1y return+12.5%S&P 500 +20.9%
3y return+43.0%S&P 500 +68.5%
5y return+32.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $152 against $200 in the S&P 500.2
Legacy Wealth Asset Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FBTCFidelity Wise Origin Bitcoin | $15.4M | 3.4% | |
| MLPAGlobal X Fds | $12.1M | 2.7% | |
| WWJDNorthern Lts Fd Tr Iv | $11.2M | 2.4% | +3.9% |
| TFLOIshares Tr | $10.9M | 2.4% | +8.0% |
| PTLNorthern Lts Fd Tr Iv | $8.2M | 1.8% | +1.8% |
| ESUMStrategy Shs | $8.0M | 1.8% | +4.4% |
| MUMicron Technology Inc | $7.7M | 1.7% | −9.4% |
| LRCXLam Research Corp | $6.5M | 1.4% | −17.1% |
| AMDAdvanced Micro Devices Inc | $6.3M | 1.4% | −13.2% |
| AVGOBroadcom Inc | $6.3M | 1.4% | −1.6% |
| ASXAse Technology Hldg Co Ltd | $6.1M | 1.3% | −15.9% |
| NVDANvidia Corporation | $5.8M | 1.3% | |
| AAPLApple Inc | $5.5M | 1.2% | −8.1% |
| UCIBUbs Ag London Branch | $5.4M | 1.2% | −3.5% |
| TSMTaiwan Semiconductor Manufac | $4.4M | 1.0% | −4.5% |
| IBDNorthern Lts Fd Tr Iv | $4.4M | 1.0% | +8.3% |
| Asml Hldg NvCUSIP N07059210 | $4.1M | 0.9% | −8.6% |
| Linde PLCCUSIP G54950103 | $4.0M | 0.9% | |
| PANWPalo Alto Networks Inc | $3.9M | 0.8% | −2.1% |
| TXNTexas Instrs Inc | $3.2M | 0.7% | −4.7% |
| ADIAnalog Devices Inc | $3.2M | 0.7% | −4.0% |
| RBARb Global Inc | $3.1M | 0.7% | +127.3% |
| CNICanadian Natl Ry Co | $3.0M | 0.7% | |
| HDBHdfc Bank Ltd | $2.9M | 0.6% | +39.9% |
| GMABGenmab A/s | $2.8M | 0.6% | +164.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $5.8M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $6.3M |
| AMDAdvanced Micro Devices Inc | June 30, 2022 | +659.7% | $6.3M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $2.5M |
| CWCurtiss Wright Corp | December 31, 2020 | +551.3% | $2.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $6.5M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $2.6M |
| ASXAse Technology Hldg Co Ltd | December 31, 2021 | +477.7% | $6.1M |
| MUFGMitsubishi Ufj Financial Gro | September 30, 2022 | +341.8% | $2.7M |
| TSMTaiwan Semiconductor Manufac | December 31, 2020 | +338.0% | $4.4M |
Sold off last quarter
- MFGMizuho Financial Group Inc was $1.6M
- EEni Spa was $1.4M
- BBarrick Mng Corp was $1.2M
- Exxon Mobil CorpCUSIP 30231G102 was $1.2M
- CLSCelestica Inc was $1.1M
- ARGXArgenx Se was $897K
- LMATLemaitre Vascular Inc was $848K
- Honeywell Intl IncCUSIP 438516106 was $758K
- Ferrari N VCUSIP N3167Y103 was $670K
- CPNGCoupang Inc was $510K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | −2.1% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +11.3% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −8.5% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Wealth Asset Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1846151&type=13F-HR&dateb=&owner=include&count=40CIK 1846151
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1846151/000184615126000003/Filed July 9, 2026 · accession 0001846151-26-000003