§ 13F · FUND PROFILE
Legacies Wealth LLC.
AUM · $183M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | 212K | $46M | — | — |
| 2 | VUG | VANGUARD GROWTH ETF | 458K | $39M | — | — |
| 3 | VOE | VANGUARD MID-CAP VALUE ETF | 95K | $19M | — | — |
| 4 | VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 101K | $15M | — | — |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 182K | $11M | — | — |
| 6 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 226K | $9M | — | — |
| 7 | AAPL | APPLE INC COM | 25K | $7M | — | — |
| 8 | IJR | ISHARES CORE S&P SMALL CAP ETF | 18K | $3M | — | — |
| 9 | MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 32K | $2M | — | — |
| 10 | OEF | ISHARES S&P 100 ETF | 5K | $2M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACIES SIGNAL
AC read
Legacies Wealth LLC is a Other fund managing $183 million in assets. The fund runs a portfolio of 109 positions.
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