Legacies Wealth LLC has filed a Form 13F-HR report disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, submitted on November 2, 2026, lists the firm's total assets under management and details the specific stocks held in its portfolio.
The report indicates that the firm manages assets with a value of $140,719,215. The filing provides a comprehensive list of the individual equity positions held, including common stocks and exchange-traded funds (ETFs). The portfolio includes a mix of large-cap technology companies, healthcare firms, consumer staples, and various sector-specific ETFs.
Key positions disclosed in the filing include significant holdings in Apple Inc., with 24,866 shares. Microsoft Corporation is also listed with 4,879 shares. Other notable common stock holdings include Alphabet Inc. Class A (4,721 shares), NVIDIA Corporation (1,885 shares), and Meta Platforms Inc. Class A (1,394 shares). The portfolio also includes substantial positions in exchange-traded funds, such as the iShares Russell 1000 Growth ETF (6,428 shares) and the Vanguard Morningstar Total Stock Market ETF (3,169 shares).
The filing lists Todd D. Witcraft as the CEO of Legacies Wealth LLC, with the firm's address located at 601 Carlson Parkway Suite 1400 in Minnetonka, Minnesota.
