Legacies Wealth LLC

Q2 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$182,556
Net value change ($000)
+24,916 (15.8%)
New positions
8
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 7,795 24.6%
VTV 6,363 16.0%
VIOG 3,552 29.9%
MAGS 2,071 NEW
VOE 2,017 12.0%
VWO 1,487 15.9%
FENI 1,134 14.3%
VTI 1,098 1464.0%
AAPL 884 14.0%
IJR 421 19.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -5,122 -95.7%
BWB -443 -100.0%
LMT -44 -15.8%
MDT -43 -100.0%
NEE -17 -5.6%
LBRDA -13 -32.5%
META -13 -1.6%
WMT -12 -9.6%
LOW -10 -6.5%
LHX -9 -16.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type