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CIK: 0001755933
Total reported value
$182.6M
$182.6M
107 檔
60.0%
In Q1 2026, Legacies Wealth LLC's U.S. equity holdings reached a combined market value of $182.6M, distributed across 107 disclosed stock positions.
In Q1 2026, Legacies Wealth LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 20 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VOE) accounted for 60.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 25.28% | +0.04% | -9.04% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 20.08% | +1.53% | -11.15% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.66% | -0.35% | -1.30% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 7.55% | +0.91% | +22.84% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.93% | +0.01% | +40.98% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 5.02% | -0.06% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.00% | -0.06% | -0.30% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | -3.26% | -64.13% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.04% | — | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.05% | -0.05% | -24.98% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.13% | +14.51% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.05% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.03% | +19.79% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.07% | -20.00% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.06% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.63% | — | — | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.51% | -0.03% | -83.79% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.08% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.01% | -6.41% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.01% | -8.17% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.42% | -0.02% | -15.99% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | — | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.37% | -0.02% | -19.12% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | -2.90% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.01% | -37.77% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.33% | — | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.31% | -0.04% | — | |
| 28 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.28% | -0.28% | EXIT | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.28% | -0.03% | -48.19% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.07% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | — | -6.70% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.01% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.01% | — | |
| 34 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.22% | — | +124.78% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.02% | +196.48% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | -0.03% | — | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.18% | -0.05% | — | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 39 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.17% | -0.02% | — | |
| 40 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.16% | +0.07% | — | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | -0.02% | -5.24% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.15% | +0.01% | — | |
| 43 | FICO | Fair Isaac CORP | Stock-Tech | 0.15% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 45 | MSI | Motorola Solutions Inc | Stock-Tech | 0.13% | -0.03% | — | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.12% | +0.08% | — | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.12% | -0.01% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.11% | -0.01% | -58.86% | |
| 49 | AON | Aon plc | Stock-Financials | 0.11% | -0.01% | -19.58% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.11% | — | — |
According to official SEC Form 13F filings, Legacies Wealth LLC reported a total U.S. public equity portfolio value of $182.6M across 107 disclosed positions in Q1 2026.
During Q1 2026, Legacies Wealth LLC's top holdings by market value included VTV (25.3%)、VUG (20.1%)、VOE (10.7%). The largest single position, VTV, represented 25.3% of total portfolio value.
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Top New Position Initiated
FENI
市值: $7.9M
Top Position Liquidated / Trimmed
CRM
前期市值: $410.3K
In Q1 2026, Legacies Wealth LLC made 63 total portfolio adjustments, initiating 9 new buys, adding to 6 positions, trimming 28 holdings, and fully liquidating 20 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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