Legacy Wealth Asset Management, LLC
•CIK: 1846151•Filing: Q4 2025
**Legacy Wealth Asset Management, LLC** manages $407M across a diversified portfolio of 365 positions. The fund exhibits notable concentration in digital assets and technology, with top holdings including FBTC at $22.7M and MLPA at $10.4M. Further significant allocations are observed in WWJD ($9.7M), TFLO ($9.5M), and PTL ($6.6M). This positioning suggests a strategic focus on high-growth, sector-specific opportunities.
Total AUM
$407.1M
QoQ Performance
-1.1%
Positions
347
Top 10 Concentration
25.7%
Latest Filing
Q4 2025
Top Holdings Allocation
FBTC
FBTC5.6%
MLPA2.6%
WWJD2.4%
TFLO2.3%
PTL1.6%
ESUM1.5%
AVGO1.4%
AAPL1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.6%
Technology8.9%
Financial3.2%
Healthcare2.1%
Industrial2.0%
Real Estate1.6%
Materials1.4%
Consumer1.4%
🚪 Exited Positionssold since Q3 2025
+161 more exited positions
Changes from Q3 2025
NEW7 new positions
↑93 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022