Legacy Wealth Asset Management, LLC

Legacy Wealth Asset Management LLC runs a $410M, 374-name 13F whose granularity across 374 positions averaging roughly $1.1M each is the dominant structural signature — action is at the secondary and tertiary tier, not through a handful of large convictions. The top layer is led by FBTC (Bitcoin spot ETF, 4.3%), MLPA (MLP income ETF, 3.0%), WWJD (biblically responsible screened equities, 2.6%), TFLO (floating-rate Treasuries, 2.5%), and PTL (defiance triple-long Treasury at 1.7%) — a composition that signals a manager willing to use both thematic ETFs and leverage/specialty instruments to express tactical views, rather than running a classic single-stock equity mandate. With whaleScore of 45.75 and only 2 ETFs across the top 8, the active equity sleeve commands most of the book, and name-level changes — not vehicle-level allocations — drive the Q/Q turnover story.