LEGACY SOLUTIONS, LLC
13F Reported Value
ⓘ$123.6M
Holdings
88
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LEGACY SOLUTIONS, LLC disclosed 88 positions worth $123.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 0. The portfolio is most concentrated in Other (82.4% of disclosed assets). All figures are sourced directly from LEGACY SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 2053314.
AI Fund Analysis
Diversifying
$META
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - STATE STREET SPD
—Quality
$20.4M231,860 shSPDR INDEX SHS FDS - STATE STREET SPD
—Quality
$9.9M197,021 shISHARES TR - CORE S&P US GWT
—Quality
$8.4M44,454 shCAPITAL GROUP GROWTH ETF - SHS CREATION UNI
—Quality
$8.0M170,451 shISHARES TR - CORE S&P US VLU
—Quality
$7.8M71,120 shVANGUARD ADMIRAL FDS INC - MIDCP 400 IDX
—Quality
$4.8M36,939 shSPDR SERIES TRUST - STATE STREET SPD
—Quality
$4.3M74,735 shSPDR INDEX SHS FDS - STATE STREET SPD
—Quality
$3.4M65,582 shHARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF
—Quality
$3.0M90,400 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$2.7M59,565 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - STATE STREET SPD | — | $20.4M | 231,860 |
| SPDR INDEX SHS FDS - STATE STREET SPD | — | $9.9M | 197,021 |
| ISHARES TR - CORE S&P US GWT | — | $8.4M | 44,454 |
| CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | — | $8.0M | 170,451 |
| ISHARES TR - CORE S&P US VLU | — | $7.8M | 71,120 |
| VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $4.8M | 36,939 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $4.3M | 74,735 |
| SPDR INDEX SHS FDS - STATE STREET SPD | — | $3.4M | 65,582 |
| HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | — | $3.0M | 90,400 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $2.7M | 59,565 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LEGACY SOLUTIONS, LLC's 88 positions.
Showing top 10 of 88 holdings.
Sector Allocation
Other
$101.9M
Technology
$8.4M
Financials
$7.8M
Utilities
$1.6M
Industrials
$1.6M
Consumer Discretionary
$877,410
Energy
$848,253
Consumer Staples
$282,785
Full Holdings — LEGACY SOLUTIONS, LLC (Q2 2026)
All 88 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - STATE STREET SPD | $20.4M | 16.5% | +3% | — |
| 2 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $9.9M | 8.0% | +1% | — |
| 3 | — | ISHARES TR - CORE S&P US GWT | $8.4M | 6.8% | -0% | — |
| 4 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | $8.0M | 6.5% | +5% | — |
| 5 | — | ISHARES TR - CORE S&P US VLU | $7.8M | 6.3% | +1% | — |
| 6 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $4.8M | 3.9% | +0% | — |
| 7 | — | SPDR SERIES TRUST - STATE STREET SPD | $4.3M | 3.5% | +0% | — |
| 8 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $3.4M | 2.8% | -1% | — |
| 9 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $3.0M | 2.5% | +11% | — |
| 10 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $2.7M | 2.2% | +8% | — |
| 11 | — | SPDR SERIES TRUST - STATE STREET SPD | $2.6M | 2.1% | +8% | — |
| 12 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.1M | 1.7% | +8% | — |
| 13 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $2.1M | 1.7% | -1% | — |
| 14 |  $IVZ | Invesco Ltd. | $2.0M | 1.6% | +10% | — |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 1.4% | NEW | — |
| 16 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $1.7M | 1.4% | +2% | — |
| 17 | — | ISHARES TR - CORE S&P TTL STK | $1.6M | 1.3% | +27% | — |
| 18 | $NVDA | NVIDIA CORP | $1.5M | 1.2% | +5% | 90.2 |
| 19 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $1.5M | 1.2% | -70% | — |
| 20 |  $AAPL | Apple Inc. | $1.4M | 1.1% | -1% | 76.1 |
| 21 | $META | Meta Platforms, Inc. | $1.4M | 1.1% | +11% | 80.9 |
| 22 |  $GLD | SPDR GOLD TRUST | $1.4M | 1.1% | +0% | — |
| 23 | — | GMO ETF TRUST - GMO US QUALITY E | $1.1M | 0.9% | NEW | — |
| 24 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.1M | 0.9% | -10% | — |
| 25 |  $AVGO | Broadcom Inc. | $1.1M | 0.9% | -0% | 86.4 |
| 26 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.9% | +33% | — |
| 27 | $IVZ | Invesco Ltd. | $987,985 | 0.8% | +0% | — |
| 28 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $921,183 | 0.8% | -1% | — |
| 29 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $908,205 | 0.7% | +0% | — |
| 30 |  $GOOG | Alphabet Inc. | $848,938 | 0.7% | +8% | 80.2 |
| 31 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $833,140 | 0.7% | +76% | — |
| 32 |  $GLDM | World Gold Trust | $778,554 | 0.6% | +0% | — |
| 33 |  $CEG | Constellation Energy Corp | $742,626 | 0.6% | -0% | 62.5 |
| 34 | — | SPDR SERIES TRUST - STATE STREET SPD | $735,504 | 0.6% | +2% | — |
| 35 |  $MSFT | MICROSOFT CORP | $729,627 | 0.6% | +8% | 83.7 |
| 36 | — | ISHARES TR - MSCI USA MMENTM | $658,919 | 0.5% | +0% | — |
| 37 |  $SPY | SPDR S&P 500 ETF TRUST | $639,223 | 0.5% | +0% | — |
| 38 |  $MS | MORGAN STANLEY | $573,477 | 0.5% | +1% | — |
| 39 |  $EXC | EXELON CORP | $572,400 | 0.5% | +0% | 63.9 |
| 40 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $526,062 | 0.4% | +0% | — |
| 41 |  $C | CITIGROUP INC | $507,380 | 0.4% | -1% | 54.8 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $500,268 | 0.4% | +2% | — |
| 43 |  $AMZN | AMAZON COM INC | $470,960 | 0.4% | -1% | 74.6 |
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $470,308 | 0.4% | -17% | — |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $443,636 | 0.4% | +0% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $443,304 | 0.4% | +0% | — |
| 47 |  $JCI | Johnson Controls International plc | $442,275 | 0.4% | +0% | — |
| 48 |  $RTX | RTX Corp | $437,952 | 0.3% | -8% | 70 |
| 49 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $423,973 | 0.3% | +0% | — |
| 50 |  $WMT | Walmart Inc. | $406,450 | 0.3% | -1% | 63.2 |
| 51 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $398,796 | 0.3% | +0% | — |
| 52 |  $V | VISA INC. | $392,512 | 0.3% | +2% | 83.5 |
| 53 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $389,979 | 0.3% | +0% | — |
| 54 |  $MSI | Motorola Solutions, Inc. | $341,525 | 0.3% | +0% | 73.8 |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $338,024 | 0.3% | NEW | — |
| 56 |  $COP | CONOCOPHILLIPS | $323,533 | 0.3% | -0% | 74.8 |
| 57 |  $XOM | EXXON MOBIL CORP | $320,958 | 0.3% | +1% | 61.8 |
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $317,510 | 0.3% | +0% | — |
| 59 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $303,577 | 0.3% | +1% | 75.4 |
| 60 | — | ISHARES TR - RUS 1000 GRW ETF | $297,835 | 0.2% | +280% | — |
| 61 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $296,708 | 0.2% | +0% | — |
| 62 |  $TSLA | Tesla, Inc. | $293,999 | 0.2% | +3% | 50.1 |
| 63 | — | ISHARES TR - CORE S&P MCP ETF | $292,369 | 0.2% | +19% | — |
| 64 | — | ARK ETF TR - INNOVATION ETF | $287,073 | 0.2% | +4% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $282,785 | 0.2% | +4% | 72.9 |
| 66 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $278,764 | 0.2% | +3% | — |
| 67 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $270,305 | 0.2% | NEW | — |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $267,208 | 0.2% | +8% | 64.5 |
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $264,192 | 0.2% | +0% | — |
| 70 | — | J P MORGAN EXCHANGE TRADED F - U S TECH LEADERS | $255,676 | 0.2% | NEW | — |
| 71 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $251,401 | 0.2% | +1% | 66.5 |
| 72 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $246,886 | 0.2% | +0% | — |
| 73 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT EQ M | $246,621 | 0.2% | +0% | — |
| 74 |  $APD | Air Products & Chemicals, Inc. | $244,791 | 0.2% | +3% | 41.2 |
| 75 | $META | Meta Platforms, Inc. | $244,038 | 0.2% | -2% | 80.9 |
| 76 |  $JPM | JPMORGAN CHASE & CO | $241,149 | 0.2% | +5% | 35.6 |
| 77 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $240,482 | 0.2% | -4% | — |
| 78 |  $MU | MICRON TECHNOLOGY INC | $229,704 | 0.2% | NEW | 88.4 |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $228,758 | 0.2% | NEW | 66.7 |
| 80 | — | ISHARES TR - MSCI USA MIN VOL | $226,676 | 0.2% | +0% | — |
| 81 |  $SPGI | S&P Global Inc. | $225,183 | 0.2% | +7% | 79.4 |
| 82 | — | ISHARES TR - CORE MSCI EAFE | $223,403 | 0.2% | NEW | — |
| 83 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $211,217 | 0.2% | +0% | — |
| 84 | — | VANGUARD INDEX FDS - GROWTH ETF | $210,168 | 0.2% | NEW | — |
| 85 | — | ISHARES U S ETF TR - SHORT MATURITY M | $210,085 | 0.2% | +0% | — |
| 86 |  $DHI | HORTON D R INC /DE/ | $207,400 | 0.2% | NEW | 54.6 |
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $205,719 | 0.2% | NEW | — |
| 88 |  $EOG | EOG RESOURCES INC | $203,762 | 0.2% | +1% | 71.1 |
New Positions (11)
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$270,305$MU MICRON TECHNOLOGY INC$229,704$IBM INTERNATIONAL BUSINESS MACHINES CORP$228,758$DHI HORTON D R INC /DE/$207,400Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for LEGACY SOLUTIONS, LLC including:
Track LEGACY SOLUTIONS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for LEGACY SOLUTIONS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: LEGACY SOLUTIONS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For LEGACY SOLUTIONS, LLC (SEC CIK: 2053314), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LEGACY SOLUTIONS, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.