Legacy Solutions

Legacy Solutions as of March 31, 2026

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