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CIK: 0001755933
Total reported value
$182.6M
$182.6M
111 檔
43.2%
As reported in its official Q1 2024 Form 13F filing, Legacies Wealth LLC's tracked investment portfolio stood at $182.6M with 111 total positions.
During Q1 2024, Legacies Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VOE) accounted for 43.2% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 27.58% | +1.53% | -2.30% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 24.22% | +0.04% | +0.48% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.27% | -0.35% | -0.12% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.18% | +0.91% | -1.43% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.59% | +0.01% | +59.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.42% | -0.06% | -7.26% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.95% | -0.01% | -6.65% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.62% | -0.03% | +0.55% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.98% | — | +1.13% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.71% | -0.07% | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.68% | -0.01% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | +0.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.13% | -22.63% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.72% | -0.02% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | — | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.02% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.08% | -22.56% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | -22.57% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.06% | -22.57% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | -22.52% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.41% | — | -11.99% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.40% | -0.04% | — | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.36% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | -11.48% | |
| 25 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.26% | -0.28% | EXIT | |
| 26 | FICO | Fair Isaac CORP | Stock-Tech | 0.25% | — | -19.78% | |
| 27 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.23% | -0.02% | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.02% | NEW | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.21% | -0.02% | -11.86% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.20% | — | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | +0.01% | — | |
| 32 | AON | Aon plc | Stock-Financials | 0.19% | -0.01% | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.19% | — | -20.73% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | -0.03% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.19% | -0.05% | — | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.18% | -0.01% | -23.43% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | — | -20.77% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.17% | +0.01% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.16% | -0.02% | -19.98% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.15% | +0.07% | — | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.15% | — | -33.98% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | -0.01% | -7.43% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.14% | +0.02% | — | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.14% | -0.03% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.59% | — | |
| 46 | AKX | Ansys Inc | Stock-Other | 0.13% | — | -19.85% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.13% | -0.01% | — | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.12% | — | — | |
| 49 | CPRT | Copart Inc | Stock-Industrials | 0.12% | — | -19.98% | |
| 50 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.12% | -0.01% | — |
According to official SEC Form 13F filings, Legacies Wealth LLC reported a total U.S. public equity portfolio value of $182.6M across 111 disclosed positions in Q1 2024.
During Q1 2024, Legacies Wealth LLC's top holdings by market value included VUG (27.6%)、VTV (24.2%)、VOE (9.3%). The largest single position, VUG, represented 27.6% of total portfolio value.
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In Q1 2024, Legacies Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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