Legacies Wealth LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Legacies Wealth LLC reported 109 stock positions worth $129.0 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 25.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 22.6%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 9.6%). Compared with Q3 2024, it opened 4 new positions, sold out of 4, added to 10 and reduced 7. The biggest buy was a new position in iShares S&P 100 ETF (OEF) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −15%).

Most Recent 13F
Q2 2026
Location
MINNETONKA, MN
CIK
0001755933
Portfolio Value
$129.0M (Q4 2024)
SEC Filing
0001755933-25-000002 ↗ filed Jan 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $113.0M Q1 2024 Q2 2024: $114.4M Q2 2024 Q3 2024: $125.9M Q3 2024 Q4 2024: $129.0M $129.0M Q4 2024 Q1 2025: $135.3M Q1 2025 Q2 2025: $150.6M Q2 2025 Q3 2025: $155.2M Q3 2025 Q4 2025: $176.9M Q4 2025 Q1 2026: $157.6M Q1 2026 Q2 2026: $182.6M Q2 2026

Holdings 109 stocks · $129.0M
VUG Vanguard Mrngstar GR ETF-Sui 25.05% 78,751 $32.3M Reduce -14.8%
VTV Vanguard Mrngstr Val ETF-Aui 22.59% 172,146 $29.1M Add +2.0%
VOE Vngrd Mrngstr MD-Cap Val ETF 9.57% 76,360 $12.4M Add +7.2%
VIOG Vanguard S&P SM Cap 600 GRW 5.29% 58,645 $6.8M Add +4.1%
AAPL Apple Inc. 4.35% 22,416 $5.6M Reduce -0.0%
VWO Vanguard Ftse Emerging Marke 3.49% 102,259 $4.5M Add +5.0%
VYM Vanguard High DVD Yield ETF 3.25% 32,815 $4.2M Add +105.0%
IWP iShares Russell Mid-Cap Grow 2.82% 28,732 $3.6M Reduce -1.5%
IXUS iShares Core Intl Stock ETF 2.54% 49,540 $3.3M Add +8.7%
VNQ Vanguard Real Estate ETF 2.01% 29,075 $2.6M Add +5.8%
IJR iShares Core S&P Small-Cap E 1.82% 20,426 $2.4M Add +23.3%
OEF iShares S&P 100 ETF 1.73% 7,722 $2.2M New
EFA iShares MSCI Eafe ETF 1.39% 23,748 $1.8M No change
MSFT Microsoft Corp. 1.05% 3,215 $1.4M No change
JPM JPMorgan Chase & Co. 0.69% 3,699 $887K No change
GOOG Alphabet Inc. Class C 0.69% 4,644 $884K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.65% 4,251 $842K No change
GOOGL Alphabet Inc. Class A 0.63% 4,320 $818K No change
META Meta Platforms Inc. Class A 0.63% 1,394 $816K No change
UNP Union Pacific Corp. 0.52% 2,945 $672K No change
V Visa Inc. Class A 0.47% 1,928 $609K No change
IWS iShares Russell Mid-Cap Valu 0.47% 4,638 $600K Add +222.8%
CRM Salesforce Inc. 0.40% 1,549 $518K No change
AMZN Amazon.com Inc. 0.38% 2,255 $495K No change
XLP SS Consumer Staples Sel Sect 0.36% 5,882 $462K No change
FICO Fair Isaac Corp. 0.34% 223 $444K No change
XLI SS Industrial Select Sector 0.33% 3,229 $425K No change
BWB Bridgewater Bancshares Inc. 0.26% 25,000 $338K No change
IJT iShares S&P Small-Cap 600 GR 0.26% 2,489 $337K New
AMP Ameriprise Financial Inc. 0.25% 603 $321K No change
UNH Unitedhealth Group Inc. 0.20% 510 $258K No change
TSM Taiwan Semiconductor-SP ADR 0.20% 1,282 $253K No change
ORLY O'reilly Automotive Inc. 0.19% 208 $247K No change
AON Aon PLC Class A 0.18% 659 $237K No change
NEE Nextera Energy Inc. 0.18% 3,275 $235K No change
PNC PNC Financial Services Group 0.17% 1,168 $225K No change
LMT Lockheed Martin Corp. 0.17% 462 $225K No change
TSLA Tesla Inc. 0.17% 550 $222K New
NOC Northrop Grumman Corp. 0.17% 459 $215K No change
MSI Motorola Solutions Inc. 0.16% 456 $211K No change
JNJ Johnson & Johnson 0.16% 1,415 $205K No change
ACN Accenture PLC Class A 0.14% 527 $185K No change
DHR Danaher Corp. 0.14% 786 $180K No change
SBUX Starbucks Corp. 0.13% 1,869 $171K No change
LOW Lowe's Cos Inc. 0.13% 656 $162K No change
VTI VG Morningstar TS MKT ETF-US 0.12% 556 $161K Reduce -2.8%
PKG Packaging Corp. of America 0.12% 696 $157K No change
ALL Allstate Corp. 0.12% 807 $156K No change
TRV The Travelers Cos Inc. 0.12% 628 $151K No change
ANSS Ansys Inc. 0.11% 408 $138K No change
NXPI NXP Semiconductors NV 0.11% 659 $137K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 3,055 $134K No change
CPRT Copart Inc. 0.10% 2,311 $133K No change
CSCO Cisco Systems Inc. 0.10% 2,154 $128K No change
BLK BlackRock Inc. 0.09% 114 $117K No change
XLK SS Technology Select Sector 0.09% 500 $116K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 242 $110K Reduce -2.4%
ABBV Abbvie Inc. 0.08% 604 $107K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 166 $97K Reduce -26.9%
IEX Idex Corp. 0.07% 455 $95K No change
BA The Boeing Co. 0.07% 499 $88K No change
RSP Invesco S&P 500 Equal Weight 0.07% 500 $88K No change
SBAC SBA Communications Corp. 0.07% 415 $85K No change
AZN Astrazeneca PLC-Spons ADR 0.07% 1,290 $85K No change
SIRI Sirius XM Holdings Inc. 0.07% 3,694 $84K No change
IDXX Idexx Laboratories Inc. 0.06% 183 $76K No change
TECH Bio-Techne Corp. 0.06% 1,036 $75K No change
GGG Graco Inc. 0.06% 842 $71K No change
MRSH Marsh & McLennan Cos 0.06% 334 $71K No change
GLW Corning Inc. 0.05% 1,444 $69K No change
CDW CDW Corp. 0.05% 394 $69K No change
FWONK Liberty Media Corp. Class C 0.05% 735 $68K No change
IVV iShares Core S&P 500 ETF 0.05% 113 $67K New
LBRDK Liberty Broadband-C 0.05% 801 $60K No change
IWV iShares Russell 3000 ETF 0.05% 175 $58K No change
MTD Mettler-Toledo International 0.04% 47 $58K No change
SHW The Sherwin-Williams Co. 0.04% 169 $57K No change
FAF First American Financial 0.04% 894 $56K No change
LSTR Landstar System Inc. 0.04% 321 $55K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 200 $53K No change
LLYVK Liberty Media Corp.-Liberty-C 0.04% 766 $52K No change
MRK Merck & Co. Inc. 0.04% 500 $50K No change
VIG Vanguard Dividend Apprec ETF 0.04% 250 $49K No change
DSI iShares ESG MSCI KLD 400 ETF 0.03% 401 $44K No change
BLKB Blackbaud Inc. 0.03% 592 $44K No change
COLM Columbia Sportswear Co. 0.03% 518 $43K No change
MDT Medtronic PLC 0.03% 500 $40K No change
VXUS Vanguard Total Intl Stock 0.03% 674 $40K No change
IWM iShares Russell 2000 ETF 0.03% 177 $39K No change
XLF SS Financial Select Sector 0.03% 800 $39K No change
WEX Wex Inc. 0.03% 214 $38K No change
LHX L3HARRIS Technologies Inc. 0.03% 162 $34K No change
IUSV iShares Core S&P U.S. Value 0.03% 353 $33K Reduce -4.6%
IJH iShares Core S&P Midcap ETF 0.02% 500 $31K No change
FWONA Liberty Media Corp. Class A 0.02% 367 $31K No change
GLD SPDR Gold Shares 0.02% 125 $30K No change
LBRDA Liberty Broadband-A 0.02% 367 $27K No change
CRBN Ish Low Car Opt Ms Ac ETF-US 0.02% 140 $27K No change
LLYVA Liberty Media Corp.-Liberty-A 0.02% 382 $25K No change
BITO Proshares Bitcoin ETF-Usd 0.02% 855 $19K Add +48.7%

Show all 109 holdings

Portfolio Sells Q3 2024 → Q4 2024
VUG Vanguard Mrngstar GR ETF-Sui Reduce -14.8% 25.05% −3.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -26.9% 0.08% −0.03
WFC Wells Fargo & Co. Sold out 0.00% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.4% 0.09% −0.01
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.8% 0.12% −0.00
IUSV iShares Core S&P U.S. Value Reduce -4.6% 0.03% −0.00
CVX Chevron Corp. Sold out 0.00% −0.00
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.00
IWP iShares Russell Mid-Cap Grow Reduce -1.5% 2.82% +0.11
AAPL Apple Inc. Reduce -0.0% 4.35% +0.20

Portfolio Buys Q3 2024 → Q4 2024
OEF iShares S&P 100 ETF New 1.73% +1.73
VYM Vanguard High DVD Yield ETF Add +105.0% 3.25% +1.62
IWS iShares Russell Mid-Cap Valu Add +222.8% 0.47% +0.31
IJR iShares Core S&P Small-Cap E Add +23.3% 1.82% +0.28
IJT iShares S&P Small-Cap 600 GR New 0.26% +0.26
TSLA Tesla Inc. New 0.17% +0.17
VOE Vngrd Mrngstr MD-Cap Val ETF Add +7.2% 9.57% +0.08
IVV iShares Core S&P 500 ETF New 0.05% +0.05
BITO Proshares Bitcoin ETF-Usd Add +48.7% 0.02% +0.01
VIOG Vanguard S&P SM Cap 600 GRW Add +4.1% 5.29% −0.07
IXUS iShares Core Intl Stock ETF Add +8.7% 2.54% −0.09
VNQ Vanguard Real Estate ETF Add +5.8% 2.01% −0.12
VWO Vanguard Ftse Emerging Marke Add +5.0% 3.49% −0.21
VTV Vanguard Mrngstr Val ETF-Aui Add +2.0% 22.59% −0.82

Notes & Other Activity Q3 2024 → Q4 2024
AVGO Broadcom Inc. COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 109$182.6MVTV, VUG, VOE, VIOG, VWO
Q1 2026 107$157.6MVTV, VUG, VOE, VIOG, VWO
Q4 2025 118$176.9MVTV, VUG, VOE, QQQ, VIOG
Q3 2025 112$155.2MVUG, VTV, VOE, VIOG, VWO
Q2 2025 110$150.6MVUG, VTV, VOE, QQQ, VIOG
Q1 2025 110$135.3MVTV, VUG, VOE, VIOG, AAPL
Q4 2024 109$129.0MVUG, VTV, VOE, VIOG, AAPL
Q3 2024 109$125.9MVUG, VTV, VOE, VIOG, AAPL
Q2 2024 110$114.4MVUG, VTV, VOE, VIOG, AAPL
Q1 2024 110$113.0MVUG, VTV, VOE, VIOG, VWO