Legacy Wealth Asset Management, LLC
Q2 2025 13F Holdings
- Locationwoodbury, MN
- Num holdings
349
- Value ($000)
$393,475
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001846151
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $28.69 M | 7 % | 305,249 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $10.43 M | 3 % | 205,826 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $9.72 M | 3 % | 193,665 | ||
WWJD NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $8.53 M | 2 % | 248,865 | ||
PTL NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 | $5.92 M | 2 % | 25,801 | ||
STRATEGY SHS | EVENTIDE US MRKT | 86280R787 | $5.77 M | 2 % | 221,970 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.69 M | 1 % | 20,631 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.51 M | 1 % | 34,882 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $5.47 M | 1 % | 64,467 | ||
AAPL APPLE INC | COM | 037833100 | $4.21 M | 1 % | 20,499 |
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