Long-term investor
Legacy Wealth Asset Management, LLC @legacywealthassetmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846151).
Record
- Tracked since 2025-12-31 (257 days), 124 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.1%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FBTC · 3.4% · long · since 2025-12-31
- MLPA · 2.7% · long · since 2025-12-31
- WWJD · 2.4% · long · since 2025-12-31
- TFLO · 2.4% · long · since 2025-12-31
- PTL · 1.8% · long · since 2025-12-31
- ESUM · 1.8% · long · since 2025-12-31
- MU · 1.7% · long · since 2025-12-31
- LRCX · 1.4% · long · since 2025-12-31
- AMD · 1.4% · long · since 2025-12-31
- AVGO · 1.4% · long · since 2025-12-31
- ASX · 1.3% · long · since 2025-12-31
- NVDA · 1.3% · long · since 2025-12-31