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CIK: 0001755933
Total reported value
$182.6M
$182.6M
110 檔
48.7%
According to the latest 13F quarterly dataset, Legacies Wealth LLC managed an equity portfolio of $182.6M at the end of Q3 2024, spanning 110 distinct U.S. exchange-listed positions.
In Q3 2024, Legacies Wealth LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 28.18% | +1.53% | +3.89% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 23.41% | +0.04% | +1.66% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.49% | -0.35% | +6.61% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.36% | +0.91% | +9.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.15% | -0.06% | -0.73% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.70% | +0.01% | +2.39% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.72% | -0.01% | -0.04% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.63% | -0.03% | +6.85% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.13% | — | +5.84% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.63% | -0.07% | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.58% | -0.01% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.54% | +0.04% | -0.16% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.13% | -2.28% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.68% | -0.02% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.08% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.03% | -1.33% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.05% | — | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.02% | -0.57% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.06% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.01% | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.39% | -0.04% | — | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.35% | — | — | |
| 23 | FICO | Fair Isaac CORP | Stock-Tech | 0.34% | — | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.34% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 26 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.28% | -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 | 0.22% | -0.03% | -2.99% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.21% | -0.05% | — | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.19% | — | — | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.01% | -1.74% | |
| 34 | AON | Aon plc | Stock-Financials | 0.18% | -0.01% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | +0.07% | — | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.17% | — | — | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.17% | +0.01% | — | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 0.16% | -0.03% | — | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.15% | -0.01% | -5.96% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.15% | — | -19.91% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.14% | — | — | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.14% | -0.02% | -5.88% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.59% | -1.21% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.13% | +0.02% | — | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.12% | — | — | |
| 46 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.12% | -0.01% | — | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.12% | -0.01% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | -0.01% | — | |
| 49 | AKX | Ansys Inc | Stock-Other | 0.10% | — | -3.77% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOE | Vanguard Mid-cap Value ETF | +0.7% | +6.61% | Add |
| 2 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.4% | +9.13% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | +0.2% | +5.84% | Add |
| 4 | VTV | Vanguard Value ETF | +0.1% | +1.66% | Add |
| 5 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +6.85% | Add |
| 6 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 7 | SIRI | Sirius Xm Holdings Inc | +0.1% | NEW | New buy |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.39% | Add |
| 9 | FICO | Fair Isaac CORP | +0.1% | — | Unchanged |
| 10 | BWB | Bridgewater Bancshares Inc | 0% | — | Unchanged |
| 11 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 12 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 13 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 14 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 15 | NEE | Nextera Energy Inc | 0% | -2.99% | Trim |
| 16 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 17 | AON | Aon plc | 0% | — | Unchanged |
| 18 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 19 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 20 | ALL | Allstate CORP | 0% | — | Unchanged |
| 21 | LOW | Lowe's Cos Inc | 0% | -5.88% | Trim |
| 22 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 23 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 24 | SBAC | Sba Communications CORP | 0% | — | Unchanged |
| 25 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
| 26 | XLP | Ss Consumer Staples Sel Sect | — | — | Unchanged |
| 27 | AMP | Ameriprise Financial Inc | — | — | Unchanged |
| 28 | UNH | Unitedhealth Group Inc | — | -5.20% | Trim |
| 29 | DHR | Danaher CORP | — | — | Unchanged |
| 30 | ORLY | O'reilly Automotive Inc | — | — | Unchanged |
| 31 | JNJ | Johnson & Johnson | — | -1.74% | Trim |
| 32 | AAPL | Apple Inc | 0% | -0.73% | Trim |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | -0.16% | Trim |
| 34 | UNP | Union Pacific CORP | 0% | -0.57% | Trim |
| 35 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 37 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 38 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 39 | 22941EUR | Liberty Media Corp-cl A New | 0% | EXIT | Sold out |
| 40 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 41 | INTC | Intel CORP | 0% | EXIT | Sold out |
| 42 | JPM | Jpmorgan Chase & Co | 0% | -1.33% | Trim |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 44 | LM0C | Liberty Media Corp-liber-new | -0.1% | EXIT | Sold out |
| 45 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 46 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -0.04% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 48 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 49 | MSFT | Microsoft CORP | -0.2% | -2.28% | Trim |
| 50 | VUG | Vanguard Growth ETF | -0.9% | +3.89% | Add |
According to official SEC Form 13F filings, Legacies Wealth LLC reported a total U.S. public equity portfolio value of $182.6M across 110 disclosed positions in Q3 2024.
During Q3 2024, Legacies Wealth LLC's top holdings by market value included VUG (28.2%)、VTV (23.4%)、VOE (9.5%). The largest single position, VUG, represented 28.2% 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 48.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $108.2K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $89.8K
In Q3 2024, Legacies Wealth LLC made 24 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 10 holdings, and fully liquidating 5 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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