Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2026) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $456.26 million in total holdings as of June 30, 2026.Legacy Wealth Asset Management, LLC owns shares of 357 different stocks, but just 168 companies or ETFs make up 80% of its holdings.Approximately 12.02% of the portfolio was purchased this quarter.About 12.10% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 380 new stocks and bought additional shares in 164 stocks.Legacy Wealth Asset Management, LLC sold shares of 155 stocks and completely divested from 48 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $22,031,712Global X MLP ETF $12,138,937iShares Treasury Floating Rate Bond ETF $11,565,253Inspire International ETF $11,506,432STRATEGY SHS $8,038,181 Largest New Holdings this Quarter 003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $6,640,001 Holding24703L202 - Dell Technologies $1,863,997 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $1,514,155 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $1,489,308 Holding654902204 - Nokia $1,358,963 Holding Largest Purchases this Quarter abrdn Bloomberg All Commodity Strategy K-1 Free ETF 256,668 shares (about $6.64M)CrowdStrike 7,739 shares (about $2.05M)Dell Technologies 3,465 shares (about $1.86M)Inspire Corporate Bond ETF 71,372 shares (about $1.64M)Vanguard Short-Term Inflation-Protected Securities ETF 30,763 shares (about $1.51M) Largest Sales this Quarter LAM RESEARCH CORP 10,292 shares (about $3.38M)Visa 3,932 shares (about $1.41M)ASE Technology 28,656 shares (about $1.27M)Automatic Data Processing 4,655 shares (about $1.20M)Texas Instruments 3,382 shares (about $947.26K) 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$22,031,712$140,413 ▲0.6%303,3004.8%SHSMLPAGlobal X MLP ETF$12,138,937$19,699 ▲0.2%228,0042.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$11,565,253$644,166 ▲5.9%228,2472.5%ETFWWJDInspire International ETF$11,506,432$167,758 ▲1.5%296,7872.5%ETFSTRATEGY SHS$8,038,181$135,278 ▲1.7%265,7251.8%EVENTIDE US MRKTNORTHERN LTS FD TR IV$8,035,478$197,029 ▲2.5%29,5271.8%INSPIRE 500 ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$6,640,001$6,640,001 ▲New Holding256,6681.5%ETFNVDANVIDIA$6,462,248$182,019 ▼-2.7%28,2961.4%TechnologyMUMicron Technology$6,421,548$641,196 ▼-9.1%6,0291.4%TechnologyAAPLApple$6,293,571$29,973 ▼-0.5%18,8981.4%TechnologyIBDInspire Corporate Bond ETF$5,891,243$1,641,556 ▲38.6%256,1411.3%ETFAMDAdvanced Micro Devices$5,868,002$802,629 ▼-12.0%9,5921.3%TechnologyAVGOBroadcom$5,749,718$88,852 ▼-1.5%16,3721.3%TechnologyASXASE Technology$4,728,365$1,274,046 ▼-21.2%106,3511.0%TechnologyPANWPalo Alto Networks$4,176,920$317,451 ▼-7.1%10,5130.9%TechnologyTSMTaiwan Semiconductor Manufacturing$4,059,635$179,739 ▼-4.2%8,8990.9%TechnologyLINDE PLC$3,830,900$136,699 ▲3.7%8,0710.8%SHSASMLASML$3,597,977$179,355 ▼-4.7%1,9860.8%TechnologyGMABGenmab A/S$3,565,253$79,448 ▼-2.2%99,9370.8%HealthcareGRAYSCALE BITCOIN TRUST ETF$3,513,373$48,701 ▼-1.4%54,3950.8%SHS REP COM UTMUFGMitsubishi UFJ Financial Group$3,137,889$46,186 ▼-1.5%136,0160.7%FinanceADIAnalog Devices$3,125,678$36,101 ▼-1.1%7,8790.7%TechnologyTAKTakeda Pharmaceutical$3,031,655$118,144 ▲4.1%166,6660.7%HealthcareSAPSAP$3,013,161$4,378 ▲0.1%14,4530.7%TechnologyCOCA-COLA EUROPACIFIC PARTNE$2,789,600$19,325 ▲0.7%27,4270.6%SHSCNICanadian National Railway$2,773,105$225,434 ▼-7.5%23,3230.6%IndustrialsBHPBHP Group$2,770,365$1,509,558 ▲119.7%32,6540.6%MaterialsCRWDCrowdStrike$2,769,285$2,048,900 ▲284.4%10,4600.6%TechnologyMMM3M$2,570,243$19,862 ▼-0.8%15,6580.6%IndustrialsWCNWaste Connections$2,542,616$84,969 ▲3.5%16,5180.6%IndustrialsHDBHDFC Bank$2,525,224$37,688 ▲1.5%113,0360.6%FinanceUBSUBS Group$2,505,937$6,064 ▲0.2%52,0660.5%FinanceHPQHP$2,505,559$21,364 ▼-0.8%80,1010.5%TechnologyERICEricsson$2,503,623$879,791 ▲54.2%273,6200.5%TechnologySTXSeagate Technology$2,483,862$837,485 ▲50.9%2,6930.5%TechnologyTOTALENERGIES SE$2,464,110$114,827 ▼-4.5%28,8200.5%ACTUSFRWisdomTree Floating Rate Treasury Fund$2,418,521$289,440 ▲13.6%47,9960.5%ETFCHKPCheck Point Software Technologies$2,412,980$244,892 ▲11.3%18,8000.5%TechnologyENSGThe Ensign Group$2,405,248$152,392 ▲6.8%13,9840.5%HealthcareSANDISK CORP$2,333,192$989,997 ▲73.7%1,3410.5%COMVGSHVanguard Short-Term Treasury ETF$2,325,712$607,488 ▲35.4%40,4050.5%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,200,782$1,389,989 ▲171.4%49,5560.5%ETFRBARB Global$2,182,391$38,335 ▲1.8%26,8140.5%IndustrialsKOCoca-Cola$2,131,513$1,048,196 ▲96.8%24,7620.5%Consumer StaplesPHGKoninklijke Philips$2,121,208$124,911 ▲6.3%86,8280.5%HealthcareWDCWestern Digital$2,102,332$1,056,165 ▲101.0%4,6260.5%TechnologyMDTMedtronic$2,097,710$45,389 ▲2.2%24,3100.5%HealthcareEQIXEquinix$2,084,866$21,243 ▲1.0%2,0610.5%Real EstateTXNTexas Instruments$2,074,907$947,265 ▼-31.3%7,4080.5%TechnologyACNAccenture$2,074,648$1,487,864 ▲253.6%11,3140.5%TechnologyBBVABanco Bilbao Vizcaya Argentaria$1,980,693$1,046,992 ▲112.1%71,0690.4%FinanceISRGIntuitive Surgical$1,975,002$762,838 ▲62.9%4,8570.4%HealthcareHMCHonda Motor$1,969,533$664 ▼0.0%62,3270.4%Consumer DiscretionaryBKNGBooking$1,966,487$364,593 ▲22.8%12,0710.4%Consumer DiscretionaryAMGNAmgen$1,963,004$868,746 ▲79.4%4,6570.4%HealthcareIBNICICI Bank$1,949,603$40,554 ▲2.1%70,7660.4%FinanceADBEAdobe$1,937,995$534,346 ▲38.1%8,0770.4%TechnologySGOLabrdn Physical Gold Shares ETF$1,921,548$200,807 ▼-9.5%48,5730.4%ETFCATCaterpillar$1,904,579$81,891 ▼-4.1%2,3490.4%IndustrialsDELLDell Technologies$1,863,997$1,863,997 ▲New Holding3,4650.4%TechnologyARISTA NETWORKS INC$1,779,987$152,692 ▲9.4%8,7430.4%COM SHSWMWaste Management$1,775,124$1,129,513 ▲175.0%8,7050.4%IndustrialsAPHAmphenol$1,764,232$890,546 ▲101.9%20,9280.4%TechnologyLLYEli Lilly and Company$1,684,750$734,764 ▼-30.4%1,4560.4%HealthcareTMToyota Motor$1,683,971$374,806 ▲28.6%9,1970.4%Consumer DiscretionaryTE CONNECTIVITY PLC$1,676,397$22,163 ▲1.3%7,9420.4%ORD SHSCBChubb$1,650,969$9,432 ▲0.6%5,0760.4%FinanceAONAON$1,630,729$451,689 ▼-21.7%5,8920.4%FinanceTLKPT Telekomunikasi Indonesia, Tbk$1,614,584$16,244 ▲1.0%126,6340.4%Communication ServicesORLYO'Reilly Automotive$1,592,555$323,277 ▼-16.9%18,6460.3%Consumer DiscretionaryEMBRAER S.A.$1,555,132$15,139 ▼-1.0%20,6470.3%SPONSORED ADSNOWServiceNow$1,554,382$275,659 ▼-15.1%11,5990.3%TechnologyEHCEncompass Health$1,530,288$116,509 ▼-7.1%12,5960.3%HealthcareLAM RESEARCH CORP$1,525,031$3,381,219 ▼-68.9%4,6420.3%COM NEWVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,514,155$1,514,155 ▲New Holding30,7630.3%ETFCHEChemed$1,507,634$35,860 ▼-2.3%2,9850.3%HealthcareYNDXYandex$1,498,782$12,030 ▼-0.8%6,3540.3%TechnologyCSCOCisco Systems$1,492,936$62,856 ▲4.4%13,8710.3%TechnologyVGITVanguard Intermediate-Term Treasury ETF$1,489,308$1,489,308 ▲New Holding26,2850.3%ETFBZKANZHUN$1,479,186$21,993 ▼-1.5%99,9450.3%IndustrialsTJXTJX Companies$1,468,906$140,778 ▲10.6%11,1020.3%Consumer DiscretionaryVGLTVanguard Long-Term Treasury ETF$1,463,837$4,262 ▲0.3%29,1950.3%ETFBLACKROCK INC$1,460,557$633,966 ▼-30.3%1,3800.3%COMCDNSCadence Design Systems$1,458,428$288,912 ▲24.7%4,4170.3%TechnologyYUMCYum China$1,430,033$38,552 ▼-2.6%34,7940.3%Consumer DiscretionaryINGING Group$1,412,013$97,093 ▲7.4%39,7750.3%FinanceKBKB Financial Group$1,409,987$167,416 ▲13.5%11,4540.3%FinanceAMERICAN HEALTHCARE REIT INC$1,398,219$27,373 ▼-1.9%27,2770.3%COM SHSSMURFIT WESTROCK PLC$1,388,930$3,484 ▲0.3%31,4950.3%SHSICEIntercontinental Exchange$1,366,750$275,174 ▼-16.8%8,9900.3%FinanceNOKNokia$1,358,963$1,358,963 ▲New Holding134,0200.3%TechnologyFSSFederal Signal$1,351,306$2,105 ▼-0.2%12,1970.3%IndustrialsCLColgate-Palmolive$1,336,452$761,651 ▼-36.3%15,6640.3%Consumer StaplesVRTXVertex Pharmaceuticals$1,334,734$552,610 ▲70.7%2,5530.3%HealthcareSIMOSilicon Motion Technology$1,320,200$61,320 ▲4.9%4,7150.3%TechnologyMCDMcDonald's$1,317,975$248,492 ▲23.2%5,7070.3%Consumer DiscretionaryVCTRVictory Capital$1,302,647$443,948 ▼-25.4%11,7780.3%FinanceBANK OF NY MELLON CORP$1,302,419$82,007 ▼-5.9%9,0050.3%COMPAYCPaycom Software$1,278,911$304,928 ▼-19.3%5,8760.3%TechnologyMRVLMarvell Technology$1,275,606$1,275,606 ▲New Holding4,8280.3%TechnologyShowing largest 100 holdings. 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