account_balance
Investment manager · 13F filer · SEC CIK 1755933
Legacies Wealth LLC
Reported value$185Mas of Sep 30, 2026
Positions140 37 new, 6 sold out
Top 10 weight84.2%VTV alone is 25%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Morningstar Value ETF
24.9%
VUGVanguard Morningstar Growth ETF
22.5%
VOEVanguard Morningstar Mid-Cap Value ETF
10.1%
VIOGVanguard S&P Small-Cap 600 Growth ETF
7.6%
VWOVanguard Ftse Emerging Markets ETF
5.9%
FENIFidelity Enhanced International ETF
4.9%
AAPLApple Inc.
4.5%
MSFT1.4%IJR1.3%
OEF1.0%
GOOGVTVVanguard Morningstar Value ETF
24.9%
VUGVanguard Morningstar Growth ETF
22.5%
VOEVanguard Morningstar Mid-Cap Value ETF
10.1%
VIOGVanguard S&P Small-Cap 600 Growth ETF
7.6%
VWOVanguard Ftse Emerging Markets ETF
5.9%
FENIFidelity Enhanced International ETF
4.9%
IJR
OEF
GOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Morningstar Value ETF 24.9% Held
VUG Vanguard Morningstar Growth ETF 22.5% Held
VOE Vanguard Morningstar Mid-Cap Value ETF 10.1% Held
VIOG Vanguard S&P Small-Cap 600 Growth ETF 7.6% Held
VWO Vanguard Ftse Emerging Markets ETF 5.9% Held
FENI Fidelity Enhanced International ETF 4.9% Held
AAPL Apple Inc. 4.5% HeldMSFT Microsoft Corp 1.4% Added +17%IJR iShares Core S&P Small Cap ETF 1.3% Held
OEF iShares S&P 100 ETF 1.0% Held
GOOG Alphabet Inc. 0.9% Added +9%GOOGL Alphabet Inc. 0.9% Added +9%What changed
Biggest moves since Jun 30, 2026
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