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Legacy Solutions

Latest statistics and disclosures from Legacy Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, SPDW, IUSG, IUSV, CGGR, and represent 43.65% of Legacy Solutions's stock portfolio.
Added to shares of these 10 stocks: FDEC, VUSB, AKRE, YSEP, MDT, QDEC, SPSM, FSEP, IUSV, IVOO.
Started 5 new stock positions in FDEC, YSEP, AKRE, MDT, QDEC.
Reduced shares in these 10 stocks: IUSG, MOAT, SPYM, CGGR, FSK, , BRK.B, SPDW, MEAR, QSPT.
Sold out of its positions in BRK.B, ZTS.
Legacy Solutions was a net buyer of stock by $304k.
Legacy Solutions has $114M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0002053314

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Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	15.8	$18M		224k	80.22	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.2	$9.3M		210k	44.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.0	$8.0M	-6%	48k	167.94	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.7	$7.7M		75k	102.54	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.9	$6.8M	-3%	152k	44.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.3	$6.0M	-5%	58k	103.56	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.9	$4.4M	+2%	40k	111.80	View chart
Spdr Series Trust State Street Spd (SPSM)	3.3	$3.7M	+3%	80k	46.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.0	$3.4M		72k	46.81	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.3	$2.6M		76k	34.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$2.4M		52k	46.04	View chart
Spdr Series Trust State Street Spd (SPAB)	2.0	$2.3M	+2%	90k	25.75	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.7	$2.0M	+26%	40k	49.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.6	$1.8M		18k	100.34	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.4	$1.6M		33k	50.25	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.3	$1.5M	+2%	30k	51.13	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$1.5M		3.7k	396.31	View chart
NVIDIA Corporation (NVDA)	1.1	$1.2M		6.4k	186.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.0	$1.2M	+11%	23k	51.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$1.2M		15k	78.81	View chart
Apple (AAPL)	1.0	$1.1M	+2%	4.2k	271.86	View chart
Broadcom (AVGO)	1.0	$1.1M		3.2k	346.11	View chart
Constellation Energy (CEG)	0.9	$1.1M		3.0k	353.27	View chart
Microsoft Corporation (MSFT)	0.9	$1.0M		2.2k	483.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$878k	+6%	5.9k	148.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.7	$851k		16k	52.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$825k		3.3k	252.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$808k		1.2k	684.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$798k	+4%	2.5k	313.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$794k	-2%	1.3k	614.31	View chart
Fs Kkr Capital Corp (FSK)	0.6	$727k	-22%	49k	14.81	View chart
Spdr Series Trust State Street Spd (SHM)	0.6	$668k		14k	47.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$583k		855.00	681.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.5	$555k		9.7k	57.06	View chart
Exelon Corporation (EXC)	0.5	$537k		12k	43.59	View chart
Morgan Stanley Com New (MS)	0.5	$526k		3.0k	177.56	View chart
Amazon (AMZN)	0.5	$514k	+3%	2.2k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$498k		11k	44.91	View chart
Raytheon Technologies Corp (RTX)	0.4	$485k		2.6k	183.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$481k		1.9k	250.31	View chart
Citigroup Com New (C)	0.4	$475k		4.1k	116.70	View chart
Goldman Sachs (GS)	0.4	$460k	-3%	524.00	878.25	View chart
Visa Com Cl A (V)	0.4	$428k	+3%	1.2k	350.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$417k		12k	34.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$417k	NEW	8.1k	51.18	View chart
Wal-Mart Stores (WMT)	0.4	$406k		3.6k	111.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.4	$403k	-5%	7.5k	53.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.4	$403k	-18%	13k	31.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$365k	+42%	7.5k	48.99	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$362k		3.0k	119.75	View chart
D.R. Horton (DHI)	0.3	$352k		2.4k	144.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$349k	+2%	6.4k	54.83	View chart
Meta Platforms Cl A (META)	0.3	$349k	+2%	528.00	660.30	View chart
Motorola Solutions Com New (MSI)	0.3	$348k		908.00	383.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$338k		7.1k	47.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$309k		652.00	473.54	View chart
Tesla Motors (TSLA)	0.3	$309k	+3%	686.00	449.72	View chart
ConocoPhillips (COP)	0.3	$296k	+4%	3.2k	93.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$294k		7.2k	40.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$280k		8.8k	31.84	View chart
Procter & Gamble Company (PG)	0.2	$275k		1.9k	143.29	View chart
S&p Global (SPGI)	0.2	$272k	+2%	520.00	522.76	View chart
L3harris Technologies (LHX)	0.2	$267k	+3%	911.00	293.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$267k		827.00	322.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$266k	-3%	2.2k	120.32	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$260k	NEW	4.0k	65.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$256k		3.9k	66.00	View chart
American Electric Power Company (AEP)	0.2	$254k	+3%	2.2k	115.29	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$251k	+40%	3.3k	76.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$250k	-13%	6.5k	38.74	View chart
International Business Machines (IBM)	0.2	$245k	+2%	827.00	296.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$244k		4.4k	55.92	View chart
Abbott Laboratories (ABT)	0.2	$237k	+2%	1.9k	125.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$236k		8.0k	29.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$233k	NEW	9.0k	26.01	View chart
Becton, Dickinson and (BDX)	0.2	$227k	+5%	1.2k	194.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$221k		2.3k	94.17	View chart
Air Products & Chemicals (APD)	0.2	$215k	+5%	871.00	247.05	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$210k	-33%	4.2k	50.32	View chart
Medtronic SHS (MDT)	0.2	$206k	NEW	2.1k	96.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$203k	NEW	6.2k	32.53	View chart

Past Filings by Legacy Solutions

SEC 13F filings are viewable for Legacy Solutions going back to 2024

Legacy Solutions 2025 Q4 filed Jan. 14, 2026
Legacy Solutions 2025 Q3 filed Oct. 9, 2025
Legacy Solutions 2025 Q2 filed July 15, 2025
Legacy Solutions 2025 Q1 filed April 8, 2025
Legacy Solutions 2024 Q4 filed Feb. 3, 2025

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