Legacy Wealth Asset Management, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$411M
Holdings
374
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2025-12-31) contained only unmappable securities. Holdings shown are carried forward from Q3 2025.
01
$FBTC
FIDELITY WISE ORIGIN BITCOIN
Q3 2025: Increased +1.0% (305.2k → 308.2k shares)
4.3%
02
$MLPA
GLOBAL X FDS
Q3 2025: Increased +10.8% (193.7k → 214.7k shares)
3.0%
03
$WWJD
NORTHERN LTS FD TR IV
Q3 2025: Increased +3.4% (248.9k → 257.2k shares)
2.6%
04
$TFLO
ISHARES TR
Q3 2025: Sold 14.1% (205.8k → 176.7k shares)
2.5%
05
$PTL
NORTHERN LTS FD TR IV
Q3 2025: Increased +2.0% (25.8k → 26.3k shares)
1.7%
06
$ESUM
STRATEGY SHS
Q3 2025: Increased +2.9% (222.0k → 228.3k shares)
1.6%
07
$UCIB
UBS AG LONDON BRANCH
Q3 2025: Increased +8.8% (154.7k → 168.4k shares)
1.4%
08
$AAPL
APPLE INC
Q3 2025: Sold 1.9% (20.5k → 20.1k shares)
1.3%
09
$AVGO
BROADCOM INC
Q3 2025: Sold 17.3% (20.6k → 17.1k shares)
1.3%
10
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 18.3% (34.9k → 28.5k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:43 UTC.