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Todd D. Witcraft

Legacies Wealth Llc

Assets Managed
$182.556M
Holdings
109
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.81%(2Q avg: 2.46%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacies Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Legacies Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 182.556M in assets, with a quarterly growth rate of 15.81% and a 2-quarter average growth rate of 2.46%. The portfolio is managed by Todd D. Witcraft, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 4.41%
25.32%
$46.217M
212,071 shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 531.94%
21.61%
$39.447M
457,940 shares@ $86.15 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 4.46%
10.31%
$18.821M
95,248 shares@ $197.61 avg price
VIOG
Vanguard S&p Sm Cap 600 Grw
Recent Activity
Increased 5.36%
8.47%
$15.448M
100,694 shares@ $153.42 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.96%
5.94%
$10.835M
181,522 shares@ $59.69 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 5.99%
4.96%
$9.051M
225,546 shares@ $40.14 avg price
AAPL
Apple Inc
Recent Activity
3.95%
$7.195M
24,866 shares@ $289.37 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.14%
1.44%
$2.623M
17,686 shares@ $148.32 avg price
MAGS
Roundhill Magnificent Seven
Recent Activity
New Position
1.14%
$2.071M
32,208 shares@ $64.3 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -3.49%
1.01%
$1.829M
4,999 shares@ $365.87 avg price

1-10 of 109