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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, CGGR, IUSV, and represent 44.14% of Legacy Solutions's stock portfolio.
Added to shares of these 10 stocks: VTI, QLTY, SPYM, CGGR, BUFR, FAPR, ITOT, HTRB, TSM, IVV.
Started 11 new stock positions in FAPR, JTEK, IEFA, IBM, DHI, QDEC, MU, VTI, VUG, QLTY. TSM.
Reduced shares in these 10 stocks: MOAT, FSEP, FJUN, RTX, VUSB, SPEM, QQQ, FJUL, AAPL, IUSG.
Legacy Solutions was a net buyer of stock by $5.1M.
Legacy Solutions has $124M in assets under management (AUM), dropping by 14.51%.
Central Index Key (CIK): 0002053314

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Portfolio Holdings for Legacy Solutions

Legacy Solutions holds 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	16.5	$20M	+3%	232k	87.88	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	8.0	$9.9M		197k	50.39	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.8	$8.4M		45k	188.09	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	6.5	$8.0M	+4%	171k	47.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.3	$7.8M		71k	110.15	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	3.9	$4.8M		37k	130.40	View chart
Spdr Series Trust State Street Spd (SPSM)	3.5	$4.3M		75k	57.67	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	2.7	$3.4M		66k	51.78	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.5	$3.0M	+11%	90k	33.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$2.7M	+8%	60k	45.49	View chart
Spdr Series Trust State Street Spd (SPAB)	2.1	$2.6M	+8%	103k	25.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.7	$2.1M	+8%	21k	100.81	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.7	$2.1M		43k	49.78	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.6	$2.0M	+10%	40k	50.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.7M	NEW	4.6k	370.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.3	$1.7M	+2%	32k	51.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$1.6M	+27%	9.5k	164.27	View chart
NVIDIA Corporation (NVDA)	1.2	$1.5M	+4%	7.6k	200.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.2	$1.5M	-70%	14k	103.96	View chart
Apple (AAPL)	1.1	$1.4M		4.9k	289.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$1.4M	+11%	18k	77.91	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.4M		3.8k	368.38	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.9	$1.1M	NEW	27k	41.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.9	$1.1M	-10%	21k	55.08	View chart
Broadcom (AVGO)	0.9	$1.1M		3.0k	377.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.1M	+32%	1.4k	748.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$988k		3.3k	302.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$921k		1.3k	736.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.7	$908k		16k	56.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$849k	+7%	2.4k	357.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$833k	+75%	23k	36.53	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$779k		9.8k	79.42	View chart
Constellation Energy (CEG)	0.6	$743k		3.0k	248.37	View chart
Spdr Series Trust State Street Spd (SHM)	0.6	$736k		15k	47.97	View chart
Microsoft Corporation (MSFT)	0.6	$730k	+8%	2.0k	373.02	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$659k		1.9k	342.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$639k		856.00	746.76	View chart
Morgan Stanley Com New (MS)	0.5	$574k		2.7k	209.07	View chart
Exelon Corporation (EXC)	0.5	$572k		12k	46.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$526k		11k	47.44	View chart
Citigroup Com New (C)	0.4	$507k		3.6k	139.97	View chart
Goldman Sachs (GS)	0.4	$500k		495.00	1010.64	View chart
Amazon (AMZN)	0.4	$471k		2.0k	238.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.4	$470k	-16%	7.8k	59.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.4	$444k		8.1k	54.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.4	$443k		13k	34.84	View chart
Johnson Controls Internation SHS (JCI)	0.4	$442k		3.0k	146.11	View chart
Raytheon Technologies Corp (RTX)	0.4	$438k	-7%	2.3k	189.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$424k		7.5k	56.20	View chart
Wal-Mart Stores (WMT)	0.3	$406k		3.6k	113.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$399k		7.6k	52.26	View chart
Visa Com Cl A (V)	0.3	$393k		1.1k	343.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$390k		7.5k	52.29	View chart
Motorola Solutions Com New (MSI)	0.3	$342k		822.00	415.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$338k	NEW	7.2k	46.74	View chart
ConocoPhillips (COP)	0.3	$324k		3.1k	103.96	View chart
Exxon Mobil Corporation (XOM)	0.3	$321k		2.3k	136.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.3	$318k		7.2k	44.24	View chart
American Electric Power Company (AEP)	0.2	$304k		2.2k	136.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$298k	+279%	2.4k	124.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.2	$297k		8.8k	33.79	View chart
Tesla Motors (TSLA)	0.2	$294k	+2%	699.00	420.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$292k	+19%	3.8k	77.10	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$287k	+4%	3.6k	80.82	View chart
Procter & Gamble Company (PG)	0.2	$283k	+3%	1.9k	146.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$279k	+2%	8.0k	34.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$270k	NEW	566.00	477.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$267k	+8%	534.00	500.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$264k		6.5k	40.96	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$256k	NEW	2.3k	111.55	View chart
L3harris Technologies (LHX)	0.2	$251k		865.00	290.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$247k		4.2k	58.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M (YSEP)	0.2	$247k		9.0k	27.54	View chart
Air Products & Chemicals (APD)	0.2	$245k	+3%	835.00	293.16	View chart
Meta Platforms Cl A (META)	0.2	$244k	-2%	433.00	563.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$241k	+5%	737.00	327.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$241k	-4%	4.0k	59.54	View chart
Micron Technology (MU)	0.2	$230k	NEW	199.00	1154.29	View chart
International Business Machines (IBM)	0.2	$229k	NEW	813.00	281.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$227k		2.4k	96.46	View chart
S&p Global (SPGI)	0.2	$225k	+7%	553.00	407.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$223k	NEW	2.3k	96.59	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$211k		4.0k	53.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$210k	NEW	2.4k	86.13	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$210k		4.2k	50.38	View chart
D.R. Horton (DHI)	0.2	$207k	NEW	1.3k	162.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$206k	NEW	5.8k	35.61	View chart
EOG Resources (EOG)	0.2	$204k		1.6k	129.70	View chart

Past Filings by Legacy Solutions

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

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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