Legacies Wealth LLC

13F filer · CIK 0001755933

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$183MU.S. long equity reported on 13F

Positions694 new · 5 closed

Net flow last quarter-$7.08MBuys minus sells

Top 10 positions weight9.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202669 positions
AAPLApple Inc.	$7.2M	3.94%	0.00%	Not reported	Q4 2018
GOOGAlphabet Inc.	$1.62M	0.89%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$1.55M	0.85%	0.00%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$1.54M	0.85%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.44M	0.79%	0.00%	Not reported	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.38M	0.75%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$795K	0.44%	Not reported	-1.5%	Q4 2018
METAMeta Platforms, Inc.	$785K	0.43%	Not reported	Not reported	Q4 2018
UNPUnion Pacific Corp	$648K	0.35%	0.00%	Not reported	Q4 2018
VVisa Inc.	$642K	0.35%	0.00%	Not reported	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$612K	0.34%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$491K	0.27%	0.00%	Not reported	Q4 2018
CRBNHeritage Global Inc.	$402K	0.22%	Not reported	+3.6%	Q2 2019
GLWCorning Inc	$369K	0.20%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$325K	0.18%	Not reported	-3.4%	Q4 2018
PNCPNC Financial Services Group, Inc.	$288K	0.16%	0.00%	Not reported	Q4 2018
NEENextera Energy Inc	$287K	0.16%	0.00%	Not reported	Q4 2018
AMPAmeriprise Financial Inc	$277K	0.15%	0.00%	Not reported	Q4 2018
ORLYO Reilly Automotive Inc	$268K	0.15%	0.00%	Not reported	Q4 2018
FICOFair Isaac Corp	$266K	0.15%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$253K	0.14%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$240K	0.13%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$235K	0.13%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$230K	0.13%	Not reported	-96.6%	Q1 2020
TRVTravelers Companies, Inc.	$207K	0.11%	0.00%	Not reported	Q4 2018
ALLAllstate Corp	$192K	0.11%	0.00%	Not reported	Q4 2018
MSIMotorola Solutions, Inc.	$189K	0.10%	0.00%	Not reported	Q4 2018
NXPINXP Semiconductors N.V.	$185K	0.10%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$181K	0.10%	0.00%	+19.6%	Q4 2018
AONAon plc	$176K	0.10%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$174K	0.10%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$152K	0.08%	0.00%	Not reported	Q4 2018
LOWLowes Companies Inc	$145K	0.08%	0.00%	Not reported	Q4 2018
GDGeneral Dynamics Corp	$132K	0.07%	0.00%	Not reported	Q1 2026
RSGRepublic Services, Inc.	$130K	0.07%	0.00%	Not reported	Q1 2026
AZNAstrazeneca PLC	$122K	0.07%	Not reported	Not reported	Q4 2018
WMTWalmart Inc.	$113K	0.06%	0.00%	Not reported	Q1 2026
BLKBlackRock, Inc.	$110K	0.06%	0.00%	Not reported	Q4 2018
SIRISirius XM Holdings Inc.	$109K	0.06%	0.00%	Not reported	Q3 2024
BABoeing Co	$108K	0.06%	0.00%	Not reported	Q4 2018
MAMastercard Inc	$108K	0.06%	0.00%	Not reported	Q1 2026
PKGPackaging Corp of America	$99.1K	0.05%	0.00%	Not reported	Q4 2018
IWSImageware Systems Inc	$97.3K	0.05%	Not reported	-13.5%	Q4 2018
IDXXIdexx Laboratories Inc	$96.3K	0.05%	0.00%	Not reported	Q4 2018
LLYVKLiberty Live Holdings, Inc.	$80.9K	0.04%	Not reported	Not reported	Q3 2023
SBACSba Communications Corp	$73.2K	0.04%	0.00%	Not reported	Q4 2018
FWONKLiberty Media Corp	$69.9K	0.04%	Not reported	Not reported	Q4 2018
FAFFirst American Financial Corp	$61.3K	0.03%	0.00%	Not reported	Q4 2018
SHWSherwin Williams Co	$58.2K	0.03%	0.00%	Not reported	Q4 2018
SPCXSpace Exploration Technologies Corp	$49K	0.03%	Not reported	New	Q2 2026

Q1 2026Reported Apr 21, 202670 positions
AAPLApple Inc.	$6.31M	4.00%	0.00%	-0.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$5.35M	3.39%	Not reported	-64.1%	Q1 2020
MSFTMicrosoft Corp	$1.54M	0.98%	0.00%	+14.5%	Q4 2018
GOOGAlphabet Inc.	$1.32M	0.84%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.3M	0.82%	0.00%	+19.8%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.29M	0.82%	Not reported	-20.0%	Q4 2018
GOOGLAlphabet Inc.	$1.24M	0.79%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$798K	0.51%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$702K	0.45%	Not reported	-6.4%	Q4 2018
UNPUnion Pacific Corp	$578K	0.37%	0.00%	-19.1%	Q4 2018
VVisa Inc.	$566K	0.36%	0.00%	-2.9%	Q4 2018
BWBBridgewater Bancshares Inc	$443K	0.28%	0.09%	Not reported	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$433K	0.27%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$429K	0.27%	0.00%	-6.7%	Q4 2018
CRBNHeritage Global Inc.	$342K	0.22%	Not reported	+124.8%	Q2 2019
BRK.BBerkshire Hathaway Inc	$323K	0.20%	Not reported	+196.5%	Q4 2018
NEENextera Energy Inc	$304K	0.19%	0.00%	Not reported	Q4 2018
LMTLockheed Martin Corp	$279K	0.18%	0.00%	Not reported	Q4 2018
ORLYO Reilly Automotive Inc	$269K	0.17%	0.00%	Not reported	Q4 2018
AMPAmeriprise Financial Inc	$268K	0.17%	0.00%	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$243K	0.15%	0.00%	Not reported	Q4 2018
FICOFair Isaac Corp	$238K	0.15%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$212K	0.13%	0.00%	Not reported	Q4 2024
MSIMotorola Solutions, Inc.	$198K	0.13%	0.00%	Not reported	Q4 2018
GLWCorning Inc	$196K	0.12%	0.00%	Not reported	Q4 2018
TRVTravelers Companies, Inc.	$183K	0.12%	0.00%	Not reported	Q4 2018
AONAon plc	$171K	0.11%	0.00%	-19.6%	Q4 2018
ALLAllstate Corp	$167K	0.11%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$167K	0.11%	0.00%	Not reported	Q4 2018
LOWLowes Companies Inc	$155K	0.10%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$149K	0.09%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$146K	0.09%	0.00%	-57.9%	Q4 2018
RSGRepublic Services, Inc.	$134K	0.08%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$131K	0.08%	0.00%	Not reported	Q4 2018
NXPINXP Semiconductors N.V.	$130K	0.08%	0.00%	Not reported	Q4 2018
GDGeneral Dynamics Corp	$128K	0.08%	0.00%	New	Q1 2026
AZNAstrazeneca PLC	$127K	0.08%	Not reported	Not reported	Q4 2018
WMTWalmart Inc.	$125K	0.08%	0.00%	New	Q1 2026
BLKBlackRock, Inc.	$110K	0.07%	0.00%	Not reported	Q4 2018
MAMastercard Inc	$105K	0.07%	0.00%	New	Q1 2026
IDXXIdexx Laboratories Inc	$103K	0.07%	0.00%	Not reported	Q4 2018
IWSImageware Systems Inc	$99.5K	0.06%	Not reported	-25.6%	Q4 2018
BABoeing Co	$99.3K	0.06%	0.00%	Not reported	Q4 2018
PKGPackaging Corp of America	$88.3K	0.06%	0.00%	-40.2%	Q4 2018
SIRISirius XM Holdings Inc.	$85.3K	0.05%	0.00%	Not reported	Q3 2024
LLYVKLiberty Live Holdings, Inc.	$72.1K	0.05%	Not reported	Not reported	Q3 2023
SBACSba Communications Corp	$71.4K	0.05%	0.00%	Not reported	Q4 2018
FWONKLiberty Media Corp	$62.5K	0.04%	Not reported	Not reported	Q4 2018
LHXL3harris Technologies, Inc.	$55.9K	0.04%	0.00%	Not reported	Q2 2019
SHWSherwin Williams Co	$54.2K	0.03%	0.00%	Not reported	Q4 2018

Q4 2025Reported Jan 29, 202680 positions
QQQInvesco QQQ Trust, Series 1	$15.9M	8.97%	Not reported	+167.7%	Q1 2020
AAPLApple Inc.	$6.78M	3.83%	0.00%	+12.5%	Q4 2018
MSFTMicrosoft Corp	$1.76M	0.99%	0.00%	-4.3%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.56M	0.88%	Not reported	-15.0%	Q4 2018
GOOGAlphabet Inc.	$1.44M	0.81%	Not reported	Not reported	Q4 2018
GOOGLAlphabet Inc.	$1.35M	0.76%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.19M	0.67%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$920K	0.52%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$787K	0.44%	Not reported	+595.2%	Q4 2018
UNPUnion Pacific Corp	$681K	0.39%	0.00%	Not reported	Q4 2018
VVisa Inc.	$676K	0.38%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$510K	0.29%	0.00%	Not reported	Q4 2018
BWBBridgewater Bancshares Inc	$438K	0.25%	0.09%	Not reported	Q4 2018
CRMSalesforce, Inc.	$410K	0.23%	0.00%	Not reported	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$390K	0.22%	0.00%	Not reported	Q4 2018
FICOFair Isaac Corp	$377K	0.21%	0.00%	Not reported	Q4 2018
AMPAmeriprise Financial Inc	$296K	0.17%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$293K	0.17%	0.00%	Not reported	Q4 2018
ORLYO Reilly Automotive Inc	$265K	0.15%	0.00%	Not reported	Q4 2018
NEENextera Energy Inc	$263K	0.15%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$256K	0.14%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$244K	0.14%	0.00%	Not reported	Q4 2018
NOCNorthrop Grumman Corp	$243K	0.14%	0.00%	Not reported	Q4 2018
AONAon plc	$233K	0.13%	0.00%	Not reported	Q4 2018
LMTLockheed Martin Corp	$223K	0.13%	0.00%	Not reported	Q4 2018
TRVTravelers Companies, Inc.	$182K	0.10%	0.00%	Not reported	Q4 2018
DHRDanaher Corp	$180K	0.10%	0.00%	Not reported	Q4 2018
MSIMotorola Solutions, Inc.	$175K	0.10%	0.00%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$168K	0.10%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$168K	0.09%	0.00%	Not reported	Q4 2018
ALLAllstate Corp	$168K	0.09%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$166K	0.09%	0.00%	Not reported	Q4 2018
LOWLowes Companies Inc	$158K	0.09%	0.00%	Not reported	Q4 2018
SBUXStarbucks Corp	$157K	0.09%	0.00%	Not reported	Q4 2018
CRBNHeritage Global Inc.	$157K	0.09%	Not reported	-2.0%	Q2 2019
PKGPackaging Corp of America	$144K	0.08%	0.00%	Not reported	Q4 2018
NXPINXP Semiconductors N.V.	$143K	0.08%	0.00%	Not reported	Q4 2018
ACNAccenture plc	$141K	0.08%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$138K	0.08%	0.00%	Not reported	Q4 2018
IWSImageware Systems Inc	$129K	0.07%	Not reported	-3.1%	Q4 2018
GLWCorning Inc	$126K	0.07%	0.00%	Not reported	Q4 2018
IDXXIdexx Laboratories Inc	$124K	0.07%	0.00%	Not reported	Q4 2018
BLKBlackRock, Inc.	$122K	0.07%	0.00%	Not reported	Q4 2018
AZNAstrazeneca PLC	$119K	0.07%	Not reported	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$114K	0.06%	Not reported	Not reported	Q4 2018
BABoeing Co	$108K	0.06%	0.00%	Not reported	Q4 2018
SBACSba Communications Corp	$80.3K	0.05%	0.00%	Not reported	Q4 2018
SIRISirius XM Holdings Inc.	$73.9K	0.04%	0.00%	Not reported	Q3 2024
FWONKLiberty Media Corp	$72.4K	0.04%	Not reported	Not reported	Q4 2018
LLYVKLiberty Live Holdings, Inc.	$63.7K	0.04%	Not reported	Not reported	Q3 2023

Q3 2025Reported Oct 14, 202580 positions
QQQInvesco QQQ Trust, Series 1	$5.8M	3.73%	Not reported	-47.0%	Q1 2020
AAPLApple Inc.	$5.65M	3.64%	0.00%	+1.1%	Q4 2018
MSFTMicrosoft Corp	$1.96M	1.27%	0.00%	+18.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.81M	1.16%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.16M	0.75%	0.00%	-0.4%	Q4 2018
GOOGAlphabet Inc.	$1.12M	0.72%	Not reported	-1.1%	Q4 2018
GOOGLAlphabet Inc.	$1.05M	0.68%	0.00%	Not reported	Q4 2018
METAMeta Platforms, Inc.	$1.02M	0.66%	Not reported	Not reported	Q4 2018
UNPUnion Pacific Corp	$696K	0.45%	0.00%	Not reported	Q4 2018
VVisa Inc.	$658K	0.42%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$485K	0.31%	0.00%	-2.1%	Q4 2018
BWBBridgewater Bancshares Inc	$440K	0.28%	0.09%	Not reported	Q4 2018
CRMSalesforce, Inc.	$367K	0.24%	0.00%	Not reported	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$358K	0.23%	0.00%	Not reported	Q4 2018
FICOFair Isaac Corp	$334K	0.22%	0.00%	Not reported	Q4 2018
ORLYO Reilly Automotive Inc	$314K	0.20%	0.00%	Not reported	Q4 2018
AMPAmeriprise Financial Inc	$296K	0.19%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$262K	0.17%	0.00%	Not reported	Q4 2018
NOCNorthrop Grumman Corp	$260K	0.17%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$253K	0.16%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$247K	0.16%	0.00%	Not reported	Q4 2018
AONAon plc	$235K	0.15%	0.00%	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$235K	0.15%	0.00%	Not reported	Q4 2018
LMTLockheed Martin Corp	$231K	0.15%	0.00%	Not reported	Q4 2018
MSIMotorola Solutions, Inc.	$209K	0.13%	0.00%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$176K	0.11%	0.00%	Not reported	Q4 2018
TRVTravelers Companies, Inc.	$175K	0.11%	0.00%	Not reported	Q4 2018
ALLAllstate Corp	$173K	0.11%	0.00%	Not reported	Q4 2018
LOWLowes Companies Inc	$165K	0.11%	0.00%	Not reported	Q4 2018
SBUXStarbucks Corp	$158K	0.10%	0.00%	Not reported	Q4 2018
CRBNHeritage Global Inc.	$158K	0.10%	Not reported	Not reported	Q2 2019
BACBank of America Corp	$158K	0.10%	0.00%	Not reported	Q4 2018
DHRDanaher Corp	$156K	0.10%	0.00%	Not reported	Q4 2018
PKGPackaging Corp of America	$152K	0.10%	0.00%	Not reported	Q4 2018
NXPINXP Semiconductors N.V.	$150K	0.10%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$147K	0.09%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$140K	0.09%	0.00%	Not reported	Q4 2018
BLKBlackRock, Inc.	$133K	0.09%	0.00%	Not reported	Q4 2018
IWSImageware Systems Inc	$132K	0.09%	Not reported	-11.1%	Q4 2018
ACNAccenture plc	$130K	0.08%	0.00%	Not reported	Q4 2018
GLWCorning Inc	$118K	0.08%	0.00%	Not reported	Q4 2018
IDXXIdexx Laboratories Inc	$117K	0.08%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$114K	0.07%	Not reported	Not reported	Q4 2018
SPYSPDR S&P 500 ETF Trust	$111K	0.07%	Not reported	Not reported	Q4 2018
BABoeing Co	$108K	0.07%	0.00%	Not reported	Q4 2018
CPRTCopart Inc	$104K	0.07%	0.00%	Not reported	Q4 2018
AZNAstrazeneca PLC	$99K	0.06%	Not reported	Not reported	Q4 2018
SIRISirius XM Holdings Inc.	$86K	0.06%	0.00%	Not reported	Q3 2024
SBACSba Communications Corp	$80.2K	0.05%	0.00%	Not reported	Q4 2018
FWONKLiberty Media Corp	$76.8K	0.05%	Not reported	Not reported	Q4 2018

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