Legacy Wealth Asset Management, LLC holds a diversified book of 380 stocks worth $455.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Magnum Ice Cream Co NV and trimmed Fidelity Wise Origin Bitcoin. Their largest long position is Fidelity Wise Origin Bitcoin at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846151/holdings"
Use Arkolith to show Legacy Wealth Asset Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Wise Origin Bitcoin SHS | $15.4M | 301.4K | 3.4% | ▼−0.3% Reduced · −862 sh | |
| 2 | Global X FDS GLBL X MLP ETF | $12.1M | 227.6K | 2.7% | ▼−0.1% Reduced · −178 sh | |
| 3 | Northern LTS FD TR IV INSPIRE INTL ETF | $11.2M | 292.5K | 2.4% | ▲+3.9% Added · +11K sh | |
| 4 | Ishares TR TRS FLT RT BD | $10.9M | 215.5K | 2.4% | ▲+8.0% Added · +16K sh | |
| 5 | Northern LTS FD TR IV INSPIRE 500 ETF | $8.2M | 28.8K | 1.8% | ▲+1.8% Added · +512 sh | |
| 6 | Strategy SHS EVENTIDE US MRKT | $8.0M | 261.3K | 1.8% | ▲+4.4% Added · +11K sh | |
| 7 | Micron Technology Inc COM | $7.7M | 6.6K | 1.7% | ▼−9.4% Reduced · −691 sh | |
| 8 | Lam Research Corp COM NEW | $6.5M | 14.9K | 1.4% | ▼−17% Reduced · −3K sh | |
| 9 | Advanced Micro Devices Inc COM | $6.3M | 10.9K | 1.4% | ▼−13% Reduced · −2K sh | |
| 10 | Broadcom Inc COM | $6.3M | 16.6K | 1.4% | ▼−1.6% Reduced · −269 sh | |
| 11 | Ase Technology Hldg Co Ltd SPONSORED ADS | $6.1M | 135.0K | 1.3% | ▼−16% Reduced · −26K sh | |
| 12 | Nvidia Corporation COM | $5.8M | 29.1K | 1.3% | ▼−0.6% Reduced · −181 sh | |
| 13 | Apple Inc COM | $5.5M | 19.0K | 1.2% | ▼−8.1% Reduced · −2K sh | |
| 14 | UBS AG London Branch ETRA BL CO MAT 5 | $5.4M | 166.7K | 1.2% | ▼−3.5% Reduced · −6K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.4M | 9.3K | 1.0% | ▼−4.5% Reduced · −433 sh | |
| 16 | Northern LTS FD TR IV INSPIRE CORP BD | $4.4M | 184.8K | 1.0% | ▲+8.3% Added · +14K sh | |
| 17 | ASML Hldg NV N Y REGISTRY SHS | $4.1M | 2.1K | 0.9% | ▼−8.6% Reduced · −197 sh | |
| 18 | Linde PLC SHS | $4.0M | 7.8K | 0.9% | ▲+0.1% Added · +8 sh | |
| 19 | Palo Alto Networks Inc COM | $3.9M | 11.3K | 0.8% | ▼−2.1% Reduced · −241 sh | |
| 20 | Texas Instrs Inc COM | $3.2M | 10.8K | 0.7% | ▼−4.7% Reduced · −537 sh | |
| 21 | Analog Devices Inc COM | $3.2M | 8.0K | 0.7% | ▼−4.0% Reduced · −334 sh | |
| 22 | RB Global Inc COM | $3.1M | 26.3K | 0.7% | ▲+127% Added · +15K sh | |
| 23 | Canadian Natl Ry Co COM | $3.0M | 25.2K | 0.7% | ▼−0.4% Reduced · −104 sh | |
| 24 | HDFC Bank Ltd SPONSORED ADS | $2.9M | 111.3K | 0.6% | ▲+40% Added · +32K sh | |
| 25 | Genmab A/s SPONSORED ADS | $2.8M | 102.2K | 0.6% | ▲+164% Added · +63K sh | |
| 26 | Mitsubishi Ufj Financial Gro SPONSORED ADS | $2.7M | 138.0K | 0.6% | ▼−0.6% Reduced · −884 sh | |
| 27 | Coca-Cola Europacific Partne SHS | $2.7M | 27.2K | 0.6% | ▲+5.6% Added · +1K sh | |
| 28 | Waste Connections Inc COM | $2.7M | 16.0K | 0.6% | ▲+68% Added · +6K sh | |
| 29 | Magnum Ice Cream Co NV ORD SHS | $2.6M | 151.5K | 0.6% | ▲New New position | |
| 30 | Caterpillar Inc COM | $2.6M | 2.5K | 0.6% | ▼−5.4% Reduced · −139 sh | |
| 31 | Stmicroelectronics N V NY REGISTRY | $2.6M | 34.6K | 0.6% | ▲+0.5% Added · +167 sh | |
| 32 | UBS Group AG SHS | $2.6M | 51.9K | 0.6% | ▼−1.2% Reduced · −628 sh | |
| 33 | Takeda Pharmaceutical Co Ltd SPONSORED ADS | $2.6M | 160.2K | 0.6% | ▼−3.4% Reduced · −6K sh | |
| 34 | 3M Co COM | $2.6M | 15.8K | 0.6% | ▲+32% Added · +4K sh | |
| 35 | Grayscale Bitcoin Trust ETF SHS REP COM UT | $2.5M | 55.1K | 0.6% | ▼−0.6% Reduced · −311 sh | |
| 36 | Eli Lilly & Co COM | $2.5M | 2.1K | 0.6% | ▼−0.9% Reduced · −19 sh | |
| 37 | Curtiss Wright Corp COM | $2.5M | 3.3K | 0.5% | ▼−12% Reduced · −438 sh | |
| 38 | Aon PLC SHS CL A | $2.5M | 7.5K | 0.5% | ▲+0.7% Added · +54 sh | |
| 39 | Totalenergies SE ACT | $2.3M | 30.2K | 0.5% | ▲+46% Added · +10K sh | |
| 40 | Colgate Palmolive Co COM | $2.3M | 24.6K | 0.5% | ▲+0.7% Added · +177 sh | |
| 41 | Sap SE SPON ADR | $2.2M | 14.4K | 0.5% | ▲+0.6% Added · +92 sh | |
| 42 | Koninklijke Philips N V NY REGIS SHS NEW | $2.2M | 81.7K | 0.5% | ▲+14% Added · +10K sh | |
| 43 | Check Point Software Tech LT ORD | $2.2M | 16.9K | 0.5% | ▲+251% Added · +12K sh | |
| 44 | Visa Inc COM CL A | $2.2M | 6.4K | 0.5% | ▲+0.5% Added · +35 sh | |
| 45 | Wisdomtree TR FLOATNG RAT TREA | $2.1M | 42.3K | 0.5% | ▲~0% Added · +18 sh | |
| 46 | Equinix Inc COM | $2.1M | 2.0K | 0.5% | ▼−1.4% Reduced · −28 sh | |
| 47 | Ensign Group Inc COM | $2.1M | 13.1K | 0.5% | ▲+17% Added · +2K sh | |
| 48 | Alcon AG ORD SHS | $2.1M | 31.1K | 0.5% | ▼−5.8% Reduced · −2K sh | |
| 49 | Crowdstrike Hldgs Inc CL A | $2.1M | 2.7K | 0.5% | ▼−1.6% Reduced · −45 sh | |
| 50 | Oreilly Automotive Inc COM | $2.1M | 22.4K | 0.5% | ▲+0.3% Added · +61 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 380 | $455.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 374 | $411.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 365 | $407.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 359 | $411.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 349 | $393.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 339 | $361.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 348 | $367.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 345 | $372.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.