13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001755933
Total reported value
$182.6M
$182.6M
111 檔
44.0%
During the Q2 2024 filing period, Legacies Wealth LLC (CIK: 0001755933) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $182.6M across 111 reported positions.
During Q2 2024, Legacies Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 29.07% | +1.53% | -1.79% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 23.27% | +0.04% | -1.20% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 8.79% | -0.35% | -0.49% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 4.97% | +0.91% | -0.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.06% | +0.08% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.64% | +0.01% | -2.03% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.81% | -0.01% | -0.19% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.52% | -0.03% | -2.10% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.90% | — | +0.45% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.66% | -0.07% | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.63% | -0.01% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | +0.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.13% | +1.17% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.05% | +7.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.06% | — | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.02% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.03% | +2.04% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.08% | — | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.02% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | +2.99% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.39% | -0.04% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | — | +4.40% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.35% | — | — | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.34% | — | — | |
| 25 | FICO | Fair Isaac CORP | Stock-Tech | 0.29% | — | — | |
| 26 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.25% | -0.28% | EXIT | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.02% | NEW | |
| 28 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.23% | -0.02% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.03% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.07% | — | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.19% | -0.05% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.01% | — | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | — | — | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.17% | — | — | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | — | — | |
| 37 | AON | Aon plc | Stock-Financials | 0.17% | -0.01% | — | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.16% | -0.01% | -4.98% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.16% | +0.01% | — | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.15% | +0.02% | — | |
| 41 | MSI | Motorola Solutions Inc | Stock-Tech | 0.15% | -0.03% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | +0.59% | -1.86% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.13% | -0.02% | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.13% | — | — | |
| 45 | AKX | Ansys Inc | Stock-Other | 0.12% | — | — | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.11% | — | — | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.11% | — | — | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.11% | -0.01% | — | |
| 49 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.11% | -0.01% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | -0.01% | -29.94% |
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 Q2 2024.
During Q2 2024, Legacies Wealth LLC's top holdings by market value included VUG (29.1%)、VTV (23.3%)、VOE (8.8%). The largest single position, VUG, represented 29.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VOE) accounted for 44.0% of total reported equity market value during Q2 2024.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.