Legacy Wealth Asset Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing was signed by John Brocker, the Chief Compliance Officer for the firm, and was submitted on October 8, 2026.
The report lists a total of 357 individual equity securities held by the asset manager. The filing includes detailed information regarding the ownership stakes, with the largest positions including First Financial Bancorp, 3M Company, and Abbott Laboratories. The report also includes several exchange-traded funds, such as the Abrdn ETFs BBRG All Comd K1 and the Abrdn Silver ETF Trust Physical Silver Shs.
Notable holdings within the portfolio include technology companies like Apple Inc., Broadcom Inc., and Amazon.com Inc. The filing also lists significant positions in financial services, such as Bank of Montreal and Charles Schwab Corp, as well as industrial and energy companies including Caterpillar Inc., Chevron Corporation, and Deere & Co.
