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Legacy Solutions

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

Top 5 stock holdings are SPLG, SPDW, IUSG, IUSV, CGGR, and represent 44.59% of Legacy Solutions's stock portfolio.
Added to shares of these 10 stocks: FJUL, BDX, BRK.B, ARKK, FMB, GSY, FBND, SPAB, SHM, MINT.
Started 4 new stock positions in BDX, FJUL, BRK.B, ARKK.
Reduced shares in these 10 stocks: SCHD, VSMV, , , IUSG, SPDW, MOAT, SPEM, FJUN, CEG.
Sold out of its positions in AMT, CMCSA, SCHD, VSMV.
Legacy Solutions was a net buyer of stock by $411k.
Legacy Solutions has $111M in assets under management (AUM), dropping by 6.55%.
Central Index Key (CIK): 0002053314

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Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	16.0	$18M		228k	78.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.2	$9.1M		212k	42.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.6	$8.4M	-2%	51k	164.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.6	$7.4M		74k	99.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	6.2	$6.9M		157k	43.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.5	$6.1M		61k	99.11	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.8	$4.2M		39k	110.38	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	3.2	$3.5M		77k	46.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.0	$3.3M		71k	46.81	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.3	$2.6M	+2%	75k	34.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$2.4M	+4%	51k	46.24	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	2.0	$2.3M	+4%	88k	25.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.6	$1.8M	+5%	18k	100.69	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.5	$1.6M	+8%	33k	50.23	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.4	$1.6M	+4%	32k	49.99	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.3	$1.5M	+14%	29k	50.70	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$1.3M	+4%	3.7k	355.47	View chart
NVIDIA Corporation (NVDA)	1.1	$1.2M	+2%	6.3k	186.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$1.2M		15k	78.91	View chart
Microsoft Corporation (MSFT)	1.0	$1.1M		2.2k	517.90	View chart
Broadcom (AVGO)	1.0	$1.1M	-4%	3.3k	329.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.9	$1.0M	+3%	21k	50.54	View chart
Apple (AAPL)	0.9	$1.0M	+5%	4.1k	254.65	View chart
Constellation Energy (CEG)	0.9	$988k	-5%	3.0k	329.07	View chart
Fs Kkr Capital Corp (FSK)	0.9	$948k		64k	14.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.8	$847k	+7%	16k	51.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$809k	+2%	5.6k	145.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$806k		3.3k	247.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$796k	-2%	1.3k	600.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$789k		1.2k	669.33	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.6	$659k	+16%	14k	48.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$594k	+4%	2.4k	243.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$569k		854.00	666.55	View chart
Exelon Corporation (EXC)	0.5	$555k		12k	45.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.5	$545k	-9%	9.7k	55.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$493k		1.9k	256.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$490k		11k	44.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.4	$486k		16k	31.05	View chart
Morgan Stanley Com New (MS)	0.4	$475k	-2%	3.0k	158.96	View chart
Amazon (AMZN)	0.4	$473k	+2%	2.2k	219.57	View chart
Raytheon Technologies Corp (RTX)	0.4	$437k	-2%	2.6k	167.34	View chart
Goldman Sachs (GS)	0.4	$431k	-4%	541.00	795.80	View chart
Motorola Solutions Com New (MSI)	0.4	$422k		922.00	457.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.4	$417k		8.0k	52.25	View chart
D.R. Horton (DHI)	0.4	$416k		2.5k	169.44	View chart
Citigroup Com New (C)	0.4	$411k	-2%	4.0k	101.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$407k	+2%	12k	33.42	View chart
Visa Com Cl A (V)	0.4	$402k	-2%	1.2k	341.45	View chart
Wal-Mart Stores (WMT)	0.3	$383k		3.7k	103.07	View chart
Meta Platforms Cl A (META)	0.3	$379k		516.00	734.56	View chart
Johnson Ctls Intl SHS (JCI)	0.3	$338k	-5%	3.1k	109.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$330k		7.1k	46.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$328k		6.2k	52.89	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$317k	+21%	6.3k	50.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$306k		652.00	468.60	View chart
Procter & Gamble Company (PG)	0.3	$300k		2.0k	153.66	View chart
Tesla Motors (TSLA)	0.3	$296k		666.00	444.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$288k		7.2k	40.10	View chart
ConocoPhillips (COP)	0.3	$287k		3.0k	94.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.3	$283k	+7%	7.4k	38.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$276k		8.9k	31.11	View chart
L3harris Technologies (LHX)	0.2	$270k		883.00	305.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$259k		2.3k	112.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$257k	+3%	816.00	315.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$253k		3.9k	65.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$249k		5.2k	47.51	View chart
Abbott Laboratories (ABT)	0.2	$248k		1.9k	133.92	View chart
S&p Global (SPGI)	0.2	$247k		507.00	486.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$239k	NEW	4.4k	54.73	View chart
American Electric Power Company (AEP)	0.2	$238k		2.1k	112.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$232k		8.0k	29.11	View chart
International Business Machines (IBM)	0.2	$229k		810.00	282.22	View chart
Air Products & Chemicals (APD)	0.2	$224k		822.00	272.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$224k	-2%	2.3k	95.13	View chart
Becton, Dickinson and (BDX)	0.2	$208k	NEW	1.1k	187.23	View chart
Zoetis Cl A (ZTS)	0.2	$204k		1.4k	146.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$203k	NEW	403.00	502.74	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$200k	NEW	2.3k	86.30	View chart

Past Filings by Legacy Solutions

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

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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