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 (473 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months +6.1% · 1 year +7.1% · all +7.1%
- Max drawdown n/a · 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