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Legacies Wealth LLC 13F holdings

Filed 2026-07-22 · Legacies Wealth LLC · 109 positions · $182.6M

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TickerCompanySharesValue% of portfolio
VTVVANGUARD VALUE ETF212.1K$46.2M25.3%
VUGVANGUARD GROWTH ETF457.9K$39.4M21.6%
VOEVANGUARD MID-CAP VALUE ETF95.2K$18.8M10.3%
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF100.7K$15.4M8.5%
VWOVANGUARD FTSE EMERGING MARKETS ETF181.5K$10.8M5.9%
FENIFIDELITY ENHANCED INTERNATIONAL ETF225.5K$9.1M5.0%
AAPLAPPLE INC COM24.9K$7.2M3.9%
IJRISHARES CORE S&P SMALL CAP ETF17.7K$2.6M1.4%
MAGSROUNDHILL MAGNIFICENT SEVEN ETF32.2K$2.1M1.1%
OEFISHARES S&P 100 ETF5.0K$1.8M1.0%
GOOGALPHABET INC CAP STK CL C4.6K$1.6M0.9%
MSFTMICROSOFT CORP COM4.2K$1.6M0.8%
GOOGLALPHABET INC CAP STK CL A4.3K$1.5M0.8%
JPMJPMORGAN CHASE & CO COM4.4K$1.4M0.8%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF8.7K$1.4M0.8%
VTIVANGUARD TOTAL STOCK MARKET ETF3.2K$1.2M0.6%
JAAAJANUS HENDERSON AAA CLO ETF22.9K$1.2M0.6%
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF9.3K$884,8240.5%
IWFISHARES RUSSELL 1000 GROWTH ETF6.4K$798,1650.4%
SPYSTATE STREET SPDR S&P 500 ETF1.1K$794,5630.4%
METAMETA PLATFORMS INC CL A1.4K$785,2260.4%
VBRVANGUARD SMALL CAP VALUE ETF3.0K$737,7180.4%
IVVISHARES CORE S&P 500 ETF922$690,4770.4%
UNPUNION PAC CORP COM2.4K$647,9040.4%
VVISA INC COM CL A1.9K$642,2640.4%
IWPISHARES RUSSELL MID-CAP GROWTH ETF4.4K$640,5440.4%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS1.3K$612,2450.3%
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF3.2K$598,1080.3%
IWMISHARES RUSSELL 2000 ETF1.7K$515,6380.3%
AMZNAMAZON COM INC COM2.1K$490,9800.3%
XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF5.9K$488,6180.3%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF6.6K$470,4640.3%
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF4.4K$452,1830.2%
JBBBJANUS HENDERSON B-BBB CLO ETF8.9K$419,0950.2%
DTCRGLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF13.5K$410,5420.2%
CRBNISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF1.6K$401,7160.2%
GLWCORNING INC COM1.4K$368,8410.2%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW650$325,2540.2%
PNCPNC FINL SVCS GROUP INC COM1.2K$287,5850.2%
NEENEXTERA ENERGY INC COM3.3K$287,4470.2%
AMPAMERIPRISE FINL INC COM603$276,6320.2%
ORLYOREILLY AUTOMOTIVE INC COM2.9K$267,9820.1%
FICOFAIR ISAAC CORP COM223$266,4360.1%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF4.3K$263,8290.1%
CSCOCISCO SYS INC COM2.2K$253,0090.1%
TSLATESLA INC COM570$239,7420.1%
LMTLOCKHEED MARTIN CORP COM462$235,3710.1%
QQQINVESCO QQQ TRUST SERIES I313$230,4930.1%
TRVTRAVELERS COMPANIES INC COM628$207,3150.1%
ALLALLSTATE CORP COM807$192,0180.1%
EFAISHARES MSCI EAFE ETF1.8K$191,1390.1%
MSIMOTOROLA SOLUTIONS INC COM NEW456$189,3720.1%
NXPINXP SEMICONDUCTORS N V COM659$185,1990.1%
JNJJOHNSON & JOHNSON COM713$181,1910.1%
AONAON PLC SHS CL A530$175,7960.1%
BACBANK OF AMER CORP COM3.1K$174,0740.1%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF800$152,4160.1%
ABBVABBVIE INC COM604$151,9910.1%
LOWLOWES COS INC COM656$144,6410.1%
GDGENERAL DYNAMICS CORP COM373$132,1320.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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