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CIK: 0001755933
Total reported value
$182.6M
$182.6M
118 檔
68.0%
The Q4 2025 SEC filing reveals that Legacies Wealth LLC held a total portfolio value of $182.6M, covering 118 public equity positions.
In Q4 2025, Legacies Wealth LLC displayed an active expansion posture, initiating 8 new positions and adding to 14 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VOE) accounted for 68.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 24.10% | +0.04% | +8.62% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 22.49% | +1.53% | -2.16% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.26% | -0.35% | +5.05% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.97% | -3.26% | +167.72% | |
| 5 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 5.33% | +0.91% | +2.95% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.06% | +12.48% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.73% | +0.01% | +7.53% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.74% | -0.03% | +5.93% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.13% | — | +19.46% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.34% | -0.05% | -10.58% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | +0.04% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.13% | -4.25% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.07% | -14.99% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.05% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.06% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.03% | — | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.54% | -0.01% | +13.98% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.08% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.01% | — | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | -0.03% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.01% | +595.18% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.43% | -0.02% | -14.98% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | -0.02% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.01% | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +715.93% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | — | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.28% | — | — | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.26% | -0.04% | — | |
| 29 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.25% | -0.28% | EXIT | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.01% | +67.22% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.01% | +869.49% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | -0.01% | — | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.23% | — | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.22% | +0.07% | — | |
| 35 | FICO | Fair Isaac CORP | Stock-Tech | 0.21% | — | — | |
| 36 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.17% | -0.02% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | +0.01% | — | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.15% | -0.03% | — | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | -0.02% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.14% | +0.01% | — | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.14% | — | — | |
| 44 | AON | Aon plc | Stock-Financials | 0.13% | -0.01% | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.05% | — | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.10% | -0.01% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.10% | — | — | |
| 48 | MSI | Motorola Solutions Inc | Stock-Tech | 0.10% | -0.03% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | +0.02% | NEW | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.2% | +167.72% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +595.18% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +715.93% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.2% | +869.49% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +12.48% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 8 | EFA | Ishares Msci Eafe ETF | +0.1% | +67.22% | Add |
| 9 | VNQ | Vanguard Real Estate ETF | 0% | +19.46% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | 0% | +112.00% | Add |
| 11 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 12 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 13 | DHR | Danaher CORP | — | — | Unchanged |
| 14 | FICO | Fair Isaac CORP | 0% | — | Unchanged |
| 15 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 17 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | IWP | Ishares Russell Mid-cap Grow | 0% | +13.98% | Add |
| 20 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 21 | ORLY | O'reilly Automotive Inc | -0.1% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 23 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +5.93% | Add |
| 24 | VBR | Vanguard Small-cap Value ETF | -0.1% | -14.98% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 26 | IJR | Ishares Core S&p Small-cap E | -0.2% | — | Unchanged |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +7.53% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | -0.3% | -14.99% | Trim |
| 29 | MSFT | Microsoft CORP | -0.3% | -4.25% | Trim |
| 30 | OEF | Ishares S&p 100 ETF | -0.3% | -10.58% | Trim |
| 31 | VTV | Vanguard Value ETF | -0.6% | +8.62% | Add |
| 32 | VIOG | Vanguard S&p Sm Cap 600 Grw | -0.6% | +2.95% | Add |
| 33 | VOE | Vanguard Mid-cap Value ETF | -0.6% | +5.05% | Add |
| 34 | VUG | Vanguard Growth ETF | -3.3% | -2.16% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 36 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 37 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 39 | CPRT | Copart Inc | — | EXIT | Sold out |
| 40 | LLYVK* | Liberty Media Corp-liberty-c | — | EXIT | Sold out |
| 41 | IEX | Idex CORP | — | EXIT | Sold out |
| 42 | GGG | Graco Inc | — | EXIT | Sold out |
| 43 | LLYVK | Liberty Live Holdings-c | — | NEW | New buy |
| 44 | CDW | Cdw Corp/de | — | EXIT | Sold out |
| 45 | MTD | Mettler-toledo International | — | EXIT | Sold out |
| 46 | FEGE | First Eagle Gl Equity ETF | — | NEW | New buy |
| 47 | TCAF | T Rowe Prc Cap Appreciation | — | NEW | New buy |
| 48 | HD | Home Depot Inc | — | EXIT | Sold out |
| 49 | LLYVA* | Liberty Media Corp-liberty-a | — | EXIT | Sold out |
| 50 | LLYVA | Liberty Live Holdings-a | — | 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 118 disclosed positions in Q4 2025.
During Q4 2025, Legacies Wealth LLC's top holdings by market value included VTV (24.1%)、VUG (22.5%)、VOE (9.3%). The largest single position, VTV, represented 24.1% 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.
Top New Position Initiated
IWF
市值: $828.3K
Top Position Liquidated / Trimmed
CPRT
前期市值: $103.9K
In Q4 2025, Legacies Wealth LLC made 35 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 5 holdings, and fully liquidating 8 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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