Legacy Wealth Asset Management, LLC
Q4 2025 13F Holdings
- Locationwoodbury, MN
- Num holdings
365
- Value ($000)
$407,061
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $22.74M | 6 % | 298,326 | ||
GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $10.43M | 3 % | 215,439 | ||
NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $9.68M | 2 % | 265,462 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $9.49M | 2 % | 188,140 | ||
NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 | $6.61M | 2 % | 26,636 | ||
STRATEGY SHS | EVENTIDE US MRKT | 86280R787 | $6.3M | 2 % | 233,789 | ||
BROADCOM INC | COM | 11135F101 | $5.87M | 1 % | 16,949 | ||
APPLE INC | COM | 037833100 | $5.49M | 1 % | 20,182 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.42M | 1 % | 29,085 | ||
UBS AG LONDON BRANCH | ETRACS UBS BLOOM | 90274D390 | $4.85M | 1 % | 172,642 |
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