Legacies Wealth
Legacies Wealth reported 140 stocks worth $185M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VTV (24.9%), VUG (22.5%) and VOE (10.2%). Compared with Q2 2026, the fund opened new positions in NVDA, ADI and FAST, added to VTV, VUG and VOE, trimmed SPY, IVV and IWM and sold out of MAGS, QQQ and BATRK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $46.1M | 24.9% | 213K | +1,198 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $41.6M | 22.5% | 461K | +3,412 (+1%) | 8 of 8 | |
| 3 |  VOE Vanguard Index Fds | $18.7M | 10.2% | 96K | +622 (+1%) | 8 of 8 | |
| 4 |  VIOG Vanguard Admiral Fds Inc | $14M | 7.6% | 102K | +824 (+1%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $10.9M | 5.9% | 183K | +1,825 (+1%) | 8 of 8 | |
| 6 |  FENI Fidelity Covington Trust | $9.1M | 4.9% | 229K | +3,063 (+1%) | 3 of 8 | |
| 7 |  AAPL Apple Inc | $8.3M | 4.5% | 25K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $2.5M | 1.4% | 4,879 | +721 (+17%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $2.4M | 1.3% | 18K | No change | 8 of 8 | |
| 10 |  OEF Ishares S&P 100 ETF | $1.9M | 1.0% | 4,999 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MAGS Roundhill Magnificent Seven ETF | $2.1M | 32K |
 QQQ Invesco Qqq TR | $230K | 313 |
LIBERTY BROADBAND CORP | $27K | 801 |
LIBERTY BROADBAND CORP | $12K | 367 |
 BATRK Atlanta Braves Hldgs Inc | $2K | 31 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacies Wealth 13F FAQ
What does Legacies Wealth own?
Legacies Wealth reported 140 stocks worth $185M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VTV (24.9%), VUG (22.5%) and VOE (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Legacies Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 37 new positions, 16 added to, 7 trimmed and 6 sold out. New positions include NVDA, ADI and FAST. It sold all of MAGS, QQQ and BATRK.
When will Legacies Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacies Wealth's portfolio worth?
The Q3 2026 filing reports $185M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.