Legacy Wealth Asset Management
Legacy Wealth Asset Management reported 357 stocks worth $456M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are FBTC (4.8%), MLPA (2.7%) and TFLO (2.5%). Compared with Q2 2026, the fund opened new positions in BCI, DELL and VTIP, added to FBTC, MLPA and TFLO, trimmed NVDA, MU and AAPL and sold out of UCIB, MICC and STM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FBTC Fidelity Wise Origin Bitcoin | $22M | 4.8% | 303K | +1,933 (+1%) | 8 of 8 | |
| 2 |  MLPA Global X Mlp ETF | $12.1M | 2.7% | 228K | +370 (+0%) | 8 of 8 | |
| 3 |  TFLO Ishares TR | $11.6M | 2.5% | 228K | +13K (+6%) | 8 of 8 | |
| 4 |  WWJD Inspire Intl | $11.5M | 2.5% | 297K | +4,327 (+1%) | 8 of 8 | |
| 5 |  ESUM Strategy Shs | $8M | 1.8% | 266K | +4,472 (+2%) | 6 of 8 | |
| 6 |  PTL Northern Lts FD TR IV | $8M | 1.8% | 30K | +724 (+3%) | 6 of 8 | |
| 7 |  BCI Abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $6.6M | 1.5% | 257K | New position | 1 of 8 | |
| 8 |  NVDA Nvidia Corporation | $6.5M | 1.4% | 28K | −797 (−3%) | 8 of 8 | |
| 9 |  MU Micron Technology Inc | $6.4M | 1.4% | 6,029 | −602 (−9%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $6.3M | 1.4% | 19K | −90 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 UCIB UBS AG London Branch | $5.4M | 167K |
 MICC Magnum Ice Cream Co NV | $2.6M | 152K |
 STM Stmicroelectronics N V | $2.6M | 35K |
 SHY Ishares 1-3 Year Treasry | $1.7M | 21K |
 MT Arcelormittal SA Luxembourg | $1.3M | 22K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Wealth Asset Management 13F FAQ
What does Legacy Wealth Asset Management own?
Legacy Wealth Asset Management reported 357 stocks worth $456M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are FBTC (4.8%), MLPA (2.7%) and TFLO (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 25 new positions, 164 added to, 146 trimmed and 48 sold out. New positions include BCI, DELL and VTIP. It sold all of UCIB, MICC and STM.
When will Legacy Wealth Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Asset Management's portfolio worth?
The Q3 2026 filing reports $456M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.