Legacy Wealth Asset Management, LLC
All 13F Filings
- Location
- Woodbury, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 410,984
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 354 K | 88.3% | 0 | 8.044 K | -8.044 K |
| ETFs | 46.61 K | 11.6% | 12.02 K | 0 | 12.02 K |
| Other | 265 | 0.1% | 0 | 681 | -681 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
410,984
Holdings
374
QoQ value change ($000)
3,923
(1.0%)
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.