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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, IUSV, IUSG, CGGR, and represent 43.35% of Legacy Solutions's stock portfolio.
Added to shares of these 10 stocks: GLDM, CGGR, BRK.B, EOG, ITOT, AAPL, HTRB, GSY, VUSB, FBND.
Started 3 new stock positions in EOG, BRK.B, GLDM.
Reduced shares in these 10 stocks: MOAT, FSK, SPDW, IUSG, IUSV, , IVOO, SPEM, IBM, SPSM.
Sold out of its positions in ABT, BDX, DHI, FSK, QDEC, IBM, MDT.
Legacy Solutions was a net seller of stock by $-2.9M.
Legacy Solutions has $108M in assets under management (AUM), dropping by -5.19%.
Central Index Key (CIK): 0002053314

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Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	15.9	$17M		225k	76.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	8.3	$8.9M	-6%	195k	45.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.7	$7.2M	-5%	71k	102.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.4	$6.9M	-6%	45k	155.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	6.0	$6.5M	+6%	162k	40.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.2	$4.5M	-19%	47k	96.70	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.9	$4.2M	-6%	37k	114.32	View chart
Spdr Series Trust State Street Spd (SPSM)	3.3	$3.6M	-6%	75k	48.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.9	$3.1M	-8%	66k	46.91	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.5	$2.7M	+6%	81k	33.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$2.5M	+6%	55k	45.62	View chart
Spdr Series Trust State Street Spd (SPAB)	2.3	$2.4M	+5%	95k	25.62	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	2.0	$2.2M	+8%	43k	49.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.8	$2.0M	+7%	20k	100.57	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.7	$1.8M	+10%	36k	50.12	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$1.6M		3.8k	430.29	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.5	$1.6M	+7%	32k	50.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.3M	+8%	16k	78.41	View chart
NVIDIA Corporation (NVDA)	1.2	$1.3M	+13%	7.2k	174.41	View chart
Apple (AAPL)	1.2	$1.2M	+17%	4.9k	253.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	1.1	$1.2M		23k	50.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.1M	+25%	7.4k	142.44	View chart
Broadcom (AVGO)	0.9	$934k	-6%	3.0k	309.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$909k	NEW	9.8k	92.69	View chart
Constellation Energy (CEG)	0.8	$835k		3.0k	279.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.8	$832k		16k	51.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$775k		3.3k	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$731k		1.3k	577.15	View chart
Spdr Series Trust State Street Spd (SHM)	0.7	$720k	+8%	15k	47.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$705k	-8%	1.1k	653.09	View chart
Microsoft Corporation (MSFT)	0.6	$670k	-15%	1.8k	370.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$634k	-13%	2.2k	287.59	View chart
Exelon Corporation (EXC)	0.6	$602k		12k	49.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$556k		856.00	649.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.5	$534k	-2%	9.4k	56.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.5	$488k		11k	43.96	View chart
Raytheon Technologies Corp (RTX)	0.4	$484k	-5%	2.5k	192.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$461k		1.9k	239.99	View chart
Wal-Mart Stores (WMT)	0.4	$450k		3.6k	124.28	View chart
Morgan Stanley Com New (MS)	0.4	$445k	-8%	2.7k	164.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$439k	+6%	13k	33.77	View chart
Citigroup Com New (C)	0.4	$417k	-9%	3.7k	113.39	View chart
Amazon (AMZN)	0.4	$415k	-10%	2.0k	208.27	View chart
ConocoPhillips (COP)	0.4	$413k		3.1k	131.99	View chart
Goldman Sachs (GS)	0.4	$411k	-7%	486.00	845.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$405k		8.1k	49.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.4	$398k		7.5k	52.80	View chart
Exxon Mobil Corporation (XOM)	0.4	$396k	+5%	2.3k	169.63	View chart
Johnson Ctls Intl SHS (JCI)	0.4	$396k		3.0k	130.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.4	$390k		13k	30.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$370k	+7%	7.6k	48.49	View chart
Motorola Solutions Com New (MSI)	0.3	$357k	-9%	822.00	434.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$356k		7.5k	47.68	View chart
Visa Com Cl A (V)	0.3	$339k	-7%	1.1k	302.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$299k		7.2k	41.69	View chart
L3harris Technologies (LHX)	0.3	$295k	-6%	855.00	345.29	View chart
American Electric Power Company (AEP)	0.3	$289k		2.2k	131.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.3	$274k		8.8k	31.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$270k	-3%	632.00	426.66	View chart
Procter & Gamble Company (PG)	0.2	$268k	-3%	1.9k	144.45	View chart
Tesla Motors (TSLA)	0.2	$253k		681.00	371.75	View chart
Meta Platforms Cl A (META)	0.2	$253k	-16%	442.00	572.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$246k		6.5k	38.11	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$238k		7.8k	30.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$236k	NEW	493.00	479.20	View chart
Air Products & Chemicals (APD)	0.2	$235k	-7%	810.00	290.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$234k		9.0k	26.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$231k	-3%	4.2k	54.72	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$231k	+4%	3.4k	67.59	View chart
EOG Resources (EOG)	0.2	$226k	NEW	1.6k	144.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$225k	-33%	4.2k	53.40	View chart
S&p Global (SPGI)	0.2	$219k		515.00	424.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$218k		2.4k	92.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$215k	-17%	3.2k	67.53	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$210k		4.2k	50.34	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$210k		4.0k	52.85	View chart
JPMorgan Chase & Co. (JPM)	0.2	$206k	-15%	700.00	294.11	View chart

Past Filings by Legacy Solutions

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

Legacy Solutions 2026 Q1 filed April 7, 2026
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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