Legacies Wealth LLC holds a concentrated book of 109 reported positions worth $182.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Roundhill Magnificent Seven and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Vanguard Value ETF at 25% of the reported non-option book.
Legacies Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+7 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legacies Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 47 / 80 | $44.1B |
| Swiss Re Ltd | 33 / 80 | $1.0B |
| BlueSpruce Investments, LP | 8 / 80 | $591.0M |
| Prospect Hill Management, LLC | 8 / 80 | $231.6M |
| AF Advisors, Inc. | 10 / 80 | $174.4M |
| XP Advisory US, Inc. | 17 / 80 | $149.1M |
| Ardent Capital Management, Inc. | 19 / 80 | $194.1M |
| Diesslin Group, Inc. | 19 / 80 | $206.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Legacies Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Value ETF ETF | $46.2M | 212.1K | 25.3% | ▲+4.4% Added · +9K sh | |
| 2 | Vanguard Growth ETF ETF | $39.4M | 457.9K | 21.6% | ▲+532% Added · +385K sh | |
| 3 | Vanguard Mid-Cap Value ETF ETF | $18.8M | 95.2K | 10.3% | ▲+4.5% Added · +4K sh | |
| 4 | Vanguard S&P Small-Cap 600 Growth ETF ETF | $15.4M | 100.7K | 8.5% | ▲+5.3% Added · +5K sh | |
| 5 | Vanguard Ftse Emerging Markets ETF ETF | $10.8M | 181.5K | 5.9% | ▲+5.0% Added · +9K sh | |
| 6 | Fidelity Enhanced International ETF ETF | $9.1M | 225.5K | 5.0% | ▲+6.0% Added · +13K sh | |
| 7 | Apple Inc Com Stock | $7.2M | 24.9K | 3.9% | —Held | |
| 8 | Ishares Core S&P Small Cap ETF ETF | $2.6M | 17.7K | 1.4% | ▼−0.1% Reduced · −25 sh | |
| 9 | Roundhill Magnificent Seven ETF ETF | $2.1M | 32.2K | 1.1% | ▲New New position | |
| 10 | Ishares S&P 100 ETF ETF | $1.8M | 5.0K | 1.0% | ▼−3.5% Reduced · −181 sh | |
| 11 | Alphabet Inc Cap STK CL C Stock | $1.6M | 4.6K | 0.9% | —Held | |
| 12 | Microsoft Corp Com Stock | $1.6M | 4.2K | 0.8% | —Held | |
| 13 | Alphabet Inc Cap STK CL A Stock | $1.5M | 4.3K | 0.8% | —Held | |
| 14 | JPMorgan Chase & Co Com Stock | $1.4M | 4.4K | 0.8% | —Held | |
| 15 | Vanguard High Dividend Yield Index ETF ETF | $1.4M | 8.7K | 0.8% | —Held | |
| 16 | Vanguard Total Stock Market ETF ETF | $1.2M | 3.2K | 0.6% | ▲13× Added · +3K sh | |
| 17 | Janus Henderson Aaa Clo ETF ETF | $1.2M | 22.9K | 0.6% | ▲+15% Added · +3K sh | |
| 18 | Ishares Core Msci Total International Stock ETF ETF | $885K | 9.3K | 0.5% | —Held | |
| 19 | Ishares Russell 1000 Growth ETF ETF | $798K | 6.4K | 0.4% | ▲+300% Added · +5K sh | |
| 20 | State Street SPDR S&P 500 ETF ETF | $795K | 1.1K | 0.4% | ▼−1.5% Reduced · −16 sh | |
| 21 | Meta Platforms Inc CL A Stock | $785K | 1.4K | 0.4% | —Held | |
| 22 | Vanguard Small Cap Value ETF ETF | $738K | 3.0K | 0.4% | —Held | |
| 23 | Ishares Core S&P 500 ETF ETF | $690K | 922 | 0.4% | —Held | |
| 24 | Union Pac Corp Com Stock | $648K | 2.4K | 0.4% | —Held | |
| 25 | Visa Inc Com CL A Stock | $642K | 1.9K | 0.4% | —Held | |
| 26 | Ishares Russell Mid-Cap Growth ETF ETF | $641K | 4.4K | 0.4% | —Held | |
| 27 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $612K | 1.3K | 0.3% | —Held | |
| 28 | State Street Industrial Select Sector SPDR ETF ETF | $598K | 3.2K | 0.3% | —Held | |
| 29 | Ishares Russell 2000 ETF ETF | $516K | 1.7K | 0.3% | —Held | |
| 30 | Amazon Com Inc Com Stock | $491K | 2.1K | 0.3% | —Held | |
| 31 | State Street Consumer Staples Select Sector SPDR ETF ETF | $489K | 5.9K | 0.3% | —Held | |
| 32 | Vanguard Ftse Developed Markets ETF ETF | $470K | 6.6K | 0.3% | —Held | |
| 33 | Avantis International Small Cap Value ETF ETF | $452K | 4.4K | 0.2% | —Held | |
| 34 | Janus Henderson B-BBB Clo ETF ETF | $419K | 8.9K | 0.2% | ▲+66% Added · +4K sh | |
| 35 | Global X Data Center And Digital Infrastructure ETF ETF | $411K | 13.5K | 0.2% | ▲New New position | |
| 36 | Ishares Low Carbon Optimized Msci Acwi ETF ETF | $402K | 1.6K | 0.2% | ▲+3.6% Added · +55 sh | |
| 37 | Corning Inc Com Stock | $369K | 1.4K | 0.2% | —Held | |
| 38 | Berkshire Hathaway Inc Del CL B New Stock | $325K | 650 | 0.2% | ▼−3.4% Reduced · −23 sh | |
| 39 | PNC Finl Svcs Group Inc Com Stock | $288K | 1.2K | 0.2% | —Held | |
| 40 | NextEra Energy Inc Com Stock | $287K | 3.3K | 0.2% | —Held | |
| 41 | Ameriprise Finl Inc Com Stock | $277K | 603 | 0.2% | —Held | |
| 42 | Oreilly Automotive Inc Com Stock | $268K | 2.9K | 0.1% | —Held | |
| 43 | Fair Isaac Corp Com Stock | $266K | 223 | 0.1% | —Held | |
| 44 | State Street SPDR Portfolio S&P 500 Value ETF ETF | $264K | 4.3K | 0.1% | —Held | |
| 45 | Cisco Sys Inc Com Stock | $253K | 2.2K | 0.1% | —Held | |
| 46 | Tesla Inc Com Stock | $240K | 570 | 0.1% | —Held | |
| 47 | Lockheed Martin Corp Com Stock | $235K | 462 | 0.1% | —Held | |
| 48 | Invesco QQQ Trust Series I ETF | $230K | 313 | 0.1% | ▼−97% Reduced · −9K sh | |
| 49 | Travelers Companies Inc Com Stock | $207K | 628 | 0.1% | —Held | |
| 50 | Allstate Corp Com Stock | $192K | 807 | 0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1755933/holdings"
Use Arkolith to show Legacies Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 109 | $182.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 107 | $157.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 118 | $176.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 112 | $155.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 110 | $150.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 110 | $135.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 109 | $129.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 110 | $125.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.