Legacy Wealth Asset Management, LLC ETF holdings
Woodbury, MN
Reported $97.2M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.2M
ETFs held
32
Change from prior quarter
+1.1%
With price moves
ETFs as a share of its 13F
21.3%
of $455.6M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | $15.4M | 301,367 | −862 shares |
| MLPA | Global X MLP ETF | $12.1M | 227,634 | −178 shares |
| WWJD | Inspire International ETF | $11.2M | 292,460 | +10,991 shares |
| TFLO | iShares Treasury Floating Rate Bond ETF | $10.9M | 215,534 | +15,877 shares |
| PTL | Inspire 500 ETF | $8.2M | 28,803 | +512 shares |
| ESUM | Eventide US Market ETF | $8.0M | 261,253 | +10,998 shares |
| UCIB | UBS ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B | $5.4M | 166,719 | −6,129 shares |
| IBD | Inspire Corporate Bond ETF | $4.4M | 184,769 | +14,223 shares |
| GBTC | Grayscale Bitcoin Trust ETF | $2.5M | 55,149 | −311 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $2.1M | 42,252 | +18 shares |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001846151. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Wealth Asset Management, LLC own?
Legacy Wealth Asset Management, LLC reported 32 ETF positions worth $97.2M in its Form 13F for June 30, 2026. The largest was FBTC, at $15.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.