Legacies Wealth LLC: 13F holdings
CIK 17559332026Q2
| Positions | 109 |
|---|---|
| Reported value | $182.6m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTV VANGUARD VALUE ETF | 212,071 | $46.2m | 25.3% |
| VUG VANGUARD GROWTH ETF | 457,940 | $39.4m | 21.6% |
| VOE VANGUARD MID-CAP VALUE ETF | 95,248 | $18.8m | 10.3% |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 100,694 | $15.4m | 8.5% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 181,522 | $10.8m | 5.9% |
| FIDELITY ENHANCED INTERNATIONAL ETF | 225,546 | $9.1m | 5.0% |
| AAPL APPLE INC COM | 24,866 | $7.2m | 3.9% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 17,686 | $2.6m | 1.4% |
| ROUNDHILL MAGNIFICENT SEVEN ETF | 32,208 | $2.1m | 1.1% |
| VTI ISHARES S&P 100 ETF | 4,999 | $1.8m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755933")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.