Legacies Wealth LLC has disclosed its latest 13F-HR filing, revealing a total of $184.7 million in assets under management as of September 30, 2026. This report is significant as it provides insights into the firm’s investment strategies and portfolio composition, which includes substantial holdings in major corporations.

The firm’s CEO, Todd D. Witcraft, signed the filing, which was submitted on November 2, 2026. The report indicates that Legacies Wealth has a total of 140 individual investments, reflecting a diverse portfolio aimed at maximizing returns for its clients.

Background

Legacies Wealth LLC, incorporated in South Dakota, is a wealth management firm that focuses on investment advisory services. The company operates under the SEC file number 028-19087 and has been filing 13F-HR reports regularly, with the latest submission being its third of the year. The firm’s address is located at 601 Carlson Parkway, Suite 1400, Minnetonka, MN.

What the Filing Says

The filing details that Legacies Wealth holds a variety of investments across different sectors. Notable holdings include:

  • Amazon.com Inc. - 3,002 shares valued at approximately $747,948
  • Microsoft Corp. - 4,879 shares valued at approximately $2,502,439
  • Johnson & Johnson - 713 shares valued at approximately $188,875
  • Alphabet Inc. Class A - 4,721 shares valued at approximately $1,624,402

These figures illustrate the firm’s strategy of investing in well-established companies with strong market positions.

Impact

The filing impacts various stakeholders, including clients who rely on Legacies Wealth for investment management services. It also provides insights for competitors in the wealth management industry, as they analyze the firm’s investment strategies and portfolio performance. The report helps clients and potential investors gauge the firm's market positioning and investment philosophy.

What's Next

Details were not available in the SEC filing regarding future plans or additional filings. However, the firm is expected to continue monitoring its investments and may adjust its portfolio in response to market conditions.