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Legacy Wealth Asset Management, LLC
RIA/Wealth
Legacy Wealth Asset Management, LLC is a RIA/Wealth based in Clinton Township, MI led by Ronald Jacob Dawson, managing $405.7M across 359 long positions as of Q3 2025 with FBTC as the largest holding (8% allocation).
CEORonald Jacob Dawson
- Portfolio Value
- $405.7M
- Positions
- 359
- Top Holding
- FBTC at 7.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Wealth Asset Management, LLC's portfolio (22.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.8M | 7.58% | +$299.1K Bought | — 308.2K shares | |
ETF ETF | $10.4M | 2.56% | +$1.0M Bought | — 214.7K shares | |
ETF ETF | $9.1M | 2.24% | +$294.6K Bought | — 257.2K shares | |
ETF ETF | $8.9M | 2.20% | -$1.5M Sold | — 176.7K shares | |
ETF ETF | $6.6M | 1.62% | +$127.9K Bought | — 26.3K shares | |
Unknown Unknown | $5.7M | 1.41% | -$56.9K Sold | — 63.8K shares | |
Semiconductors Technology | $5.6M | 1.39% | -$1.2M Sold | 0.00% 17.1K shares | |
Semiconductors Technology | $5.3M | 1.31% | -$1.2M Sold | 0.00% 28.5K shares | |
Consumer Electronics Technology | $5.1M | 1.26% | -$96.5K Sold | 0.00% 20.1K shares | |
Unknown Unknown | $4.6M | 1.13% | +$371.3K Bought | — 168.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Wealth Asset Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Legacy Wealth Asset Management, LLC
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