Grufity logo
Grufity logo

Latest Legacy Wealth Asset Management, LLC Stock Portfolio

$455Million | No. of Holdings #378

Legacy Wealth Asset Management, LLC Performance

2026 Q2+10.48%
YTD+8.89%
2025+10.43%

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

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Wealth Asset Management, LLC reported an equity portfolio of $455.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legacy Wealth Asset Management, LLC are , AGNG, BIBL. The fund has invested 3.4% of it's portfolio in FIDELITY WISE ORIGIN BITCOIN and 2.6% of portfolio in GLOBAL X FDS. <br><br> The fund managers got completely rid off MIZUHO FINANCIAL GROUP INC (MFG), ENI SPA (E) and BARRICK MNG CORP stocks. They significantly reduced their stock positions in BHP BILLITON LIMITED (BHP), LIVE NATION ENTERTAINMENT IN (LYV) and MSA SAFETY INC (MSA). Legacy Wealth Asset Management, LLC opened new stock positions in MAGNUM ICE CREAM CO NV, ENTEGRIS INC (ENTG) and CREDO TECHNOLOGY GROUP HOLDI (CRDO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), CHECK POINT SOFTWARE TECH LT (CHKP) and GENMAB A/S (GMAB).
Legacy Wealth Asset Management, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$455Million
  as of Jul 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 10.48% in the last quarter. In trailing 12 months, it's portfolio return was 12.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
magnum ice cream co nv2,637,700
entegris inc766,204
credo technology group holdi748,134
moog inc527,681
pricesmart inc506,712
globant s a491,170
iron mtn inc del408,171
badger meter inc351,364
New stocks bought by Legacy Wealth Asset Management, LLC

Additions

Ticker% Inc.
vanguard index fds500
check point software tech lt250
genmab a/s164
rb global inc127
silicon motion technology co92.3
telefonaktiebolaget lm erics74.03
waste connections inc68.13
digital rlty tr inc59.39
Additions to existing portfolio by Legacy Wealth Asset Management, LLC

Reductions

Ticker% Reduced
bhp billiton limited-57.12
live nation entertainment in-52.32
msa safety inc-39.57
gildan activewear inc-37.00
armstrong world inds inc new-32.23
new york times co mtn be-30.00
tetra tech inc new-29.83
texas roadhouse inc-25.04
Legacy Wealth Asset Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
mizuho financial group inc-1,589,610
barrick mng corp-1,210,730
coupang inc-509,798
zai lab ltd-468,839
eni spa-1,350,770
lkq corp-439,816
patterson-uti energy inc-120,440
lemaitre vascular inc-848,142
Legacy Wealth Asset Management, LLC got rid off the above stocks

Sector Distribution

Legacy Wealth Asset Management, LLC has about 47.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Real Estate
  • Consumer Defensive
  • Basic Materials
  • Energy
  • Utilities
Sector%
Others47.3
Technology18.6
Industrials9.5
Financial Services5.9
Healthcare4.6
Consumer Cyclical4.3
Real Estate3.3
Consumer Defensive1.8
Basic Materials1.6
Energy1.3
Utilities1.1

Market Cap. Distribution

Legacy Wealth Asset Management, LLC has about 45.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED47.4
LARGE-CAP31.1
MEGA-CAP14.6
MID-CAP6.3

Stocks belong to which Index?

About 42.4% 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%
Others57.6
S&P 50037.2
RUSSELL 20005.2
Top 5 Winners (%)%
sandisk corp
250.8 %
MU
micron technology inc
230.3 %
AMD
advanced micro devices inc
173.3 %
YNDX
nebius group n.v.
164.3 %
STX
seagate technology hldngs pl
143.4 %
Top 5 Winners ($)$
MU
micron technology inc
5.7 M
AMD
advanced micro devices inc
4.4 M
LRCX
lam research corp
3.6 M
ASX
ase technology hldg co ltd
3.5 M
PANW
palo alto networks inc
2.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
ZTS
zoetis inc
-39.1 %
ACN
accenture plc ireland
-37.1 %
CTSH
cognizant technology solutio
-36.8 %
karman hldgs inc
-34.6 %
Top 5 Losers ($)$
fidelity wise origin bitcoin
-2.4 M
VB
vanguard index fds
-0.9 M
TLK
telekomunikasi ind
-0.7 M
ENSG
ensign group inc
-0.5 M
BSX
boston scientific corp
-0.5 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 378 stocks in it's portfolio. About 20.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Legacy Wealth Asset Management, LLC last quarter.

$455.63MTotal Value
406Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Wealth Asset Management, LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Wealth Asset Management, LLC's holding in Ishares Tr over time
0.08%4,593
$351.6K
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
$321.9K
0.07%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Wealth Asset Management, LLC's holding in Ishares Tr over time
2.4%215,534
$10.91M
2.4%
increased 7.95 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
0.13%3,907
$606.1K
0.13%
decreased 0.59 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Legacy Wealth Asset Management, LLC's holding in Global X Fds over time
2.65%227,634
$12.08M
2.65%
decreased 0.08 percentreduced
ALC
Alcon Ag

Alcon Ag

ALC
Legacy Wealth Asset Management, LLC's holding in Alcon Ag over time
0.46%31,103
$2.09M
0.46%
decreased 5.8 percentreduced