Dougherty Wealth Advisers LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location minnetonka, MNCIK 0001755933Alternate names Legacies Wealth LLCAll SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $182.56M | VTV, VUG, VOE, VIOG | 13F-HR | Jul 22, 2026 | 000175593326000011 | ||
107 | $157.64M | VTV, VUG, VOE, VIOG | 13F-HR | Apr 21, 2026 | 000175593326000005 | ||
118 | $176.94M | VTV, VUG, VOE, NDQ | 13F-HR | Jan 29, 2026 | 000175593326000002 | ||
112 | $155.2M | VUG, VTV, VOE, VIOG | 13F-HR | Oct 14, 2025 | 000175593325000009 | ||
110 | $150.58M | VUG, VTV, VOE, NDQ | 13F-HR | Jul 22, 2025 | 000175593325000007 | ||
110 | $135.26M | VTV, VUG, VOE, VIOG | 13F-HR | Apr 25, 2025 | 000175593325000005 | ||
109 | $129.01M | VUG, VTV, VOE, VIOG | 13F-HR | Jan 24, 2025 | 000175593325000002 | ||
110 | $125.88M | VUG, VTV, VOE, VIOG | 13F-HR | Oct 30, 2024 | 000175593324000006 | ||
111 | $114.44M | VUG, VTV, VOE, VIOG | 13F-HR | Jul 11, 2024 | 000175593324000005 | ||
111 | $113.02M | VUG, VTV, VOE, VIOG | 13F-HR | Apr 26, 2024 | 000175593324000003 | ||
129 | $108.85M | VUG, VTV, VOE, VIOG | 13F-HR | Jan 22, 2024 | 000175593324000001 | ||
126 | $86.37M | VUG, VTV, VOE, VIOG | 13F-HR | Oct 25, 2023 | 000175593323000008 | ||
125 | $72.87M | VUG, VOE, VIOG, AAPL | 13F-HR | Aug 3, 2023 | 000175593323000006 | ||
132 | $66.18M | VUG, VOE, VIOG, AAPL | 13F-HR | Apr 14, 2023 | 000175593323000004 | ||
132 | $60.88M | VUG, VOE, VIOG, VWO | 13F-HR | Jan 19, 2023 | 000175593323000002 | ||
138 | $50.55M | VUG, VOE, VIOG, VWO | 13F-HR | Oct 13, 2022 | 000175593322000008 | ||
126 | $53.59M | VUG, VOE, VIOG, VWO | 13F-HR | Jul 19, 2022 | 000175593322000006 | ||
128 | $66.27M | VUG, ITOT, VOE, VIOG | 13F-HR | Apr 29, 2022 | 000175593322000004 | ||
137 | $71.57M | VUG, ITOT, VOE, VIOG | 13F-HR | Jan 27, 2022 | 000175593322000002 | ||
149 | $67.2M | VUG, ITOT, VOE, VIOG | 13F-HR | Nov 2, 2021 | 000175593321000008 | ||
138 | $67.72M | VUG, ITOT, VOE, VIOG | 13F-HR | Aug 5, 2021 | 000175593321000006 | ||
134 | $66.29M | VUG, ITOT, VOE, NDQ | 13F-HR | May 6, 2021 | 000175593321000004 | ||
146 | $63.65M | VUG, ITOT, VOE, NDQ | 13F-HR | Feb 4, 2021 | 000175593321000002 | ||
151 | $28.98M | VUG, VOE, IJR, AAPL | 13F-HR | Nov 2, 2020 | 000175593320000008 | ||
157 | $27.34M | VUG, VOE, IJR, VWO | 13F-HR | Aug 11, 2020 | 000175593320000005 | ||
166 | $25.11M | VOE, VUG, SPY, IJR | 13F-HR | May 5, 2020 | 000175593320000004 | ||
179 | $32.72M | VOE, IJR, SPY, VUG | 13F-HR | Feb 7, 2020 | 000175593320000002 | ||
183 | $30.41M | VOE, IJR, SPY, VUG | 13F-HR | Nov 12, 2019 | 000175593319000009 | ||
251 | $35.39M | VOE, VTI, IJR, VUG | 13F-HR | Aug 7, 2019 | 000175593319000007 | ||
205 | $29.49M | VOE, VTI, IJR, VANGUARD STAR FDS | 13F-HR | May 9, 2019 | 000175593319000005 | ||
226 | $30.37M | VOE, IJR, VTI, VANGUARD STAR FDS | 13F-HR | Feb 11, 2019 | 000175593319000003 |