Legacies Wealth LLC ETF holdings
Minnetonka, MN
Reported $159.9M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$159.9M
ETFs held
48
Change from prior quarter
+16.6%
With price moves
ETFs as a share of its 13F
87.6%
of $182.6M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $46.2M | 212,071 | +8,939 shares |
| VUG | Vanguard Morningstar Growth ETF | $39.4M | 457,940 | +385,474 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $18.8M | 95,248 | +4,062 shares |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | $15.4M | 100,694 | +5,116 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $10.8M | 181,522 | +8,565 shares |
| FENI | Fidelity Enhanced International ETF | $9.1M | 225,546 | +12,727 shares |
| IJR | iShares Core S&P Small-Cap ETF | $2.6M | 17,686 | −25 shares |
| MAGS | Roundhill Magnificent Seven ETF | $2.1M | 32,208 | New position |
| OEF | iShares S&P 100 ETF | $1.8M | 4,999 | −181 shares |
| VYM | Vanguard High Dividend Yield ETF | $1.4M | 8,709 | No change |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001755933. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacies Wealth LLC own?
Legacies Wealth LLC reported 48 ETF positions worth $159.9M in its Form 13F for June 30, 2026. The largest was VTV, at $46.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.