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Portfolio (Quarterly) Guide ↗

Legacy Wealth Asset Management, LLC

· CIK 0001846151
13F Portfolio $411M AUM 374 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 193 Added 79 Reduced 29 Exited
Page 3 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HDB HDFC BANK LTD Financial Services 79,571.0 $2.0M 0.48% +18K +29.3% $24.88 -4.4%
42 PHG KONINKLIJKE PHILIPS N V Healthcare 71,777.0 $2.0M 0.48% +824.0 +1.2% $27.40 -2.9%
43 LLY ELI LILLY & CO Healthcare 2,110.0 $1.9M 0.47% -17.0 -0.8% $919.79 +17.8%
44 V VISA INC Financial Services 6,376.0 $1.9M 0.47% +179.0 +2.9% $302.24 +8.4%
45 BLK BLACKROCK INC Financial Services 1,965.0 $1.9M 0.46% +151.0 +8.3% $961.71 +11.3%
46 TOTALENERGIES SE 20,656.0 $1.9M 0.46% NEW $90.98
47 PANW PALO ALTO NETWORKS INC Technology 11,553.0 $1.9M 0.45% +270.0 +2.4% $160.32 +55.0%
48 ICICI BANK LIMITED 71,503.0 $1.9M 0.45% -1K -1.8% $25.90
49 CAT CATERPILLAR INC Industrials 2,589.0 $1.8M 0.45% $708.46 +28.4%
50 YUMC YUM CHINA HLDGS INC Consumer Cyclical 35,965.0 $1.8M 0.43% -10K -22.5% $48.78 -9.7%
51 MMM 3M CO Industrials 11,953.0 $1.7M 0.42% +1K +9.8% $145.23 +6.8%
52 SIVR ABRDN SILVER ETF TRUST Financial Services 24,189.0 $1.7M 0.42% -5K -16.5% $71.61 -0.9%
53 SHY ISHARES TR 20,515.0 $1.7M 0.41% +919.0 +4.7% $82.57 -0.4%
54 CB CHUBB LTD SWITZ Financial Services 5,043.0 $1.6M 0.40% -5K -49.8% $325.93 -1.6%
55 TEL TE CONNECTIVITY PLC Technology 7,785.0 $1.6M 0.40% +44.0 +0.6% $209.02 -0.1%
56 VGSH VANGUARD SCOTTSDALE FDS 27,659.0 $1.6M 0.39% +3K +12.9% $58.54 -0.4%
57 TJX TJX COS INC NEW Consumer Cyclical 10,129.0 $1.6M 0.39% $159.70 -1.7%
58 MFG MIZUHO FINANCIAL GROUP INC Financial Services 200,203.0 $1.6M 0.39% -1K -0.5% $7.94 +14.1%
59 BKNG BOOKING HOLDINGS INC Consumer Cyclical 372.0 $1.6M 0.38% +18.0 +5.1% $4210.32 -96.0%
60 WCN WASTE CONNECTIONS INC Industrials 9,496.0 $1.5M 0.38% +2K +20.4% $162.44 -6.7%
Page 3 of 19  ·  374 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.7%
Technology 24.3%
Industrials 12.0%
Healthcare 9.9%
Consumer Cyclical 8.3%
Basic Materials 4.9%
Real Estate 4.5%
Energy 4.2%
Consumer Defensive 3.2%
Communication Services 2.2%