Legacy Wealth Asset Management, LLC
SEC Form 13F institutional filer · CIK 0001846151
13F-HR · 156 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
22.9%
Legacy Wealth Asset Management, LLC — $163M AUM allocation strategy
Legacy Wealth Asset Management, LLC files SEC Form 13F and reports $163M of long US equity value across 156 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.1%, followed by Financials 3.8% and Consumer Staples 3.8%.
The top 10 holdings account for 23% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Wealth Asset Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$163M
total across 156 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
23% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +18.4K sh · +$163K+$SW +15.9K sh · +$646K+$MDT +7.23K sh · +$471K
Biggest trims (shares)
−$SCHW −52.4K sh · −$1.32M−$IVV −11.3K sh · −$744K−$CB −5.01K sh · −$1.49M
Exited to nil (held last quarter, gone now)
$IWM ($2.92M last qtr)$STE ($728K last qtr)$TT ($698K last qtr)$ZBH ($420K last qtr)$SNA ($344K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors12.4%—
- Technology Hardware, Storage & Peripherals3.2%—
- Soft Drinks & Non-alcoholic Beverages2.5%—
- Industrial Gases2.4%—
- Semiconductor Materials & Equipment2.4%—
- Insurance Brokers1.5%—
- Household Products1.3%—
- Automotive Retail1.3%—
- Other holdings73.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 20.7K | $5.24M | +477 | 3.2% |
| $AVGO | Broadcom Inc | 16.9K | $5.23M | -55 | 3.2% |
| $NVDA | NVIDIA Corporation | 29.3K | $5.11M | +189 | 3.1% |
| $KO | Coca-Cola Company | 42.5K | $4.08M | +272 | 2.5% |
| $LIN | Linde plc | 7.78K | $3.85M | +746 | 2.4% |
| $LRCX | Lam Research Corporation | 18K | $3.85M | -1.87K | 2.4% |
| $ADI | Analog Devices Inc | 8.3K | $2.64M | -80 | 1.6% |
| $AMD | Advanced Micro Devices Inc | 12.6K | $2.55M | -9 | 1.6% |
| $MU | Micron Technology Inc | 7.32K | $2.47M | -531 | 1.5% |
| $AON | Aon plc | 7.47K | $2.41M | +1.05K | 1.5% |
…and 146 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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