Legacies Wealth LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 184,719
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 140 | 184,719 | 13F-HR | Legacies Wealth LLC |
| Q2 2026 | 7/22/2026 | 109 | 182,556 | 13F-HR | Legacies Wealth LLC |
| Q1 2026 | 4/21/2026 | 107 | 157,640 | 13F-HR | Dougherty Wealth Advisers LLC |
| Q4 2025 | 1/29/2026 | 118 | 176,935 | 13F-HR | Dougherty Wealth Advisers LLC |
| Q3 2025 | 10/14/2025 | 112 | 155,199 | 13F-HR | Dougherty Wealth Advisers LLC |
| Q2 2025 | 7/22/2025 | 110 | 150,580 | 13F-HR | Dougherty Wealth Advisers LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.24 K | 15.3% | 5.548 K | 0 | 5.548 K |
| ETFs | 156.5 K | 84.7% | 0 | 3.383 K | -3.383 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
184,719
Holdings
140
QoQ value change ($000)
2,163
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.