.0%7,4220.4%Computer and TechnologyICEIntercontinental Exchange$1,482,049$67,316 ▲4.8%9,4230.4%FinanceTMToyota Motor$1,452,935$140,141 ▲10.7%7,0500.4%Auto/Tires/TrucksSPGSimon Property Group$1,436,468$62,301 ▼-4.2%7,7010.3%FinanceROSTRoss Stores$1,436,257$77,770 ▼-5.1%6,6300.3%Retail/WholesaleMCDMcDonald's$1,431,188$16,472 ▲1.2%4,6050.3%Retail/WholesaleSNPSSynopsys$1,416,227$304,497 ▲27.4%3,5720.3%Computer and TechnologyBSXBoston Scientific$1,387,465$82,202 ▲6.3%22,1110.3%MedicalNOWServiceNow$1,374,728$160,902 ▲13.3%13,1490.3%Computer and TechnologyADBEAdobe$1,371,944$193,249 ▲16.4%5,6440.3%Computer and TechnologyFSSFederal Signal$1,353,048$14,815 ▼-1.1%12,5120.3%Multi-Sector ConglomeratesEENI$1,350,771$187,775 ▲16.1%23,8610.3%EnergySQMSociedad Quimica y Minera$1,348,056$85,230 ▼-5.9%16,6550.3%Basic MaterialsISRGIntuitive Surgical$1,347,474$922 ▲0.1%2,9230.3%MedicalEHCEncompass Health$1,345,708$438,671 ▲48.4%13,9120.3%MedicalAMTAmerican Tower$1,344,398$106,482 ▲8.6%7,7900.3%FinanceBZKANZHUN$1,338,264$65,357 ▲5.1%99,9450.3%Computer and TechnologyAMERICAN HEALTHCARE REIT INC$1,337,552$417,790 ▲45.4%28,3620.3%COM SHSAPHAmphenol$1,324,780$3,411 ▲0.3%10,4850.3%Computer and TechnologySLBSLB$1,278,480$5,499 ▲0.4%24,8780.3%EnergyLFUSLittelfuse$1,226,750$169,336 ▲16.0%3,6150.3%Computer and TechnologyBARRICK MNG CORP$1,210,729$82,437 ▼-6.4%29,6820.3%COM SHSNPOEnpro$1,205,125$21,055 ▼-1.7%4,8080.3%Business ServicesXOMExxonMobil$1,201,871$2,545 ▲0.2%7,0840.3%EnergyEMBRAER S.A.$1,191,903$40,826 ▼-3.3%20,0860.3%SPONSORED ADSSTMSTMicroelectronics$1,190,109$545,821 ▲84.7%34,4460.3%Computer and TechnologyMTArcelorMittal$1,168,978$54,631 ▼-4.5%22,4890.3%Basic MaterialsBKBNY$1,150,355$18,506 ▼-1.6%9,6970.3%FinanceBAPCredicorp$1,150,159$31,205 ▼-2.6%3,3910.3%FinanceERICEricsson$1,149,281$199,130 ▲21.0%101,9770.3%Computer and TechnologySHGShinhan Financial Group$1,147,175$46,481 ▲4.2%18,7080.3%FinanceSCHWCharles Schwab$1,144,774$10,902 ▲1.0%12,1810.3%FinanceVCTRVictory Capital$1,144,263$12,900 ▼-1.1%17,4750.3%FinanceCELESTICA INC$1,125,593$41,970 ▼-3.6%3,9960.3%COMINGING Group$1,123,771$139,185 ▲14.1%43,1390.3%FinanceBABoeing$1,116,558$2,786 ▲0.3%5,6100.3%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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