Legacies Wealth LLC reported 62 positions worth $22.69M for the quarter ended Jun 30, 2026, up 10.5% on the prior quarter. It opened 4 new positions, added to 1, trimmed 1 and exited 5. Its largest holding is Apple Inc. at 31.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BWB Bridgewater Bancshares Inc | -25.0K | -100.0% | $442.50K | Exited |
| MDT Medtronic plc | -500 | -100.0% | $43.33K | Exited |
| BRK-B Berkshire Hathaway Inc | -23 | -3.4% | $11.51K | 1.43% |
| GLIBK Liberty Capital Corp | -160 | -100.0% | $5.95K | Exited |
| URI United Rentals, Inc. | -8 | -100.0% | $5.83K | Exited |
| GLIBA Liberty Capital Corp | -73 | -100.0% | $2.69K | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 24.9K | $7.20M | 31.71% | 0 | 0.0% | Unchanged | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 4,593 | $1.62M | 7.15% | 0 | 0.0% | Unchanged | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,158 | $1.55M | 6.84% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 4,320 | $1.54M | 6.8% | 0 | 0.0% | Unchanged | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 4,413 | $1.44M | 6.37% | 0 | 0.0% | Unchanged | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 1,394 | $785.23K | 3.46% | 0 | 0.0% | Unchanged | 0% |
| 7 | UNP Union Pacific Corp | Industrials | 2,382 | $647.90K | 2.86% | 0 | 0.0% | Unchanged | 0% |
| 8 | V Visa Inc. | Financial Services | 1,872 | $642.26K | 2.83% | 0 | 0.0% | Unchanged | 0% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,282 | $612.25K | 2.7% | 0 | 0.0% | Unchanged | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 2,060 | $490.98K | 2.16% | 0 | 0.0% | Unchanged | 0% |
| 11 | GLW Corning Inc | Basic Materials | 1,444 | $368.84K | 1.63% | 0 | 0.0% | Unchanged | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 650 | $325.25K | 1.43% | -23 | -3.4% | Reduced | 0% |
| 13 | PNC Pnc Financial Services Group, Inc. | Financial Services | 1,168 | $287.59K | 1.27% | 0 | 0.0% | Unchanged | 0% |
| 14 | NEE Nextera Energy Inc | Utilities | 3,275 | $287.45K | 1.27% | 0 | 0.0% | Unchanged | 0% |
| 15 | AMP Ameriprise Financial Inc | Financial Services | 603 | $276.63K | 1.22% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Legacies Wealth.
As of its Q2 2026 13F filing, Legacies Wealth LLC’s five largest positions were Apple Inc. (AAPL) at 31.7%, Alphabet Inc. (GOOG) at 7.2%, Microsoft Corp (MSFT) at 6.8%, Alphabet Inc. (GOOGL) at 6.8%, Jpmorgan Chase & Co (JPM) at 6.4% of the reported portfolio.
Legacies Wealth LLC reported a 13F portfolio worth $22.69M across 62 positions for Q2 2026. That is up 10.5% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($49.04K), Unitedhealth Group Inc ($31.57K), Johnson & Johnson ($29.73K). It opened 4 new positions.
Its largest sales by value were Bridgewater Bancshares Inc ($442.50K), Medtronic plc ($43.33K), Berkshire Hathaway Inc ($11.51K). It exited 5 positions entirely.
From the Form 13F-HR reports Legacies Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.