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John Brocker

Legacy Wealth Asset Management, Llc

Assets Managed
$410.984M
Holdings
374
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
0.97%(2Q avg: -0.05%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 374 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 410.984M in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of -0.05%. The portfolio is managed by John Brocker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Increased 1.31%
4.35%
$17.841M
302,229 shares@ $59.04 avg price
MLPA
Global X Mlp Etf
Recent Activity
Increased 5.75%
2.99%
$12.272M
227,812 shares@ $53.88 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 6.03%
2.57%
$10.524M
281,469 shares@ $37.4 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 6.13%
2.46%
$10.109M
199,657 shares@ $50.64 avg price
PTL
Inspire 500 Etf
Recent Activity
Increased 6.22%
1.73%
$7.088M
28,291 shares@ $250.56 avg price
EUSM
Eventide Us Market Etf
Recent Activity
Increased 7.05%
1.6%
$6.552M
250,255 shares@ $26.19 avg price
UCIB
Etracs Ubs Bbg Cons Ma Ser B
Recent Activity
Increased 0.12%
1.39%
$5.698M
172,848 shares@ $32.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.37%
1.28%
$5.243M
20,659 shares@ $253.8 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.32%
1.28%
$5.229M
16,894 shares@ $309.52 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.65%
1.25%
$5.105M
29,274 shares@ $174.41 avg price

1-10 of 374