Legacy Wealth Asset Management, LLC - Portfolio overview

Legacy Wealth Asset Management, LLC has 415 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FBTC - FIDELITY WISE ORIGIN BITCOIN, 4.09%
2. MLPA - GLOBAL X FDS, 2.81%
3. WWJD - NORTHERN LTS FD TR IV, 2.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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