Legacies Wealth LLC

Q3 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$184,719
Net value change ($000)
+2,163 (1.2%)
New positions
37
Sold out positions
6
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,125 5.4%
AAPL 1,086 15.1%
MSFT 951 61.3%
NVDA 430 NEW
AMZN 257 52.3%
META 226 28.8%
ADI 209 NEW
FAST 170 NEW
HEI 169 NEW
VEEV 144 NEW
Top Reduces (Value $000, Stocks/ETFs)
MAGS -2,071 -100.0%
VIOG -1,444 -9.3%
JAAA -984 -85.3%
JBBB -249 -59.4%
QQQ -230 -100.0%
IJR -217 -8.3%
GLW -147 -39.8%
VTV -134 -0.3%
FICO -100 -37.6%
VOE -76 -0.4%
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