Legacies Wealth LLC
112 holdingsFiling period: 2026-06-30Current AUM: $184.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | 212.1K | $46.2M | $47.2M | 25.54% | +8.9K | 2026-06-30 |
| 2 | VUG | VANGUARD GROWTH ETF | 457.9K | $39.4M | $39.9M | 21.56% | +385.5K | 2026-06-30 |
| 3 | VOE | VANGUARD MID-CAP VALUE ETF | 95.2K | $18.8M | $19.4M | 10.50% | +4.1K | 2026-06-30 |
| 4 | VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 100.7K | $15.4M | $14.1M | 7.65% | +5.1K | 2026-06-30 |
| 5 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 181.5K | $10.8M | $10.7M | 5.81% | +8.6K | 2026-06-30 |
| 6 | FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 225.5K | $9.1M | $9.1M | 4.95% | +12.7K | 2026-06-30 |
| 7 | AAPL | APPLE INC COM | 24.9K | $7.2M | $8.2M | 4.45% | -- | 2026-06-30 |
| 8 | IJR | ISHARES CORE S&P SMALL CAP ETF | 17.7K | $2.6M | $2.5M | 1.34% | -25 | 2026-06-30 |
| 9 | MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 32.2K | $2.1M | $2.2M | 1.21% | -- | 2026-06-30 |
| 10 | OEF | ISHARES S&P 100 ETF | 5.0K | $1.8M | $1.9M | 1.02% | -181 | 2026-06-30 |
| 11 | GOOG | ALPHABET INC CAP STK CL C | 4.6K | $1.6M | $1.6M | 0.85% | -- | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP COM | 4.2K | $1.6M | $2.1M | 1.12% | -- | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | 4.3K | $1.5M | $1.5M | 0.81% | -- | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO COM | 4.4K | $1.4M | $1.6M | 0.84% | -- | 2026-06-30 |
| 15 | VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8.7K | $1.4M | $1.4M | 0.76% | -- | 2026-06-30 |
| 16 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.2K | $1.2M | $1.2M | 0.64% | +2.9K | 2026-06-30 |
| 17 | JAAA | JANUS HENDERSON AAA CLO ETF | 22.9K | $1.2M | $1.2M | 0.63% | +3.0K | 2026-06-30 |
| 18 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 9.3K | $884K | $885K | 0.48% | -- | 2026-06-30 |
| 19 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 6.4K | $798K | $774K | 0.42% | +4.8K | 2026-06-30 |
| 20 | SPY | STATE STREET SPDR S&P 500 ETF | 1.1K | $794K | $805K | 0.44% | -16 | 2026-06-30 |
| 21 | META | META PLATFORMS INC CL A | 1.4K | $785K | $934K | 0.51% | -- | 2026-06-30 |
| 22 | VBR | VANGUARD SMALL CAP VALUE ETF | 3.0K | $737K | $731K | 0.39% | -- | 2026-06-30 |
| 23 | IVV | ISHARES CORE S&P 500 ETF | 922 | $690K | $699K | 0.38% | -- | 2026-06-30 |
| 24 | UNP | UNION PAC CORP COM | 2.4K | $647K | $676K | 0.37% | -- | 2026-06-30 |
| 25 | V | VISA INC COM CL A | 1.9K | $642K | $703K | 0.38% | -- | 2026-06-30 |
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