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Latest Legacy Wealth Asset Management, LLC Stock Portfolio

$456Million | No. of Holdings #355

Legacy Wealth Asset Management, LLC Performance

2026 Q3+0.56%
YTD+9.50%
2025+10.43%

About Legacy Wealth Asset Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Wealth Asset Management, LLC reported an equity portfolio of $456.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Legacy Wealth Asset Management, LLC are , AGNG, ACWF. The fund has invested 4.8% of it's portfolio in FIDELITY WISE ORIGIN BITCOIN and 2.7% of portfolio in GLOBAL X FDS. <br><br> The fund managers got completely rid off UBS AG LONDON BRANCH (AMUB), MAGNUM ICE CREAM CO NV and STMICROELECTRONICS N V (STM) stocks. They significantly reduced their stock positions in LAM RESEARCH CORP (LRCX), VISA INC (V) and AUTOMATIC DATA PROCESSING IN (ADP). Legacy Wealth Asset Management, LLC opened new stock positions in ABRDN ETFS (BCD), DELL TECHNOLOGIES INC (DELL) and VANGUARD MALVERN FDS (VTIP). The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC IRELAND (ACN), NICE LTD (NICE) and WASTE MGMT INC DEL (WM).
Legacy Wealth Asset Management, LLC Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$456Million
  as of Oct 09, 2026

Legacy Wealth Asset Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Wealth Asset Management, LLC made a return of 0.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
abrdn etfs6,640,000
dell technologies inc1,864,000
vanguard malvern fds1,514,160
vanguard scottsdale fds1,489,310
nokia corp1,358,960
marvell technology inc1,275,610
exxonmobil holdings corp1,121,840
cnh indl n v906,889
New stocks bought by Legacy Wealth Asset Management, LLC

Additions

Ticker% Inc.
accenture plc ireland253
nice ltd178
waste mgmt inc del174
vanguard scottsdale fds171
bhp billiton limited119
banco bilbao vizcaya argenta112
armstrong world inds inc new108
amphenol corp101
Additions to existing portfolio by Legacy Wealth Asset Management, LLC

Reductions

Ticker% Reduced
lam research corp-68.92
visa inc-61.33
automatic data processing in-61.07
tapestry inc-52.38
synopsys inc-44.36
charles schwab corp (the)-41.75
alcon ag-38.14
colgate palmolive co-36.3
Legacy Wealth Asset Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ubs ag london branch-5,428,840
magnum ice cream co nv-2,637,700
invesco exch traded fd tr ii-843,592
spdr series trust-763,374
stmicroelectronics n v-2,592,170
spdr series trust-818,069
boston scientific corp-1,014,890
arcelormittal sa luxembourg-1,307,500
Legacy Wealth Asset Management, LLC got rid off the above stocks

Sector Distribution

Legacy Wealth Asset Management, LLC has about 48.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Real Estate
  • Consumer Defensive
  • Basic Materials
  • Energy
  • Utilities
Sector%
Others48.5
Technology19.3
Industrials8.5
Financial Services5.2
Healthcare4.9
Consumer Cyclical4.1
Real Estate3.2
Consumer Defensive1.8
Basic Materials1.5
Energy1.3
Utilities1.1

Market Cap. Distribution

Legacy Wealth Asset Management, LLC has about 43.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED49.8
LARGE-CAP30.2
MEGA-CAP13.7
MID-CAP6.1

Stocks belong to which Index?

About 39.9% of the stocks held by Legacy Wealth Asset Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others60.1
S&P 50035.3
RUSSELL 20004.6
Top 5 Winners (%)%
PAYC
paycom software inc
66.1 %
WPP
wpp plc new
58.4 %
PLTR
palantir technologies inc
56.6 %
CTSH
cognizant technology solutio
48.2 %
HPQ
hp inc
42.4 %
Top 5 Winners ($)$
fidelity wise origin bitcoin
6.5 M
grayscale bitcoin trust etf
1.0 M
GMAB
genmab a/s
0.8 M
AAPL
apple inc
0.8 M
NVDA
nvidia corporation
0.8 M
Top 5 Losers (%)%
FICO
fair isaac corp
-46.1 %
APH
amphenol corp
-44.9 %
ELMD
electromed inc
-33.3 %
cava group inc
-31.0 %
RBA
rb global inc
-29.9 %
Top 5 Losers ($)$
APH
amphenol corp
-1.4 M
LRCX
lam research corp
-1.0 M
RBA
rb global inc
-0.9 M
WDC
western digital corp
-0.6 M
CAT
caterpillar inc
-0.6 M

Legacy Wealth Asset Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Wealth Asset Management, LLC

Legacy Wealth Asset Management, LLC has 355 stocks in it's portfolio. About 21.7% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. was the most profitable stock for Legacy Wealth Asset Management, LLC last quarter.

$456.26MTotal Value
405Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Wealth Asset Management, LLC, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Wealth Asset Management, LLC's holding in Ishares Tr over time
0.08%4,593
$363.5K
0.08%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Wealth Asset Management, LLC's holding in Ishares Tr over time
0.07%2,587
$310.0K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Wealth Asset Management, LLC's holding in Ishares Tr over time
2.54%228,247
$11.57M
2.54%
increased 5.9 percentadded
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Legacy Wealth Asset Management, LLC's holding in Agnico Eagle Mines Ltd over time
0.16%3,923
$719.0K
0.16%
increased 0.41 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Legacy Wealth Asset Management, LLC's holding in Global X Fds over time
2.66%228,004
$12.14M
2.66%
increased 0.16 percentadded
ALC
Alcon Ag

Alcon Ag

ALC
Legacy Wealth Asset Management, LLC's holding in Alcon Ag over time
0.27%19,239
$1.25M
0.27%
decreased 38.14 percentreduced