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John Brocker

Legacy Wealth Asset Management, Llc

Assets Managed
$455.635M
Holdings
380
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
10.87%(2Q avg: 5.92%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Asset Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 380 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 455.635M in assets, with a quarterly growth rate of 10.87% and a 2-quarter average growth rate of 5.92%. The portfolio is managed by John Brocker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Decreased -0.28%
3.38%
$15.385M
301,367 shares@ $51.05 avg price
MLPA
Global X Mlp Etf
Recent Activity
Decreased -0.07%
2.66%
$12.083M
227,634 shares@ $53.09 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 3.91%
2.45%
$11.152M
292,460 shares@ $38.14 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 7.96%
2.4%
$10.912M
215,534 shares@ $50.63 avg price
PTL
Inspire 500 Etf
Recent Activity
Increased 1.81%
1.81%
$8.24M
28,803 shares@ $286.09 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Increased 4.4%
1.76%
$8.003M
261,253 shares@ $30.64 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -9.43%
1.68%
$7.654M
6,631 shares@ $1154.3 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -17.1%
1.43%
$6.471M
14,934 shares@ $433.34 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -13.17%
1.4%
$6.334M
10,904 shares@ $580.92 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.59%
1.38%
$6.28M
16,625 shares@ $377.76 avg price

1-10 of 380