Holders — by stockHoldings — by fund
Legacies Wealth LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1755933
$182.6M
disclosed book value
109
positions
25.3%
largest position share
Positions, as of 2026-06-30
top 100 of 109 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD VALUE ETF | 212,071 | $46.2M | 25.3% |
| 2 | VUGVANGUARD GROWTH ETF | 457,940 | $39.4M | 21.6% |
| 3 | VOEVANGUARD MID-CAP VALUE ETF | 95,248 | $18.8M | 10.3% |
| 4 | VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | 100,694 | $15.4M | 8.5% |
| 5 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 181,522 | $10.8M | 5.9% |
| 6 | FENIFIDELITY ENHANCED INTERNATIONAL ETF | 225,546 | $9.1M | 5% |
| 7 | AAPLAPPLE INC COM | 24,866 | $7.2M | 3.9% |
| 8 | IJRISHARES CORE S&P SMALL CAP ETF | 17,686 | $2.6M | 1.4% |
| 9 | MAGSROUNDHILL MAGNIFICENT SEVEN ETF | 32,208 | $2.1M | 1.1% |
| 10 | OEFISHARES S&P 100 ETF | 4,999 | $1.8M | 1% |
| 11 | GOOGALPHABET INC CAP STK CL C | 4,593 | $1.6M | 0.9% |
| 12 | MSFTMICROSOFT CORP COM | 4,158 | $1.6M | 0.8% |
| 13 | GOOGLALPHABET INC CAP STK CL A | 4,320 | $1.5M | 0.8% |
| 14 | JPMJPMORGAN CHASE & CO COM | 4,413 | $1.4M | 0.8% |
| 15 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8,709 | $1.4M | 0.8% |
| 16 | VTIVANGUARD TOTAL STOCK MARKET ETF | 3,169 | $1.2M | 0.6% |
| 17 | JAAAJANUS HENDERSON AAA CLO ETF | 22,862 | $1.2M | 0.6% |
| 18 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 9,271 | $884,824 | 0.5% |
| 19 | IWFISHARES RUSSELL 1000 GROWTH ETF | 6,428 | $798,165 | 0.4% |
| 20 | SPYSTATE STREET SPDR S&P 500 ETF | 1,064 | $794,563 | 0.4% |
| 21 | METAMETA PLATFORMS INC CL A | 1,394 | $785,226 | 0.4% |
| 22 | VBRVANGUARD SMALL CAP VALUE ETF | 3,036 | $737,718 | 0.4% |
| 23 | IVVISHARES CORE S&P 500 ETF | 922 | $690,477 | 0.4% |
| 24 | UNPUNION PAC CORP COM | 2,382 | $647,904 | 0.4% |
| 25 | VVISA INC COM CL A | 1,872 | $642,264 | 0.4% |
| 26 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 4,375 | $640,544 | 0.4% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 1,282 | $612,245 | 0.3% |
| 28 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 3,229 | $598,108 | 0.3% |
| 29 | IWMISHARES RUSSELL 2000 ETF | 1,716 | $515,638 | 0.3% |
| 30 | AMZNAMAZON COM INC COM | 2,060 | $490,980 | 0.3% |
| 31 | XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 5,882 | $488,618 | 0.3% |
| 32 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 6,603 | $470,464 | 0.3% |
| 33 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 4,388 | $452,183 | 0.2% |
| 34 | JBBBJANUS HENDERSON B-BBB CLO ETF | 8,851 | $419,095 | 0.2% |
| 35 | DTCRGLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | 13,518 | $410,542 | 0.2% |
| 36 | CRBNISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | 1,588 | $401,716 | 0.2% |
| 37 | GLWCORNING INC COM | 1,444 | $368,841 | 0.2% |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 650 | $325,254 | 0.2% |
| 39 | PNCPNC FINL SVCS GROUP INC COM | 1,168 | $287,585 | 0.2% |
| 40 | NEENEXTERA ENERGY INC COM | 3,275 | $287,447 | 0.2% |
| 41 | AMPAMERIPRISE FINL INC COM | 603 | $276,632 | 0.2% |
| 42 | ORLYOREILLY AUTOMOTIVE INC COM | 2,910 | $267,982 | 0.1% |
| 43 | FICOFAIR ISAAC CORP COM | 223 | $266,436 | 0.1% |
| 44 | SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 4,340 | $263,829 | 0.1% |
| 45 | CSCOCISCO SYS INC COM | 2,154 | $253,009 | 0.1% |
| 46 | TSLATESLA INC COM | 570 | $239,742 | 0.1% |
| 47 | LMTLOCKHEED MARTIN CORP COM | 462 | $235,371 | 0.1% |
| 48 | QQQINVESCO QQQ TRUST SERIES I | 313 | $230,493 | 0.1% |
| 49 | TRVTRAVELERS COMPANIES INC COM | 628 | $207,315 | 0.1% |
| 50 | ALLALLSTATE CORP COM | 807 | $192,018 | 0.1% |
| 51 | EFAISHARES MSCI EAFE ETF | 1,840 | $191,139 | 0.1% |
| 52 | MSIMOTOROLA SOLUTIONS INC COM NEW | 456 | $189,372 | 0.1% |
| 53 | NXP SEMICONDUCTORS N V COM | 659 | $185,199 | 0.1% |
| 54 | JNJJOHNSON & JOHNSON COM | 713 | $181,191 | 0.1% |
| 55 | AON PLC SHS CL A | 530 | $175,796 | 0.1% |
| 56 | BACBANK OF AMER CORP COM | 3,055 | $174,074 | 0.1% |
| 57 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 800 | $152,416 | 0.1% |
| 58 | ABBVABBVIE INC COM | 604 | $151,991 | 0.1% |
| 59 | LOWLOWES COS INC COM | 656 | $144,641 | 0.1% |
| 60 | GDGENERAL DYNAMICS CORP COM | 373 | $132,132 | 0.1% |
| 61 | RSGREPUBLIC SVCS INC COM | 611 | $130,192 | 0.1% |
| 62 | ASTRAZENECA PLC ORD | 645 | $122,305 | 0.1% |
| 63 | WMTWALMART INC COM | 1,002 | $113,487 | 0.1% |
| 64 | BLKBLACKROCK INC COM | 114 | $109,618 | 0.1% |
| 65 | SIRISIRIUSXM HOLDINGS INC COMMON STOCK | 3,694 | $109,121 | 0.1% |
| 66 | BABOEING CO COM | 499 | $108,019 | 0.1% |
| 67 | MAMASTERCARD INCORPORATED CL A | 210 | $107,856 | 0.1% |
| 68 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 500 | $106,385 | 0.1% |
| 69 | PKGPACKAGING CORP AMER COM | 416 | $99,124 | 0.1% |
| 70 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 591 | $97,279 | 0.1% |
| 71 | IDXXIDEXX LABS INC COM | 183 | $96,339 | 0.1% |
| 72 | LLYVKLIBERTY LIVE HOLDINGS INC COM SHS SER C | 766 | $80,920 | 0% |
| 73 | IWVISHARES RUSSELL 3000 ETF | 175 | $74,620 | 0% |
| 74 | SBACSBA COMMUNICATIONS CORP CL A | 415 | $73,231 | 0% |
| 75 | FWONKLIBERTY MEDIA CORP DEL COM LBTY ONE S C | 735 | $69,928 | 0% |
| 76 | VOVANGUARD MID-CAP ETF | 800 | $64,456 | 0% |
| 77 | FAFFIRST AMERN FINL CORP COM | 894 | $61,322 | 0% |
| 78 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 250 | $59,155 | 0% |
| 79 | SHWSHERWIN WILLIAMS CO COM | 169 | $58,190 | 0% |
| 80 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 674 | $57,620 | 0% |
| 81 | FEGEFIRST EAGLE GLOBAL EQUITY ETF | 1,129 | $55,231 | 0% |
| 82 | SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK | 287 | $49,037 | 0% |
| 83 | LHXL3HARRIS TECHNOLOGIES INC COM | 162 | $47,076 | 0% |
| 84 | GLDSPDR GOLD SHARES | 100 | $36,838 | 0% |
| 85 | DSIISHARES ESG MSCI KLD 400 ETF | 256 | $36,452 | 0% |
| 86 | IJHISHARES CORE S&P MID-CAP ETF | 450 | $34,700 | 0% |
| 87 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S A | 367 | $32,127 | 0% |
| 88 | UNHUNITEDHEALTH GROUP INC COM | 76 | $31,570 | 0% |
| 89 | LLYVALIBERTY LIVE HOLDINGS INC COM SER A | 299 | $30,277 | 0% |
| 90 | LBRDKLIBERTY BROADBAND CORP COM SER C | 801 | $26,641 | 0% |
| 91 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 268 | $22,445 | 0% |
| 92 | IUSVISHARES CORE S&P US VALUE ETF | 180 | $19,827 | 0% |
| 93 | LBRDALIBERTY BROADBAND CORP COM SER A | 367 | $12,214 | 0% |
| 94 | CMPSCOMPASS PATHWAYS PLC SPONSORED ADS | 695 | $9,834 | 0% |
| 95 | MMM3M CO COM | 60 | $9,715 | 0% |
| 96 | BITOPROSHARES BITCOIN ETF | 750 | $5,985 | 0% |
| 97 | ASML HLDG NV N Y REGISTRY SHS | 3 | $5,968 | 0% |
| 98 | CELHCELSIUS HLDGS INC COM NEW | 174 | $5,095 | 0% |
| 99 | AVGOBROADCOM INC COM | 13 | $4,911 | 0% |
| 100 | IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 50 | $4,530 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.