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CIK: 0001755933
Total reported value
$182.6M
$182.6M
110 檔
56.6%
At the close of Q2 2025, Legacies Wealth LLC disclosed equity holdings valued at approximately $182.6M, spread across 110 reported holdings.
Legacies Wealth LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VOE) accounted for 56.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 23.94% | +1.53% | -10.17% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 23.32% | +0.04% | -8.24% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.28% | -0.35% | +9.13% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.67% | -3.26% | — | |
| 5 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.46% | +0.91% | +12.83% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.67% | +0.01% | +6.10% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.06% | — | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.71% | -0.03% | +4.78% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.61% | -0.01% | -0.51% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.05% | — | +16.86% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.56% | -0.05% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | -0.01% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | +0.04% | -13.29% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.07% | -20.00% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.13% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.03% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.02% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.05% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.06% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.02% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | — | — | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.32% | -0.04% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.28% | — | — | |
| 27 | FICO | Fair Isaac CORP | Stock-Tech | 0.27% | — | — | |
| 28 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.26% | -0.28% | EXIT | |
| 29 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.21% | -0.02% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.19% | +0.07% | — | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.17% | -0.02% | +1400.00% | |
| 32 | AON | Aon plc | Stock-Financials | 0.16% | -0.01% | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | -0.03% | — | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.14% | +0.01% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.01% | — | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.14% | -0.05% | — | |
| 37 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.14% | — | — | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 0.13% | -0.03% | — | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | +3.64% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.11% | — | — | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.11% | -0.01% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.11% | — | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.02% | NEW | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.10% | — | — | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.10% | — | — | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.10% | +0.03% | — | |
| 47 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.10% | — | +92.80% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.10% | -0.02% | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | — | |
| 50 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.10% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +6.7% | NEW | New buy |
| 2 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.4% | +12.83% | Add |
| 3 | MSFT | Microsoft CORP | +0.2% | — | Unchanged |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.10% | Add |
| 5 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.51% | Trim |
| 6 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +4.78% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +16.86% | Add |
| 9 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.1% | +92.80% | Add |
| 10 | VOE | Vanguard Mid-cap Value ETF | 0% | +9.13% | Add |
| 11 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 14 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 15 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 16 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 17 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 18 | TSLA | Tesla Inc | 0% | +3.64% | Add |
| 19 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 20 | BA | Boeing Co/the | 0% | — | Unchanged |
| 21 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 22 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 23 | BWB | Bridgewater Bancshares Inc | — | — | Unchanged |
| 24 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 26 | AKX | Ansys Inc | — | — | Unchanged |
| 27 | BLK | Blackrock Inc | — | — | Unchanged |
| 28 | LBRDK | Liberty Broadband-c | — | — | Unchanged |
| 29 | FWONK | Liberty Media Corp-formula-c | — | — | Unchanged |
| 30 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 31 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 32 | CPRT | Copart Inc | 0% | — | Unchanged |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.22% | Trim |
| 34 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | 0% | EXIT | Sold out |
| 37 | AON | Aon plc | 0% | — | Unchanged |
| 38 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 39 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 40 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +1400.00% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -42.99% | Trim |
| 43 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 44 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.3% | -13.29% | Trim |
| 46 | VYM | Vanguard High Dvd Yield ETF | -0.4% | -20.00% | Trim |
| 47 | IWS | Ishares Russell Mid-cap Valu | -0.4% | -80.33% | Trim |
| 48 | AAPL | Apple Inc | -0.6% | — | Unchanged |
| 49 | VUG | Vanguard Growth ETF | -1.2% | -10.17% | Trim |
| 50 | VTV | Vanguard Value ETF | -4.3% | -8.24% | Trim |
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 Q2 2025.
During Q2 2025, Legacies Wealth LLC's top holdings by market value included VUG (23.9%)、VTV (23.3%)、VOE (9.3%). The largest single position, VUG, represented 23.9% of total portfolio value.
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Top New Position Initiated
QQQ
市值: $10.0M
Top Position Liquidated / Trimmed
IJT
前期市值: $38.0K
In Q2 2025, Legacies Wealth LLC made 18 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 8 holdings, and fully liquidating 1 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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