StockDriftsStockDriftsTop 50 Legacies Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 25.32% | 212.1K | $46.2M | +4.40%(+8.94K) | $154.02(+47.72%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 21.61% | 457.9K | $39.4M | +5.32%(+23.14K) | $46.66(+91.13%) | 2026-06-30 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 10.31% | 95.2K | $18.8M | +4.45%(+4.06K) | $129.08(+62.70%) | 2026-06-30 | |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 8.46% | 100.7K | $15.4M | +5.35%(+5.12K) | $102.82(+48.20%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 5.94% | 181.5K | $10.8M | +4.95%(+8.56K) | $48.53(+24.43%) | 2026-06-30 | |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 4.96% | 225.5K | $9.1M | +5.98%(+12.73K) | $36.96(+12.46%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.94% | 24.9K | $7.2M | +0.00%(+0) | $116.14(+162.93%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 1.44% | 17.7K | $2.6M | -0.14%(-25) | $85.42(+75.56%) | 2026-06-30 | |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 1.13% | 32.2K | $2.1M | new | $59.85(+14.06%) | 2026-06-30 | |
| OEF | ISHARES S&P 100 ETF | 1% | 5.0K | $1.8M | -3.49%(-181) | $282.81(+35.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.75% | +63.28% | +8.90% | +53.19% |
| Top 20 Holdings Unweighted | +18.95% | +68.29% | +8.55% | +50.70% |
Legacies Wealth LLC reports $182.56M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are VTV (25.3%), VUG (21.6%) and VOE (10.3%). The top 20 holdings account for 90.87% of reported assets. Its disclosed equity book has returned +63.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacies Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1755933). View Legacies Wealth LLC’s 13F filings on SEC