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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 42.42% of Legacy Solutions's stock portfolio.
Added to shares of these 10 stocks: JIVE (+$6.1M), HTRB, IUSV, DIS, IUSG, FBND, BDX, SPAB, FTEC, MDT.
Started 6 new stock positions in BDX, AMT, MDT, FTEC, DIS, JIVE.
Reduced shares in these 10 stocks: AVGO, AAPL, LHX, CGGR, IBM, , NVDA, SPYM, AMZN, MOAT.
Sold out of its positions in DHI, IBM, LHX.
Legacy Solutions was a net buyer of stock by $7.1M.
Legacy Solutions has $131M in assets under management (AUM), dropping by 5.96%.
Central Index Key (CIK): 0002053314

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Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 91 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	15.8	$21M		231k	89.76	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	7.6	$10M		199k	50.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.8	$8.9M	+2%	46k	193.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.2	$8.1M	+3%	74k	110.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	6.0	$7.8M	-3%	165k	47.43	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	4.7	$6.1M	NEW	64k	95.22	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.5	$4.6M	+3%	38k	121.76	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	3.1	$4.1M	+2%	77k	52.86	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.6	$3.5M	+2%	67k	51.76	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.5	$3.2M	+10%	100k	32.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$2.8M	+8%	65k	43.30	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	2.1	$2.7M	+8%	112k	24.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.7	$2.3M	+6%	23k	100.55	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.6	$2.1M		42k	49.55	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.6	$2.0M	+3%	41k	49.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$1.7M		4.5k	374.23	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.2	$1.6M		33k	47.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$1.6M		9.5k	166.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$1.5M	+11%	20k	76.40	View chart
NVIDIA Corporation (NVDA)	1.2	$1.5M	-11%	6.7k	228.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$1.4M	-3%	14k	105.71	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.4M		3.7k	380.84	View chart
Apple (AAPL)	1.0	$1.4M	-15%	4.1k	332.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.9	$1.2M		21k	57.13	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.9	$1.2M		27k	42.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.1M		1.4k	765.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$993k		3.3k	304.64	View chart
Microsoft Corporation (MSFT)	0.7	$978k	-2%	1.9k	512.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.7	$926k		16k	57.61	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.7	$916k	+7%	24k	37.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$909k		1.2k	739.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$829k		2.4k	344.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$806k		9.8k	82.18	View chart
Constellation Energy (CEG)	0.6	$760k		3.0k	254.02	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.5	$699k	-2%	15k	46.65	View chart
Broadcom (AVGO)	0.5	$655k	-38%	1.9k	351.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$653k		856.00	763.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$610k		1.9k	317.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$542k		11k	48.87	View chart
Exelon Corporation (EXC)	0.4	$496k		12k	40.40	View chart
Morgan Stanley Com New (MS)	0.4	$492k	-4%	2.6k	188.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.4	$489k		8.0k	61.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.4	$465k		13k	36.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$456k		8.1k	56.03	View chart
Citigroup Com New (C)	0.3	$445k	-5%	3.4k	129.50	View chart
Amazon (AMZN)	0.3	$436k	-11%	1.8k	249.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$433k		7.5k	57.37	View chart
Johnson Controls Internation SHS (JCI)	0.3	$419k	-6%	2.8k	148.65	View chart
Goldman Sachs (GS)	0.3	$411k	-7%	456.00	900.87	View chart
Raytheon Technologies Corp (RTX)	0.3	$405k	-5%	2.2k	185.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$403k		7.5k	54.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$400k	-2%	7.5k	53.58	View chart
Visa Com Cl A (V)	0.3	$395k	-3%	1.1k	359.18	View chart
Exxon Mobil Corporation	0.3	$382k		2.3k	162.72	View chart
ConocoPhillips (COP)	0.3	$375k	-3%	3.0k	125.14	View chart
Wal-Mart Stores (WMT)	0.3	$352k	-5%	3.4k	103.93	View chart
Motorola Solutions Com New (MSI)	0.3	$351k	-4%	786.00	445.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$346k		7.2k	47.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$325k		7.2k	45.24	View chart
Meta Platforms Cl A (META)	0.2	$307k	-2%	423.00	725.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$304k	-3%	3.4k	89.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$301k		8.8k	34.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$301k		2.4k	125.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$273k		3.8k	71.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$272k		6.5k	42.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$267k		8.0k	33.31	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.2	$263k	+8%	2.5k	105.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$261k		571.00	456.39	View chart
Procter & Gamble Company (PG)	0.2	$260k	-7%	1.8k	145.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$254k		4.2k	60.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$254k		9.0k	28.33	View chart
Walt Disney Company (DIS)	0.2	$253k	NEW	2.4k	104.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$247k		4.0k	61.21	View chart
American Electric Power Company (AEP)	0.2	$245k	-6%	2.1k	118.61	View chart
Tesla Motors (TSLA)	0.2	$245k		689.00	354.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$243k		734.00	331.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$237k	-10%	476.00	497.95	View chart
Micron Technology (MU)	0.2	$235k	+11%	221.00	1065.11	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$229k		2.4k	97.45	View chart
Becton, Dickinson and (BDX)	0.2	$226k	NEW	1.3k	179.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$224k		2.3k	96.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$220k		2.4k	90.12	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$218k	NEW	727.00	299.98	View chart
Medtronic SHS (MDT)	0.2	$218k	NEW	2.5k	86.29	View chart
Air Products & Chemicals (APD)	0.2	$217k	-6%	779.00	278.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$213k		5.8k	36.90	View chart
S&p Global (SPGI)	0.2	$211k	-3%	535.00	394.70	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$209k		4.0k	52.67	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.2	$207k		4.2k	49.63	View chart
American Tower Reit (AMT)	0.2	$203k	NEW	1.2k	163.75	View chart
EOG Resources (EOG)	0.2	$201k	-7%	1.5k	137.74	View chart

Past Filings by Legacy Solutions

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

Legacy Solutions 2026 Q3 filed Oct. 7, 2026
Legacy Solutions 2026 Q2 filed July 6, 2026
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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