Legacy Wealth Asset Management, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$407.1M
Holdings
365
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (365 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FBTCFIDELITY WISE ORIGIN BITCOIN | 298,326 | $22.7M | 5.59% | |
| 2 | MLPAGLOBAL X FDS | 215,439 | $10.4M | 2.56% | |
| 3 | WWJDNORTHERN LTS FD TR IV | 265,462 | $9.7M | 2.38% | |
| 4 | TFLOISHARES TR | 188,140 | $9.5M | 2.33% | |
| 5 | PTLNORTHERN LTS FD TR IV | 26,636 | $6.6M | 1.62% | |
| 6 | ESUMSTRATEGY SHS | 233,789 | $6.3M | 1.55% | |
| 7 | AVGOBROADCOM INC | 16,949 | $5.9M | 1.44% | |
| 8 | AAPLAPPLE INC | 20,182 | $5.5M | 1.35% | |
| 9 | NVDANVIDIA CORPORATION | 29,085 | $5.4M | 1.33% | |
| 10 | UCIBUBS AG LONDON BRANCH | 172,642 | $4.8M | 1.19% | |
| 11 | IBDNORTHERN LTS FD TR IV | 159,631 | $3.9M | 0.95% | |
| 12 | GBTCGRAYSCALE BITCOIN TRUST ETF | 56,309 | $3.8M | 0.95% | |
| 13 | LRCXLAM RESEARCH CORP | 19,889 | $3.4M | 0.84% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 10,396 | $3.2M | 0.78% | |
| 15 | CBCHUBB LIMITED | 10,053 | $3.1M | 0.77% | |
| 16 | LINLINDE PLC | 7,029 | $3.0M | 0.74% | |
| 17 | ZTOZTO EXPRESS CAYMAN INC | 136,924 | $2.9M | 0.70% | |
| 18 | ASXASE TECHNOLOGY HLDG CO LTD | 172,413 | $2.8M | 0.68% | |
| 19 | ASMLASML HOLDING N V | 2,590 | $2.8M | 0.68% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 12,568 | $2.7M | 0.66% | |
| 21 | TAKTAKEDA PHARMACEUTICAL CO LTD | 166,783 | $2.6M | 0.64% | |
| 22 | GILGILDAN ACTIVEWEAR INC | 41,621 | $2.6M | 0.64% | |
| 23 | UBSUBS GROUP AG | 54,604 | $2.5M | 0.62% | |
| 24 | ALCALCON AG | 31,053 | $2.4M | 0.60% | |
| 25 | SGOLETFS GOLD TR | 57,752 | $2.4M | 0.58% | |
| 26 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 25,550 | $2.3M | 0.57% | |
| 27 | PTIP T TELEKOMUNIKASI INDONESIA | 108,878 | $2.3M | 0.56% | |
| 28 | LLYELI LILLY & CO | 2,127 | $2.3M | 0.56% | |
| 29 | ADIANALOG DEVICES INC | 8,384 | $2.3M | 0.56% | |
| 30 | SAPSAP SE | 9,329 | $2.3M | 0.56% | |
| 31 | AONAON PLC | 6,420 | $2.3M | 0.56% | |
| 32 | HDBHDFC BANK LTD | 61,527 | $2.2M | 0.55% | |
| 33 | MUMICRON TECHNOLOGY INC | 7,853 | $2.2M | 0.55% | |
| 34 | YUMCYUM CHINA HLDGS INC | 46,390 | $2.2M | 0.54% | |
| 35 | VVISA INC | 6,197 | $2.2M | 0.53% | |
| 36 | CPCANADIAN PACIFIC KANSAS CITY | 29,475 | $2.2M | 0.53% | |
| 37 | IBNICICI BANK LIMITED | 72,811 | $2.2M | 0.53% | |
| 38 | PANWPALO ALTO NETWORKS INC | 11,283 | $2.1M | 0.51% | |
| 39 | CWCURTISS WRIGHT CORP | 3,719 | $2.0M | 0.50% | |
| 40 | ORLYOREILLY AUTOMOTIVE INC | 21,793 | $2.0M | 0.49% | |
| 41 | ENSGENSIGN GROUP INC | 11,404 | $2.0M | 0.49% | |
| 42 | BSXBOSTON SCIENTIFIC CORP | 20,801 | $2.0M | 0.49% | |
| 43 | SIVRABRDN SILVER ETF TRUST | 28,958 | $2.0M | 0.48% | |
| 44 | MUFGMITSUBISHI UFJ FINL GROUP IN | 123,321 | $2.0M | 0.48% | |
| 45 | BLKBLACKROCK INC | 1,814 | $1.9M | 0.48% | |
| 46 | BZKANZHUN LIMITED | 95,064 | $1.9M | 0.48% | |
| 47 | RACEFERRARI N V | 5,227 | $1.9M | 0.47% | |
| 48 | PHGKONINKLIJKE PHILIPS N V | 70,953 | $1.9M | 0.47% | |
| 49 | BKNGBOOKING HOLDINGS INC | 354 | $1.9M | 0.47% | |
| 50 | USFRWISDOMTREE TR | 37,592 | $1.9M | 0.46% | |
| 51 | TXNTEXAS INSTRS INC | 10,291 | $1.8M | 0.44% | |
| 52 | NOWSERVICENOW INC | 11,610 | $1.8M | 0.44% | |
| 53 | TELTE CONNECTIVITY PLC | 7,741 | $1.8M | 0.43% | |
| 54 | MMM3M CO | 10,883 | $1.7M | 0.43% | |
| 55 | ADBEADOBE INC | 4,849 | $1.7M | 0.42% | |
| 56 | ISRGINTUITIVE SURGICAL INC | 2,921 | $1.7M | 0.41% | |
| 57 | SHYISHARES TR | 19,596 | $1.6M | 0.40% | |
| 58 | MDTMEDTRONIC PLC | 16,579 | $1.6M | 0.39% | |
| 59 | CLCOLGATE PALMOLIVE CO | 20,118 | $1.6M | 0.39% | |
| 60 | BHPBHP GROUP LTD | 25,939 | $1.6M | 0.38% | |
| 61 | TJXTJX COS INC NEW | 10,108 | $1.6M | 0.38% | |
| 62 | CNRCANADIAN NATL RY CO | 15,626 | $1.5M | 0.38% | |
| 63 | ADPAUTOMATIC DATA PROCESSING IN | 5,987 | $1.5M | 0.38% | |
| 64 | EQIXEQUINIX INC | 1,980 | $1.5M | 0.37% | |
| 65 | SPGSIMON PPTY GROUP INC NEW | 8,035 | $1.5M | 0.37% | |
| 66 | CATCATERPILLAR INC | 2,578 | $1.5M | 0.36% | |
| 67 | MFGMIZUHO FINANCIAL GROUP INC | 201,224 | $1.5M | 0.36% | |
| 68 | BBVABANCO BILBAO VIZCAYA ARGENTA | 63,173 | $1.5M | 0.36% | |
| 69 | ICEINTERCONTINENTAL EXCHANGE IN | 8,995 | $1.5M | 0.36% | |
| 70 | VGLTVANGUARD SCOTTSDALE FDS | 26,052 | $1.5M | 0.36% | |
| 71 | VGSHVANGUARD SCOTTSDALE FDS | 24,508 | $1.4M | 0.35% | |
| 72 | CHKPCHECK POINT SOFTWARE TECH LT | 7,631 | $1.4M | 0.35% | |
| 73 | APHAMPHENOL CORP NEW | 10,458 | $1.4M | 0.35% | |
| 74 | MCDMCDONALDS CORP | 4,552 | $1.4M | 0.34% | |
| 75 | WCNWASTE CONNECTIONS INC | 7,886 | $1.4M | 0.34% | |
| 76 | BBARRICK MNG CORP | 31,703 | $1.4M | 0.34% | |
| 77 | 7HPHP INC | 61,914 | $1.4M | 0.34% | |
| 78 | FSSFEDERAL SIGNAL CORP | 12,649 | $1.4M | 0.34% | |
| 79 | TMTOYOTA MOTOR CORP | 6,370 | $1.4M | 0.33% | |
| 80 | IWBISHARES TR | 3,601 | $1.3M | 0.33% | |
| 81 | EMBJEMBRAER S.A. | 20,774 | $1.3M | 0.33% | |
| 82 | SNPSSYNOPSYS INC | 2,804 | $1.3M | 0.32% | |
| 83 | HMCHONDA MOTOR LTD | 43,993 | $1.3M | 0.32% | |
| 84 | EVREVERCORE INC | 3,806 | $1.3M | 0.32% | |
| 85 | PLTRPALANTIR TECHNOLOGIES INC | 7,160 | $1.3M | 0.31% | |
| 86 | SCHFSCHWAB STRATEGIC TR | 52,524 | $1.3M | 0.31% | |
| 87 | AMTAMERICAN TOWER CORP NEW | 7,173 | $1.3M | 0.31% | |
| 88 | ROSTROSS STORES INC | 6,989 | $1.3M | 0.31% | |
| 89 | CRWDCROWDSTRIKE HLDGS INC | 2,672 | $1.3M | 0.31% | |
| 90 | CLSCELESTICA INC | 4,145 | $1.2M | 0.30% | |
| 91 | SQMSOCIEDAD QUIMICA Y MINERA DE | 17,708 | $1.2M | 0.30% | |
| 92 | BABOEING CO | 5,596 | $1.2M | 0.30% | |
| 93 | NWGNATWEST GROUP PLC | 69,417 | $1.2M | 0.30% | |
| 94 | SCHWSCHWAB CHARLES CORP | 12,065 | $1.2M | 0.30% | |
| 95 | ADSKAUTODESK INC | 4,059 | $1.2M | 0.30% | |
| 96 | SPGIS&P GLOBAL INC | 2,203 | $1.2M | 0.28% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 3,875 | $1.1M | 0.28% | |
| 98 | BKBANK NEW YORK MELLON CORP | 9,853 | $1.1M | 0.28% | |
| 99 | IEMGISHARES INC | 16,993 | $1.1M | 0.28% | |
| 100 | BCSBARCLAYS PLC | 44,019 | $1.1M | 0.28% |
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