Long-term investor

Legacies Wealth LLC @legacieswealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001755933).

Record

  • Tracked since 2025-06-30 (431 days), 39 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.4% · 6 months +10.5% · 1 year +18.9% · all +18.9%
  • Max drawdown -3.5% · Sharpe 0.94 · win rate 47% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908744 · 25.3% · long · since 2025-06-30
  • 922908736 · 21.6% · long · since 2025-06-30
  • 922908512 · 10.3% · long · since 2025-06-30
  • 921932794 · 8.5% · long · since 2025-06-30
  • 922042858 · 5.9% · long · since 2025-06-30
  • 31609A404 · 5.0% · long · since 2026-03-31
  • AAPL · 3.9% · long · since 2025-06-30
  • 464287804 · 1.4% · long · since 2025-06-30
  • 53656G498 · 1.1% · long · since 2026-06-30
  • 464287101 · 1.0% · long · since 2025-06-30
  • 02079K107 · 0.9% · long · since 2025-06-30
  • MSFT · 0.8% · long · since 2025-06-30

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