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Legacies Wealth LLC

Q2 2026 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    109

  • Value ($000)

    $182,556

  • Date Filed
    07/22/2026
  • Form type
    13F-HR
  • CIK
    0001755933
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTV

VANGUARD VALUE ETF

ETF
922908744
$46.22M
25 %

212,071

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$39.45M
22 %

457,940

V
VOE

VANGUARD MID-CAP VALUE ETF

ETF
922908512
$18.82M
10 %

95,248

V
VIOG

VANGUARD S&P SMALL-CAP 600 GROWTH ETF

ETF
921932794
$15.45M
9 %

100,694

V
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
922042858
$10.84M
6 %

181,522

F
FENI

FIDELITY ENHANCED INTERNATIONAL ETF

ETF
31609A404
$9.05M
5 %

225,546

A
AAPL

APPLE INC COM

STOCK
037833100
$7.2M
4 %

24,866

I
IJR

ISHARES CORE S&P SMALL CAP ETF

ETF
464287804
$2.62M
1 %

17,686

M
MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

ETF
53656G498
$2.07M
1 %

32,208

O
OEF

ISHARES S&P 100 ETF

ETF
464287101
$1.83M
1 %

4,999

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