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% | 85.9 |
| 19 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $1.5M | 1.2% | -70% | — |
| 20 |  $AAPL | Apple Inc. | $1.4M | 1.1% | -1% | 76.4 |
| 21 | $META | Meta Platforms, Inc. | $1.4M | 1.1% | +11% | 79.6 |
| 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% | 84.5 |
| 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% | 78.2 |
| 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% | 59.4 |
| 34 | — | SPDR SERIES TRUST - STATE STREET SPD | $735,504 | 0.6% | +2% | — |
| 35 |  $MSFT | MICROSOFT CORP | $729,627 | 0.6% | +8% | 79.8 |
| 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% | 75.8 |
| 39 |  $EXC | EXELON CORP | $572,400 | 0.5% | +0% | 59.6 |
| 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% | 65 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $500,268 | 0.4% | +2% | 73.5 |
| 43 |  $AMZN | AMAZON COM INC | $470,960 | 0.4% | -1% | 68.7 |
| 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% | 73.2 |
| 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% | 60.2 |
| 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% | 82.9 |
| 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% | 71.8 |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $338,024 | 0.3% | NEW | — |
| 56 |  $COP | CONOCOPHILLIPS | $323,533 | 0.3% | -0% | 70.2 |
| 57 |  $XOM.R34088 | EXXON MOBIL CORP | $320,958 | 0.3% | +1% | 57.9 |
| 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% | 66.8 |
| 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% | 53.9 |
| 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% | 64.6 |
| 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% | 73.8 |
| 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% | 64.4 |
| 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% | 46.4 |
| 75 | $META | Meta Platforms, Inc. | $244,038 | 0.2% | -2% | 79.6 |
| 76 |  $JPM | JPMORGAN CHASE & CO | $241,149 | 0.2% | +5% | 70.7 |
| 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 | 86.2 |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $228,758 | 0.2% | NEW | 70 |
| 80 | — | ISHARES TR - MSCI USA MIN VOL | $226,676 | 0.2% | +0% | — |
| 81 |  $SPGI | S&P Global Inc. | $225,183 | 0.2% | +7% | 76.1 |
| 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 | 53.6 |
| 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% | 71.9 |
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
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