Legacy Wealth Asset Management, LLC
All 13F Filings
- Location
- Woodbury, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 456,264
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 357 | 456,264 | 13F-HR | Legacy Wealth Asset Management, LLC |
| Q2 2026 | 7/9/2026 | 380 | 455,635 | 13F-HR | Legacy Wealth Asset Management, LLC |
| Q1 2026 | 4/8/2026 | 374 | 410,984 | 13F-HR | Legacy Wealth Asset Management, LLC |
| Q4 2025 | 1/12/2026 | 365 | 407,061 | 13F-HR | Legacy Wealth Asset Management, LLC |
| Q3 2025 | 10/14/2025 | 359 | 411,514 | 13F-HR | Legacy Wealth Asset Management, LLC |
| Q2 2025 | 7/30/2025 | 349 | 393,475 | 13F-HR | Legacy Wealth Asset Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 395 K | 88.8% | 0 | 1.488 K | -1.488 K |
| ETFs | 49.46 K | 11.1% | 1.517 K | 0 | 1.517 K |
| Other | 205 | 0.0% | 0 | 47 | -47 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
456,264
Holdings
357
QoQ value change ($000)
629
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.