Q2 2026 13F · SEC CIK 1755933

Legacies Wealth LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $182.6M
Reported positions: 109
Top holdings a year, 3 yrs: +19.6%
Assets under management: $505.4M

Legacies Wealth LLC is a wealth manager that reported 109 positions worth $182.6M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Vanguard Value ETF (VTV, 25.3%), Vanguard Indx Fd (VUG, 21.6%), Vanguard Index Fds (VOE, 10.3%). A portfolio copying its top holdings returned 19.6% a year over the last 3 years, against 20.4% for the S&P 500.

Legacies Wealth LLC holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacies Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	25.3%	25.3%	212,071	+4.4%	$46.2M
VUGVanguard Indx Fd	21.6%	20.1%	457,940	+531.9%	$39.4M
VOEVanguard Index Fds	10.3%	10.7%	95,248	+4.5%	$18.8M
VIOGVanguard Admiral Fds Inc	8.5%	7.5%	100,694	+5.4%	$15.4M
VWOVanguard Intl Equity Index F	5.9%	5.9%	181,522	+5.0%	$10.8M
FENIFidelity Enhanced International ETF	5.0%	5.0%	225,546	+6.0%	$9.1M
AAPLApple Inc	3.9%	4.0%	24,866	+0.0%	$7.2M
IJRIshares Core S&p Small Cap ETF	1.4%	1.4%	17,686	-0.1%	$2.6M
MAGSListed Fds Tr	1.1%	—	32,208	—	$2.1M
OEFIshares S&p 100 ETF	1.0%	1.0%	4,999	-3.5%	$1.8M
GOOGAlphabet Inc	0.9%	0.8%	4,593	+0.0%	$1.6M
MSFTMicrosoft Corp	0.8%	1.0%	4,158	+0.0%	$1.6M
GOOGLAlphabet Inc	0.8%	0.8%	4,320	+0.0%	$1.5M
JPMJpmorgan Chase & Co	0.8%	0.8%	4,413	+0.0%	$1.4M
VYMVym	0.8%	0.8%	8,709	+0.0%	$1.4M
VTIVanguard Index Fds	0.6%	—	3,169	—	$1.2M
JAAAJanus Detroit Str Tr	0.6%	0.6%	22,862	+15.3%	$1.2M
IXUSIshares Core Msci Total International St	0.5%	0.5%	9,271	+0.0%	$885K
IWFIshares Russell 1000 Growth ETF	0.4%	0.4%	6,428	+300.0%	$798K
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	1,064	-1.5%	$795K
METAMeta Platforms Inc Class A	0.4%	0.5%	1,394	+0.0%	$785K
VBRVanguard Small Cap Value ETF	0.4%	0.4%	3,036	+0.0%	$738K
IVVIshares Core S&p 500 ETF	0.4%	0.4%	922	+0.0%	$690K
UNPUnion Pac Corp	0.4%	0.4%	2,382	+0.0%	$648K
VVisa Inc Com Cl A	0.4%	0.4%	1,872	+0.0%	$642K
IWPIshares Russell Mid-Cap Growth ETF	0.4%	0.4%	4,375	+0.0%	$641K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	1,282	+0.0%	$612K
XLISelect Sector Spdr Tr	0.3%	0.3%	3,229	+0.0%	$598K
IWMIshares	0.3%	0.3%	1,716	+0.0%	$516K
AMZNAmazon Com Inc Com	0.3%	0.3%	2,060	+0.0%	$491K
XLPState Street Consumer Staples Select Sec	0.3%	0.3%	5,882	+0.0%	$489K
VEAVanguard Tax-Managed Fds	0.3%	0.3%	6,603	+0.0%	$470K
AVDVAvantis International Small Cap Value Et	0.2%	0.3%	4,388	+0.0%	$452K
JBBBJanus Detroit Str Tr	0.2%	0.2%	8,851	+66.0%	$419K
VPNGlobal X Fds	0.2%	—	13,518	—	$411K
CRBNIshares Msci Acwi Low Carbon	0.2%	0.2%	1,588	+3.6%	$402K
GLWCorning Inc.	0.2%	0.1%	1,444	+0.0%	$369K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	650	-3.4%	$325K
PNCPnc Finl Svcs Group Inc	0.2%	0.2%	1,168	+0.0%	$288K
NEENextera Energy Inc Com	0.2%	0.2%	3,275	+0.0%	$287K
AMPAmeriprise Finl Inc	0.2%	0.2%	603	+0.0%	$277K
ORLYO'Reilly Automotive Inc	0.1%	0.2%	2,910	+0.0%	$268K
FICOFair Isaac Corp	0.1%	0.2%	223	+0.0%	$266K
SPYVSpdr Series Trust	0.1%	0.2%	4,340	+0.0%	$264K
CSCOCisco Sys Inc	0.1%	—	2,154	—	$253K
TSLATesla Inc Com	0.1%	0.1%	570	+0.0%	$240K
LMTLockheed Martin Corp Com	0.1%	0.2%	462	+0.0%	$235K
QQQInvesco Qqq Tr	0.1%	3.4%	313	-96.6%	$230K
TRVTravelers Companies Inc	0.1%	0.1%	628	+0.0%	$207K
ALLAllstate Corp	0.1%	0.1%	807	+0.0%	$192K

What Legacies Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+531.9% shares
IWF Ishares Russell 1000 Growth ETF+300.0% shares
JBBB Janus Detroit Str Tr+66.0% shares
JAAA Janus Detroit Str Tr+15.3% shares
FENI Fidelity Enhanced International ETF+6.0% shares
VIOG Vanguard Admiral Fds Inc+5.4% shares

Reduced

QQQ Invesco Qqq Tr-96.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.2% /yr; S&P 500 +20.1%
3 years: +19.6% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$182.6M	109
Q1 2026	$157.6M	107
Q4 2025	$176.9M	118
Q3 2025	$155.2M	112
Q2 2025	$150.6M	110
Q1 2025	$135.3M	110
Q4 2024	$129.0M	109
Q3 2024	$125.9M	109
Q2 2024	$114.4M	110
Q1 2024	$113.0M	110
Q4 2023	$108.8M	128
Q3 2023	$86.4M	126

Questions about Legacies Wealth LLC's portfolio

What stocks does Legacies Wealth LLC own?

Legacies Wealth LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 109 positions worth $182.6M. The largest are Vanguard Value ETF (VTV) at 25.3%, Vanguard Indx Fd (VUG) at 21.6%, Vanguard Index Fds (VOE) at 10.3%, Vanguard Admiral Fds Inc (VIOG) at 8.5% and Vanguard Intl Equity Index F (VWO) at 5.9%.

What did Legacies Wealth LLC buy last quarter?

In Q2 2026, Legacies Wealth LLC added Vanguard Indx Fd (VUG) (+531.9% shares), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares) and Janus Detroit Str Tr (JBBB) (+66.0% shares), compared with its Q1 2026 filing.

What did Legacies Wealth LLC sell last quarter?

In Q2 2026, Legacies Wealth LLC cut from its top 50 Bridgewater Bancshares I (BWB), cut from its top 50 Motorola Solutions Inc (MSI), cut from its top 50 iShs MSCI EAFE (EFA), cut from its top 50 Aon PLC (AON) and Invesco Qqq Tr (QQQ) (-96.6% shares), compared with its Q1 2026 filing.

How has Legacies Wealth LLC's portfolio performed?

A portfolio copying Legacies Wealth LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.2% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is Legacies Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacies Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacies Wealth LLC manage?

Legacies Wealth LLC reported $505.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $182.6M.