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Latest Legacy Wealth Asset Management, LLC Stock Portfolio

Legacy Wealth Asset Management, LLC Performance:
2026 Q1: -1.44%YTD: -1.44%2025: 10.43%
Performance for 2026 Q1 is -1.44%, and YTD is -1.44%, and 2025 is 10.43%.

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

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Wealth Asset Management, LLC reported an equity portfolio of $411 Millions as of 31 Mar, 2026.

The top stock holdings of Legacy Wealth Asset Management, LLC are , AGNG, BIBL. The fund has invested 4.3% of it's portfolio in FIDELITY WISE ORIGIN BITCOIN and 3% of portfolio in GLOBAL X FDS.

The fund managers got completely rid off ZTO EXPRESS CAYMAN INC (ZTO), ISHARES TR (IJR) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in CANADIAN PACIFIC KANSAS CITY (CP), ISHARES INC (EMGF) and FERRARI N V (RACE). Legacy Wealth Asset Management, LLC opened new stock positions in TOTALENERGIES SE, SEAGATE TECHNOLOGY HLDNGS PL (STX) and BANK MONTREAL MEDIUM (BMO). The fund showed a lot of confidence in some stocks as they added substantially to SMURFIT WESTROCK PLC, STMICROELECTRONICS N V (STM) and WPP PLC NEW (WPP).

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 -1.44% in the last quarter. In trailing 12 months, it's portfolio return was 9.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
totalenergies se1,879,280
seagate technology hldngs pl728,674
bank montreal medium676,971
ferguson enterprises inc676,687
full truck alliance co ltd639,764
teradyne inc572,761
acuity inc528,775
sandisk corp482,858
New stocks bought by Legacy Wealth Asset Management, LLC

Additions

Ticker% Inc.
smurfit westrock plc166
stmicroelectronics n v84.72
wpp plc new81.63
microsoft corp81.21
armstrong world inds inc new80.83
genmab a/s75.59
netease com inc75.51
monday com ltd75.17
Additions to existing portfolio by Legacy Wealth Asset Management, LLC

Reductions

Ticker% Reduced
canadian pacific kansas city-70.13
ishares inc-66.4
ferrari n v-62.1
ishares tr-60.49
chubb ltd switz-49.84
marzetti company-45.2
banco bilbao vizcaya argenta-44.76
public storage oper co-38.74
Legacy Wealth Asset Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
zto express cayman inc-2,860,340
schwab strategic tr-1,262,680
utz brands inc-439,946
avantor inc-424,948
perrigo co plc-250,838
james hardie inds plc-301,124
pinterest inc-240,182
ishares tr-906,952
Legacy Wealth Asset Management, LLC got rid off the above stocks

Sector Distribution

Legacy Wealth Asset Management, LLC has about 49.5% of it's holdings in Others sector.

Sector%
Others49.5
Technology14.5
Industrials8.7
Financial Services6.1
Healthcare5.4
Consumer Cyclical5
Real Estate3.3
Consumer Defensive2
Energy1.9
Basic Materials1.6
Utilities1.3

Market Cap. Distribution

Legacy Wealth Asset Management, LLC has about 43.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED49.5
LARGE-CAP31.3
MEGA-CAP12.5
MID-CAP6.1

Stocks belong to which Index?

About 40.5% of the stocks held by Legacy Wealth Asset Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others59.6
S&P 50035.7
RUSSELL 20004.8
Top 5 Winners (%)%
PBR
petroleo brasileiro s a
74.3 %
PTEN
patterson-uti energy inc
63.8 %
WDC
western digital corp
57.0 %
EQNR
equinor asa
55.6 %
AEIS
advanced energy inds
52.4 %
Top 5 Winners ($)$
AGNG
global x fds
1.2 M
ASX
ase technology hldg co ltd
0.9 M
AMUB
ubs ag london branch
0.8 M
LRCX
lam research corp
0.8 M
ASML
asml hldg nv
0.6 M
Top 5 Losers (%)%
MNDY
monday com ltd
-47.1 %
MDB
mongodb inc
-41.2 %
ICLR
icon plc
-38.1 %
FICO
fair isaac corp
-36.6 %
BZ
kanzhun limited
-33.7 %
Top 5 Losers ($)$
fidelity wise origin bitcoin
-5.2 M
grayscale bitcoin trust etf
-0.9 M
SAP
sap se
-0.8 M
HDB
hdfc bank ltd
-0.8 M
BSX
boston scientific corp
-0.7 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 372 stocks in it's portfolio. About 20.8% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AGNG was the most profitable stock for Legacy Wealth Asset Management, LLC last quarter.

Last Reported on: 08 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions