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CIK: 0001755933
Total reported value
$182.6M
$182.6M
112 檔
59.7%
As reported in its official Q3 2025 Form 13F filing, Legacies Wealth LLC's tracked investment portfolio stood at $182.6M with 112 total positions.
Legacies Wealth LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 11 positions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VOE) accounted for 59.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.76% | +1.53% | +1.38% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 24.70% | +0.04% | +3.47% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.89% | -0.35% | +3.48% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.93% | +0.91% | +5.10% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.98% | +0.01% | +2.23% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.73% | -3.26% | -46.97% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.06% | +1.13% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.87% | -0.03% | +2.24% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.10% | — | +2.91% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.66% | -0.05% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | +0.04% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.13% | +17.95% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.16% | -0.07% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.03% | -0.41% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.05% | -1.10% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.06% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.08% | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.02% | — | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.57% | -0.01% | -78.26% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.02% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.01% | — | |
| 22 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | — | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | -2.08% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.30% | -0.04% | — | |
| 25 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.28% | -0.28% | EXIT | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.24% | — | — | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.07% | — | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 0.22% | — | — | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.20% | -0.02% | — | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.19% | -0.02% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | +0.01% | — | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.17% | — | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -88.74% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.16% | -0.03% | — | |
| 36 | AON | Aon plc | Stock-Financials | 0.15% | -0.01% | — | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.15% | +0.01% | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.15% | -0.05% | — | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.13% | -0.03% | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.02% | NEW | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.11% | -0.01% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.11% | — | — | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.11% | -0.02% | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.10% | — | — | |
| 45 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.10% | — | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.10% | — | — | |
| 48 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.10% | +0.02% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIOG | Vanguard S&p Sm Cap 600 Grw | +0.9% | +5.10% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.7% | +1.38% | Trim |
| 3 | VOE | Vanguard Mid-cap Value ETF | +0.7% | +3.48% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +2.23% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +17.95% | Add |
| 6 | IXUS | Ishares Core Intl Stock ETF | +0.3% | +2.24% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.10% | Trim |
| 9 | VNQ | Vanguard Real Estate ETF | +0.1% | +2.91% | Add |
| 10 | OEF | Ishares S&p 100 ETF | +0.1% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.41% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 14 | TSLA | Tesla Inc | +0.1% | — | Add |
| 15 | CRBN | Ish Low Car Opt Ms Ac Etf-us | +0.1% | — | Add |
| 16 | AAPL | Apple Inc | 0% | +1.13% | Add |
| 17 | GLW | Corning Inc | 0% | — | Unchanged |
| 18 | BWB | Bridgewater Bancshares Inc | 0% | — | Unchanged |
| 19 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 20 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 21 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 22 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 24 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 25 | NXPI | NXP Semiconductors N.V. | 0% | — | Unchanged |
| 26 | BA | Boeing Co/the | 0% | — | Unchanged |
| 27 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 29 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 30 | AMZN | Amazon.com Inc | 0% | -2.08% | Trim |
| 31 | ORLY | O'reilly Automotive Inc | 0% | — | Add |
| 32 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 33 | CPRT | Copart Inc | 0% | — | Unchanged |
| 34 | ACN | Accenture plc | 0% | — | Unchanged |
| 35 | AON | Aon plc | 0% | — | Unchanged |
| 36 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.79% | Trim |
| 38 | CRM | Salesforce Inc | -0.1% | — | Unchanged |
| 39 | FICO | Fair Isaac CORP | -0.1% | — | Unchanged |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | — | Trim |
| 42 | VYM | Vanguard High Dvd Yield ETF | -0.4% | — | Trim |
| 43 | IWS | Ishares Russell Mid-cap Valu | -0.4% | -11.08% | Trim |
| 44 | EFA | Ishares Msci Eafe ETF | -1.3% | -88.74% | Trim |
| 45 | IWP | Ishares Russell Mid-cap Grow | -1.9% | -78.26% | Trim |
| 46 | VTV | Vanguard Value ETF | -3% | +3.47% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 48 | AKX | Ansys Inc | — | EXIT | Sold out |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | Sold out |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Legacies Wealth LLC reported a total U.S. public equity portfolio value of $182.6M across 112 disclosed positions in Q3 2025.
During Q3 2025, Legacies Wealth LLC's top holdings by market value included VUG (25.8%)、VTV (24.7%)、VOE (9.9%). The largest single position, VUG, represented 25.8% of total portfolio value.
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Top New Position Initiated
QQQ
市值: $5.8M
Top Position Liquidated / Trimmed
AKX
前期市值: $129.2K
In Q3 2025, Legacies Wealth LLC made 25 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 2 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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