Legacies Wealth LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Legacies Wealth LLC reported 110 stock positions worth $135.3 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 27.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 25.1%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 9.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 9 and reduced 11. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +26%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −51%).

Most Recent 13F
Q2 2026
Location
MINNETONKA, MN
CIK
0001755933
Portfolio Value
$135.3M (Q1 2025)
SEC Filing
0001755933-25-000005 ↗ filed Apr 25, 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 Q4 2024 Q1 2025: $135.3M $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 110 stocks · $135.3M
VTV Vanguard Mrngstr Val ETF-Aui 27.65% 216,532 $37.4M Add +25.8%
VUG Vanguard Mrngstar GR ETF-Sui 25.09% 91,531 $33.9M Add +16.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 9.24% 77,875 $12.5M Add +2.0%
VIOG Vanguard S&P SM Cap 600 GRW 5.04% 63,733 $6.8M Add +8.7%
AAPL Apple Inc. 3.60% 21,926 $4.9M Reduce -2.2%
VWO Vanguard Ftse Emerging Marke 3.52% 105,185 $4.8M Add +2.9%
IXUS iShares Core Intl Stock ETF 2.60% 50,399 $3.5M Add +1.7%
IWP iShares Russell Mid-Cap Grow 2.48% 28,514 $3.4M Reduce -0.8%
VNQ Vanguard Real Estate ETF 1.99% 29,672 $2.7M Add +2.0%
IJR iShares Core S&P Small-Cap E 1.58% 20,426 $2.1M No change
OEF iShares S&P 100 ETF 1.55% 7,722 $2.1M No change
VYM Vanguard High DVD Yield ETF 1.53% 16,007 $2.1M Reduce -51.2%
EFA iShares MSCI Eafe ETF 1.44% 23,748 $1.9M No change
MSFT Microsoft Corp. 0.89% 3,215 $1.2M No change
JPM JPMorgan Chase & Co. 0.67% 3,699 $907K No change
META Meta Platforms Inc. Class A 0.59% 1,394 $803K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.59% 4,251 $792K No change
GOOG Alphabet Inc. Class C 0.54% 4,644 $726K No change
UNP Union Pacific Corp. 0.51% 2,945 $696K No change
IWS iShares Russell Mid-Cap Valu 0.50% 5,414 $682K Add +16.7%
V Visa Inc. Class A 0.50% 1,928 $676K No change
GOOGL Alphabet Inc. Class A 0.49% 4,320 $668K No change
XLP SS Consumer Staples Sel Sect 0.36% 5,882 $480K No change
AMZN Amazon.com Inc. 0.32% 2,255 $429K No change
XLI SS Industrial Select Sector 0.31% 3,229 $423K No change
CRM Salesforce Inc. 0.31% 1,549 $416K No change
FICO Fair Isaac Corp. 0.30% 223 $411K No change
BWB Bridgewater Bancshares Inc. 0.26% 25,000 $347K No change
AMP Ameriprise Financial Inc. 0.22% 603 $292K No change
ORLY O'reilly Automotive Inc. 0.21% 194 $278K Reduce -6.7%
UNH Unitedhealth Group Inc. 0.20% 510 $267K No change
AON Aon PLC Class A 0.19% 659 $263K No change
JNJ Johnson & Johnson 0.17% 1,415 $235K No change
NEE Nextera Energy Inc. 0.17% 3,275 $232K No change
NOC Northrop Grumman Corp. 0.16% 426 $218K Reduce -7.2%
TSM Taiwan Semiconductor-SP ADR 0.16% 1,282 $213K No change
LMT Lockheed Martin Corp. 0.15% 462 $206K No change
PNC PNC Financial Services Group 0.15% 1,168 $205K No change
MSI Motorola Solutions Inc. 0.15% 456 $200K No change
SBUX Starbucks Corp. 0.14% 1,869 $183K No change
ALL Allstate Corp. 0.12% 807 $167K No change
TRV The Travelers Cos Inc. 0.12% 628 $166K No change
ACN Accenture PLC Class A 0.12% 527 $164K No change
DHR Danaher Corp. 0.12% 786 $161K No change
LOW Lowe's Cos Inc. 0.11% 656 $153K No change
VTI VG Morningstar TS MKT ETF-US 0.11% 556 $153K No change
TSLA Tesla Inc. 0.11% 550 $143K No change
PKG Packaging Corp. of America 0.10% 696 $138K No change
CSCO Cisco Systems Inc. 0.10% 2,154 $133K No change
CPRT Copart Inc. 0.10% 2,311 $131K No change
ANSS Ansys Inc. 0.10% 408 $129K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 3,055 $127K No change
ABBV Abbvie Inc. 0.09% 604 $127K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 237 $126K Reduce -2.1%
NXPI NXP Semiconductors NV 0.09% 659 $125K No change
BLK BlackRock Inc. 0.08% 114 $108K No change
XLK SS Technology Select Sector 0.08% 500 $103K No change
AZN Astrazeneca PLC-Spons ADR 0.07% 1,290 $95K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 166 $93K No change
SBAC SBA Communications Corp. 0.07% 415 $91K No change
RSP Invesco S&P 500 Equal Weight 0.06% 500 $87K No change
BA The Boeing Co. 0.06% 499 $85K No change
SIRI Sirius XM Holdings Inc. 0.06% 3,694 $83K No change
IEX Idex Corp. 0.06% 455 $82K No change
MRSH Marsh & McLennan Cos 0.06% 334 $82K No change
IDXX Idexx Laboratories Inc. 0.06% 183 $77K No change
GGG Graco Inc. 0.05% 842 $70K No change
CRBN Ish Low Car Opt Ms Ac ETF-US 0.05% 361 $69K Add +157.9%
LBRDK Liberty Broadband-C 0.05% 801 $68K No change
FWONK Liberty Media Corp. Class C 0.05% 735 $66K No change
GLW Corning Inc. 0.05% 1,444 $66K No change
IVV iShares Core S&P 500 ETF 0.05% 113 $63K No change
CDW CDW Corp. 0.05% 394 $63K No change
TECH Bio-Techne Corp. 0.04% 1,036 $61K No change
SHW The Sherwin-Williams Co. 0.04% 169 $59K No change
FAF First American Financial 0.04% 894 $59K No change
IWV iShares Russell 3000 ETF 0.04% 175 $56K No change
MTD Mettler-Toledo International 0.04% 47 $56K No change
LLYVK Liberty Media Corp.-Liberty-C 0.04% 766 $52K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 200 $52K No change
VIG Vanguard Dividend Apprec ETF 0.04% 250 $48K No change
LSTR Landstar System Inc. 0.04% 321 $48K No change
MDT Medtronic PLC 0.03% 500 $45K No change
MRK Merck & Co. Inc. 0.03% 500 $45K No change
VXUS Vanguard Total Intl Stock 0.03% 674 $42K No change
DSI iShares ESG MSCI KLD 400 ETF 0.03% 401 $41K No change
XLF SS Financial Select Sector 0.03% 800 $40K No change
IJT iShares S&P Small-Cap 600 GR 0.03% 305 $38K Reduce -87.8%
BLKB Blackbaud Inc. 0.03% 592 $37K No change
IWM iShares Russell 2000 ETF 0.03% 177 $35K No change
LHX L3HARRIS Technologies Inc. 0.03% 162 $34K No change
WEX Wex Inc. 0.02% 214 $34K No change
LBRDA Liberty Broadband-A 0.02% 367 $31K No change
IUSV iShares Core S&P U.S. Value 0.02% 338 $31K Reduce -4.3%
FWONA Liberty Media Corp. Class A 0.02% 367 $30K No change
IJH iShares Core S&P Midcap ETF 0.02% 500 $29K No change
GLD SPDR Gold Shares 0.02% 100 $29K Reduce -20.0%
LLYVA Liberty Media Corp.-Liberty-A 0.01% 299 $20K Reduce -21.7%
VHT Vanguard Health Care ETF 0.01% 75 $20K No change
LRCX Lam Research Corp. 0.01% 200 $15K No change
XLRE SS Real Estate Select Sector 0.01% 218 $9K No change
MMM 3M Co. 0.01% 60 $9K No change
ITOT iShares Core S&P Total U.S. 0.01% 66 $8K No change
BITO Proshares Bitcoin ETF-Usd 0.01% 385 $7K Reduce -55.0%
YMAX Yieldmax Universe Fo in Etfs 0.00% 367 $5K New
AMD Advanced Micro Devices 0.00% 25 $3K New
CIGI Colliers Intl GR-Subord Vot 0.00% 20 $2K No change
BATRK Atlanta Braves Holdings in-C 0.00% 31 $1K No change
SOLV Solventum Corp. 0.00% 11 $836 No change
BCSF Bain Capital Specialty Finan 0.00% 50 $830 No change

Portfolio Sells Q4 2024 → Q1 2025
VYM Vanguard High DVD Yield ETF Reduce -51.2% 1.53% −1.72
AAPL Apple Inc. Reduce -2.2% 3.60% −0.75
IWP iShares Russell Mid-Cap Grow Reduce -0.8% 2.48% −0.35
IJT iShares S&P Small-Cap 600 GR Reduce -87.8% 0.03% −0.23
COLM Columbia Sportswear Co. Sold out 0.00% −0.03
BITO Proshares Bitcoin ETF-Usd Reduce -55.0% 0.01% −0.01
NOC Northrop Grumman Corp. Reduce -7.2% 0.16% −0.01
LLYVA Liberty Media Corp.-Liberty-A Reduce -21.7% 0.01% −0.00
IUSV iShares Core S&P U.S. Value Reduce -4.3% 0.02% −0.00
GLD SPDR Gold Shares Reduce -20.0% 0.02% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 0.09% +0.01
ORLY O'reilly Automotive Inc. Reduce -6.7% 0.21% +0.01

Portfolio Buys Q4 2024 → Q1 2025
VTV Vanguard Mrngstr Val ETF-Aui Add +25.8% 27.65% +5.06
IXUS iShares Core Intl Stock ETF Add +1.7% 2.60% +0.06
VUG Vanguard Mrngstar GR ETF-Sui Add +16.2% 25.09% +0.04
IWS iShares Russell Mid-Cap Valu Add +16.7% 0.50% +0.04
CRBN Ish Low Car Opt Ms Ac ETF-US Add +157.9% 0.05% +0.03
VWO Vanguard Ftse Emerging Marke Add +2.9% 3.52% +0.03
YMAX Yieldmax Universe Fo in Etfs New 0.00% +0.00
AMD Advanced Micro Devices New 0.00% +0.00
VNQ Vanguard Real Estate ETF Add +2.0% 1.99% −0.02
VIOG Vanguard S&P SM Cap 600 GRW Add +8.7% 5.04% −0.25
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.0% 9.24% −0.33

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