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Legacies Wealth LLC

Q4 2025 Holdings

Filed 2026-01-29 | 118 holdings | $176.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$102.3K3050.1%
Boeing Co COM(BA)Stock097023105$108.3K4990.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$114.1K2270.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$118.6K1,2900.1%
BlackRock Inc COM(BLK)Stock09290D101$122.0K1140.1%
Idexx Labs Inc COM(IDXX)Stock45168D104$123.8K1830.1%
Corning Inc COM(GLW)Stock219350105$126.4K1,4440.1%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$129.5K9180.1%
Abbvie Inc COM(ABBV)Stock00287Y109$138.0K6040.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$141.4K5270.1%
NXP Semiconductors N V COM(NXPI)StockN6596X109$143.0K6590.1%
Packaging Corp Amer COM(PKG)Stock695156109$143.5K6960.1%
State Street Technology Select Sector Spdr ETF(XLK)ETF81369Y803$144.0K1,0000.1%
Ishares LOW Carbon Optimized Msci Acwi ETF(CRBN)ETF46434V464$157.2K6820.1%
Starbucks Corp COM(SBUX)Stock855244109$157.4K1,8690.1%
Lowes COS Inc COM(LOW)Stock548661107$158.2K6560.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$165.9K2,1540.1%
Allstate Corp COM(ALL)Stock020002101$168.0K8070.1%
Bank America Corp COM(BAC)Stock060505104$168.0K3,0550.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$168.4K5100.1%
Motorola Solutions Inc COM New(MSI)Stock620076307$174.8K4560.1%
Danaher Corporation COM(DHR)Stock235851102$179.9K7860.1%
Travelers Companies Inc COM(TRV)Stock89417E109$182.2K6280.1%
Lockheed Martin Corp COM(LMT)Stock539830109$223.5K4620.1%
AON PLC SHS CL A(AON)StockG0403H108$232.5K6590.1%
Northrop Grumman Corp COM(NOC)Stock666807102$242.9K4260.1%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$243.8K1,1680.1%
Tesla Inc COM(TSLA)Stock88160R101$256.3K5700.1%
State Street Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$260.2K4,5800.1%
Nextera Energy Inc COM(NEE)Stock65339F101$262.9K3,2750.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$265.4K2,9100.1%
Johnson & Johnson COM(JNJ)Stock478160104$292.9K1,4150.2%
Ameriprise Finl Inc COM(AMP)Stock03076C106$295.7K6030.2%
Fair Isaac Corp COM(FICO)Stock303250104$377.0K2230.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$389.6K1,2820.2%
Salesforce Inc COM(CRM)Stock79466L302$410.3K1,5490.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$412.5K6,6030.2%
Ishares Russell 2000 ETF(IWM)ETF464287655$422.5K1,7160.2%
Ishares Msci Eafe ETF(EFA)ETF464287465$429.5K4,4730.2%
Bridgewater Bancshares Inc COM(BWB)Stock108621103$438.3K25,0000.2%
State Street Consumer Staples Select Sector Spdr ETF(XLP)ETF81369Y308$456.9K5,8820.3%
State Street Industrial Select Sector Spdr ETF(XLI)ETF81369Y704$500.9K3,2290.3%
Amazon COM Inc COM(AMZN)Stock023135106$509.7K2,2080.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$631.5K9220.4%
Visa Inc COM CL A(V)Stock92826C839$676.2K1,9280.4%
Union PAC Corp COM(UNP)Stock907818108$681.2K2,9450.4%
Vanguard Small Cap Value ETF(VBR)ETF922908611$765.4K3,6140.4%
State STR Spdr S&P 500 ETF TR TR Unit(SPY)ETF78462F103$786.9K1,1540.4%
Avantis International Small Cap Value ETF(AVDV)ETF025072802$795.9K8,4700.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$828.3K1,7500.5%
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