Legacies Wealth LLC

MINNETONKA, MN · CIK 1755933 · 13F filing filed 2026-07-22

SEC-registered investment adviser since 2015 · limited liability company

Assets managed$505.4m
Staff5 · 3 in investment roles
Main clients (by assets)High net worth individuals 97%, Individuals 2%, Charities 1%
Form ADV · 2026-05-29SEC adviser record

Kindhedge funds, private equity, venture, real estate, mutual funds, institutions, futures, FCA fund manager, wealth
Others nearbyNew York, NY, Philadelphia, PA, Boston, MA, West Hollywood, CA, Saint Petersburg, FL, Washington, DC
FamilyRAYMOND JAMES FINANCIAL INC · 70 related pages · largest: RAYMOND JAMES FINANCIAL INC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

US visa salary filings

Filings FY2024–20256
Median salary offered$67,538
Middle half$67,538 – $125,634
Job titles5

Job title	Filings	Median	Range
Accounting AnalystBoston, MA	2	$66,269	$65,000 – $67,538
AssociateNew York, NY	1	$147,389	$147,389 – $150,000
Tax SupervisorBoston, MA	1	$145,000
Accounting AssociateBoston, MA	1	$67,538
Tax AssociateBoston, MA	1	$67,538

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: OEP Capital Advisors L.P., The Bollard Group, LLC.

In the UK

FCA-authorised companies1
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
LIGHTROCK LLP Limited Liability PartnershipFCA: Authorised · advises	London			Authorisedadvises

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$182.6m reported value +15.8% vs Q1 2026

109positions

84.1%in top 10

8 new 11 added 9 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS VALUE ETF VTV	VTV	212,071	$46.2m25.32%	25.32%	Added +8.9k	+8,939 4.4%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	457,940	$39.4m21.61%	21.61%	Added +23.1k	+23,144 5.3%
3	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	95,248	$18.8m10.31%	10.31%	Added +4.1k	+4,062 4.5%
4	VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH VIOG	VIOG	100,694	$15.4m8.46%	8.46%	Added +5.1k	+5,116 5.3%
5	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	181,522	$10.8m5.94%	5.94%	Added +8.6k	+8,565 5.0%
6	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	225,546	$9.1m4.96%	4.96%	Added +12.7k	+12,727 6.0%
7	APPLE INC COM AAPL	AAPL	24,866	$7.2m3.94%	3.94%	Unchanged
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	17,686	$2.6m1.44%	1.44%	Reduced -25	-25 -0.1%
9	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	32,208	$2.1m1.13%	1.13%	New
10	ISHARES TR S&P 100 ETF OEF	OEF	4,999	$1.8m1.00%	1.00%	Reduced -181	-181 -3.5%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	4,593	$1.6m0.89%	0.89%	Unchanged
12	MICROSOFT CORP COM MSFT	MSFT	4,158	$1.6m0.85%	0.85%	Unchanged
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,320	$1.5m0.85%	0.85%	Unchanged
14	JPMORGAN CHASE & CO COM JPM	JPM	4,413	$1.4m0.79%	0.79%	Unchanged
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	8,709	$1.4m0.75%	0.75%	Unchanged
16	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,169	$1.2m0.64%	0.64%	Added +2.9k	+2,934 1248.5%
17	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	22,862	$1.2m0.63%	0.63%	Added +3.0k	+3,042 15.3%
18	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	9,271	$884.8k0.48%	0.48%	Unchanged
19	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,428	$798.2k0.44%	0.44%	Unchanged
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,064	$794.6k0.44%	0.44%	Reduced -16	-16 -1.5%
21	META PLATFORMS INC CL A META	META	1,394	$785.2k0.43%	0.43%	Unchanged
22	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,036	$737.7k0.40%	0.40%	Unchanged
23	ISHARES TR CORE S&P500 ETF IVV	IVV	922	$690.5k0.38%	0.38%	Unchanged
24	UNION PAC CORP COM UNP	UNP	2,382	$647.9k0.35%	0.35%	Unchanged
25	VISA INC COM CL A V	V	1,872	$642.3k0.35%	0.35%	Unchanged
26	ISHARES TR RUS MD CP GR ETF IWP	IWP	4,375	$640.5k0.35%	0.35%	Unchanged
27	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,282	$612.2k0.34%	0.34%	Unchanged
28	SELECT SECTOR SPDR TR INDL XLI	XLI	3,229	$598.1k0.33%	0.33%	Unchanged
29	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,716	$515.6k0.28%	0.28%	Unchanged
30	AMAZON COM INC COM AMZN	AMZN	2,060	$491.0k0.27%	0.27%	Unchanged
31	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	5,882	$488.6k0.27%	0.27%	Unchanged
32	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,603	$470.5k0.26%	0.26%	Unchanged
33	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	4,388	$452.2k0.25%	0.25%	Unchanged
34	JANUS DETROIT STR TR B-BBB CLO ETF JBBB	JBBB	8,851	$419.1k0.23%	0.23%	Added +3.5k	+3,520 66.0%
35	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	13,518	$410.5k0.22%	0.22%	New
36	ISHARES TR MSCI LW CRB TG CRBN	CRBN	1,588	$401.7k0.22%	0.22%	Added +55	+55 3.6%
37	CORNING INC COM GLW	GLW	1,444	$368.8k0.20%	0.20%	Unchanged
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	650	$325.3k0.18%	0.18%	Reduced -23	-23 -3.4%
39	PNC FINL SVCS GROUP INC COM PNC	PNC	1,168	$287.6k0.16%	0.16%	Unchanged
40	NEXTERA ENERGY INC COM NEE	NEE	3,275	$287.4k0.16%	0.16%	Unchanged
41	AMERIPRISE FINL INC COM AMP	AMP	603	$276.6k0.15%	0.15%	Unchanged
42	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	2,910	$268.0k0.15%	0.15%	Unchanged
43	FAIR ISAAC CORP COM FICO	FICO	223	$266.4k0.15%	0.15%	Unchanged
44	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	4,340	$263.8k0.14%	0.14%	Unchanged
45	CISCO SYS INC COM CSCO	CSCO	2,154	$253.0k0.14%	0.14%	Unchanged
46	TESLA INC COM TSLA	TSLA	570	$239.7k0.13%	0.13%	Unchanged
47	LOCKHEED MARTIN CORP COM LMT	LMT	462	$235.4k0.13%	0.13%	Unchanged
48	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	313	$230.5k0.13%	0.13%	Reduced -9.0k	-8,959 -96.6%
49	TRAVELERS COMPANIES INC COM TRV	TRV	628	$207.3k0.11%	0.11%	Unchanged
50	ALLSTATE CORP COM ALL	ALL	807	$192.0k0.11%	0.11%	Unchanged
51	ISHARES TR MSCI EAFE ETF EFA	EFA	1,840	$191.1k0.10%	0.10%	Unchanged
52	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	456	$189.4k0.10%	0.10%	Unchanged
53	NXP SEMICONDUCTORS N V COM NXPI	NXPI	659	$185.2k0.10%	0.10%	Unchanged
54	JOHNSON & JOHNSON COM JNJ	JNJ	713	$181.2k0.10%	0.10%	Added +117	+117 19.6%
55	AON PLC SHS CL A AON	AON	530	$175.8k0.10%	0.10%	Unchanged
56	BANK AMERICA CORP COM BAC	BAC	3,055	$174.1k0.10%	0.10%	Unchanged
57	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	800	$152.4k0.08%	0.08%	Unchanged
58	ABBVIE INC COM ABBV	ABBV	604	$152.0k0.08%	0.08%	Unchanged
59	LOWES COS INC COM LOW	LOW	656	$144.6k0.08%	0.08%	Unchanged
60	GENERAL DYNAMICS CORP COM GD	GD	373	$132.1k0.07%	0.07%	Unchanged
61	REPUBLIC SVCS INC COM RSG	RSG	611	$130.2k0.07%	0.07%	Unchanged
62	ASTRAZENECA PLC ORD AZN	AZN	645	$122.3k0.07%	0.07%	Unchanged
63	WALMART INC COM WMT	WMT	1,002	$113.5k0.06%	0.06%	Unchanged
64	BLACKROCK INC COM BLK	BLK	114	$109.6k0.06%	0.06%	Unchanged
65	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	3,694	$109.1k0.06%	0.06%	Unchanged
66	BOEING CO COM BA	BA	499	$108.0k0.06%	0.06%	Unchanged
67	MASTERCARD INCORPORATED CL A MA	MA	210	$107.9k0.06%	0.06%	Unchanged
68	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	500	$106.4k0.06%	0.06%	Unchanged
69	PACKAGING CORP AMER COM PKG	PKG	416	$99.1k0.05%	0.05%	Unchanged
70	ISHARES TR RUS MDCP VAL ETF IWS	IWS	591	$97.3k0.05%	0.05%	Reduced -92	-92 -13.5%
71	IDEXX LABS INC COM IDXX	IDXX	183	$96.3k0.05%	0.05%	Unchanged
72	LIBERTY LIVE HOLDINGS INC COM SHS SER C LLYVK	LLYVK	766	$80.9k0.04%	0.04%	Unchanged
73	ISHARES TR RUSSELL 3000 ETF IWV	IWV	175	$74.6k0.04%	0.04%	Unchanged
74	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	415	$73.2k0.04%	0.04%	Unchanged
75	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	735	$69.9k0.04%	0.04%	Unchanged
76	VANGUARD INDEX FDS MID CAP ETF VO	VO	800	$64.5k0.04%	0.04%	Unchanged
77	FIRST AMERN FINL CORP COM FAF	FAF	894	$61.3k0.03%	0.03%	Unchanged
78	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	250	$59.2k0.03%	0.03%	Unchanged
79	SHERWIN WILLIAMS CO COM SHW	SHW	169	$58.2k0.03%	0.03%	Unchanged
80	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	674	$57.6k0.03%	0.03%	Unchanged
81	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	1,129	$55.2k0.03%	0.03%	Unchanged
82	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	287	$49.0k0.03%	0.03%	New
83	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	162	$47.1k0.03%	0.03%	Unchanged
84	SPDR GOLD TR GOLD SHS GLD	GLD	100	$36.8k0.02%	0.02%	Unchanged
85	ISHARES TR MSCI KLD400 SOC DSI	DSI	256	$36.5k0.02%	0.02%	Unchanged
86	ISHARES TR CORE S&P MCP ETF IJH	IJH	450	$34.7k0.02%	0.02%	Reduced -50	-50 -10.0%
87	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	367	$32.1k0.02%	0.02%	Unchanged
88	UNITEDHEALTH GROUP INC COM UNH	UNH	76	$31.6k0.02%	0.02%	New
89	LIBERTY LIVE HOLDINGS INC COM SER A LLYVA	LLYVA	299	$30.3k0.02%	0.02%	Unchanged
90	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	801	$26.6k0.01%	0.01%	Unchanged
91	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	268	$22.4k0.01%	0.01%	New
92	ISHARES TR CORE S&P US VLU IUSV	IUSV	180	$19.8k0.01%	0.01%	Reduced -50	-50 -21.7%
93	LIBERTY BROADBAND CORP COM SER A LBRDA	LBRDA	367	$12.2k0.01%	0.01%	Unchanged
94	COMPASS PATHWAYS PLC SPONSORED ADS CMPS	CMPS	695	$9.8k0.01%	0.01%	New
95	3M CO COM MMM	MMM	60	$9.7k0.01%	0.01%	Unchanged
96	PROSHARES TR BITCOIN STRATE BITO	BITO	750	$6.0k0.00%	0.00%	Unchanged
97	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3	$6.0k0.00%	0.00%	Unchanged
98	CELSIUS HLDGS INC COM NEW CELH	CELH	174	$5.1k0.00%	0.00%	New
99	BROADCOM INC COM AVGO	AVGO	13	$4.9k0.00%	0.00%	Unchanged
100	ISHARES TR EXPANDED TECH IGV	IGV	50	$4.5k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BRIDGEWATER BANCSHARES INC BWB	BWB	25,000	$442.5k25.0k shares
MEDTRONIC PLC MDT	MDT	500	$43.3k500 shares
GCI LIBERTY INC GLIBK	GLIBK	160	$6.0k160 shares
UNITED RENTALS INC URI	URI	8	$5.8k8 shares
TIDAL TRUST II YMAX	YMAX	367	$2.9k367 shares
GCI LIBERTY INC GLIBA	GLIBA	73	$2.7k73 shares