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Legacies Wealth LLC
Updated 3 days agoManaged by Legacies Wealth Llc • Latest filing Q3 2026
Portfolio value
$184.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $176.9M |
| Q1 2026 | $157.6M |
| Q2 2026 | $182.6M |
| Q3 2026 | $184.7M |
Top holdings
140 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $46.1M | 213.3K | 24.95% | — | |
| 2 | $41.6M | 461.4K | 22.51% | — | |
| 3 | $18.7M | 95.9K | 10.15% | — | |
| 4 | $14M | 101.5K | 7.58% | — | |
| 5 | $10.9M | 183.3K | 5.89% | — | |
| 6 | $9.1M | 228.6K | 4.94% | — | |
| 7 | $8.3M | 24.9K | 4.48% | — | |
| 8 | $2.5M | 4.9K | 1.35% | — | |
| 9 | $2.4M | 17.7K | 1.30% | — | |
| 10 | $1.9M | 5.0K | 1.03% | — | |
| 11 | $1.7M | 5.0K | 0.92% | — | |
| 12 | $1.6M | 4.7K | 0.88% | — | |
| 13 | $1.5M | 4.4K | 0.79% | — | |
| 14 | $1.4M | 8.7K | 0.73% | — | |
| 15 | $1.2M | 3.2K | 0.64% | — | |
| 16 | $1M | 1.4K | 0.55% | — | |
| 17 | $881K | 9.3K | 0.48% | — | |
| 18 | $805K | 6.4K | 0.44% | — | |
| 19 | $781K | 1.0K | 0.42% | — | |
| 20 | $762K | 2.1K | 0.41% | — |