LEGACY SOLUTIONS, LLC
Sector Allocation
- Other83.6%$109.5M
- Technology6.2%$8.1M
- Financials5.9%$7.7M
- Utilities1.1%$1.5M
- Energy0.7%$957,370
- Industrials0.6%$823,705
- Consumer Discretionary0.5%$680,477
- Consumer Staples0.5%$611,214
- Healthcare0.3%$443,388
- Communication Services0.2%$252,574
AUM History
13fpro.ai/research/fund/legacy-solutions-llc-2053314
Conviction and streaks
Stable · top 10 = 58.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$20.7M
- SPDR$10.0M
- ISHARES$8.9M
- ISHARES$8.1M
- CAPITAL$7.8M
- J$6.1M
- VANGUARD$4.6M
- SPDR$4.1M
- SPDR$3.5M
- HARTFORD$3.2M
- FIDELITY$2.8M
- SPDR$2.7M
- PIMCO$2.3M
- VANGUARD$2.1M
IVZ
$2.0M- VANGUARD$1.7M
- FIRST$1.6M
- ISHARES$1.6M
META
$1.5MNVDA
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-solutions-llc-2053314
LEGACY SOLUTIONS, LLC 13F holdings — Q3 2026
$130.9M portfolio (+6.0% QoQ) · 91 holdings · Q3 2026 13F · top 10 are 59% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$20.7M
15.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$10.0M
7.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P US GWT
$8.9M
6.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P US VLU
$8.1M
6.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$7.8M
6.0% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL
$6.1M
4.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 7
VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX
$4.6M
3.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR SP600 SML
$4.1M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR INDEX SHS FDS - ST PORT MARK ETF
$3.5M
2.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF
$3.2M
2.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $20.7M | 15.8% | -0.4% | — | — | — | — | |
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $10.0M | 7.6% | +1% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P US GWT | $8.9M | 6.8% | +3% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P US VLU | $8.1M | 6.2% | +4% | — | — | — | — | |
| 5 | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $7.8M | 6.0% | -3% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $6.1M | 4.7% | New | — | New this quarter | — | — | |
| 7 | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $4.6M | 3.5% | +3% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR SP600 SML | $4.1M | 3.1% | +3% | — | — | — | — | |
| 9 | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.5M | 2.6% | +2% | — | — | — | — | |
| 10 | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $3.2M | 2.5% | +11% | — | — | — | — |
All holdings — LEGACY SOLUTIONS, LLC (Q3 2026)
91 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $2.8M | 2.1% | 65K | +9% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR AGGRE ETFetf/fund | — | $2.7M | 2.1% | 112K | +9% | — | — | 13F |
| 13 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $2.3M | 1.7% | 23K | +7% | — | — | 13F |
| 14 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $2.1M | 1.6% | 42K | -0.9% | — | — | 13F |
| 15 | Invesco Ltd. | Financials | $2.0M | 1.6% | 41K | +3% | 8+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $1.7M | 1.3% | 4,542 | -0.7% | — | — | 13F |
| 17 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETFetf/fund | — | $1.6M | 1.2% | 33K | +2% | — | — | 13F |
| 18 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $1.6M | 1.2% | 9,467 | +0.0% | — | — | 13F |
| 19 | Meta Platforms, Inc.note | Technology | $1.5M | 1.2% | 20K | +11% | 8+ qtrsAdded 3 qtrs in a row | 78.0 | 13F | |
| 20 | NVIDIA CORP | Technology | $1.5M | 1.2% | 6,711 | -12% | 8+ qtrs | 86.0 | 13F | |
| 21 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $1.4M | 1.1% | 14K | -4% | — | — | 13F |
| 22 | SPDR GOLD TRUSTetf/fund | Financials | $1.4M | 1.1% | 3,729 | -0.6% | 6 qtrs | — | 13F | |
| 23 | Apple Inc. | Technology | $1.4M | 1.1% | 4,118 | -16% | 8+ qtrs | 75.7 | 13F | |
| 24 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.2M | 0.9% | 21K | — | — | — | 13F |
| 25 | — | GMO ETF TRUST - US QUALITY ETFetf/fund | — | $1.2M | 0.9% | 27K | +0.2% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.8% | 1,432 | +0.1% | |||
| 27 | $IVZ | Invesco Ltd. | Financials | $993K | 0.8% | 3,261 | — | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $978K | 0.8% | 1,907 | -3% | |||
| 29 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $926K | 0.7% | 16K | — | |||
| 30 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $916K | 0.7% | 24K | +7% | |||
| 31 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $909K | 0.7% | 1,228 | -2% | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $829K | 0.6% | 2,410 | +1% | |||
| 33 | $GLDM | World Gold Trust | Financials | $806K | 0.6% | 9,803 | — | |||
| 34 | $CEG | Constellation Energy Corp | Utilities | $760K | 0.6% | 2,990 | — | |||
| 35 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $699K | 0.5% | 15K | -2% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $655K | 0.5% | 1,864 | -38% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $653K | 0.5% | 856 | — | |||
| 38 | — | ISHARES TR - MSCI USA MMENTM | — | $610K | 0.5% | 1,922 | — | |||
| 39 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $542K | 0.4% | 11K | — | |||
| 40 | $EXC | EXELON CORP | Utilities | $496K | 0.4% | 12K | — | |||
| 41 | $MS | MORGAN STANLEY | Financials | $492K | 0.4% | 2,617 | -5% | |||
| 42 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $489K | 0.4% | 7,984 | +2% | |||
| 43 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $465K | 0.4% | 13K | — | |||
| 44 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | — | $456K | 0.3% | 8,145 | — | |||
| 45 | $C | CITIGROUP INC | Financials | $445K | 0.3% | 3,433 | -5% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $436K | 0.3% | 1,750 | -11% | |||
| 47 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $433K | 0.3% | 7,544 | — | |||
| 48 | $JCI | Johnson Controls International plc | Industrials | $419K | 0.3% | 2,818 | -7% | |||
| 49 | $GS | GOLDMAN SACHS GROUP INC | Financials | $411K | 0.3% | 456 | -8% | |||
| 50 | $RTX | RTX Corp | Industrials | $405K | 0.3% | 2,180 | -6% | |||
| 51 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $403K | 0.3% | 7,458 | — | |||
| 52 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $400K | 0.3% | 7,471 | -2% | |||
| 53 | $V | VISA INC. | Financials | $395K | 0.3% | 1,100 | -4% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $382K | 0.3% | 2,346 | -0.1% | |||
| 55 | $COP | CONOCOPHILLIPS | Energy | $375K | 0.3% | 2,993 | -4% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $352K | 0.3% | 3,384 | -6% | |||
| 57 | $MSI | Motorola Solutions, Inc. | Technology | $351K | 0.3% | 786 | -4% | |||
| 58 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $346K | 0.3% | 7,232 | — | |||
| 59 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $325K | 0.3% | 7,177 | — | |||
| 60 | $META | Meta Platforms, Inc. | Technology | $307K | 0.2% | 423 | -2% | |||
| 61 | — | ARK ETF TR - INNOVATION ETF | — | $304K | 0.2% | 3,414 | -4% | |||
| 62 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $301K | 0.2% | 8,782 | — | |||
| 63 | — | ISHARES TR - RUS 1000 GRW ETF | — | $300K | 0.2% | 2,399 | — | |||
| 64 | — | ISHARES TR - CORE S&P MCP ETF | — | $273K | 0.2% | 3,795 | +0.1% | |||
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $272K | 0.2% | 6,450 | — | |||
| 66 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $267K | 0.2% | 8,004 | -0.0% | |||
| 67 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $263K | 0.2% | 2,496 | +9% | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $261K | 0.2% | 571 | +0.9% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $260K | 0.2% | 1,786 | -7% | |||
| 70 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $254K | 0.2% | 4,221 | — | |||
| 71 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INT EQ M | — | $254K | 0.2% | 8,955 | — | |||
| 72 | $DIS | Walt Disney Co | Communication Services | $253K | 0.2% | 2,408 | New | |||
| 73 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $247K | 0.2% | 4,039 | — | |||
| 74 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $245K | 0.2% | 2,067 | -7% | |||
| 75 | $TSLA | Tesla, Inc. | Consumer Discretionary | $244K | 0.2% | 689 | -1% | |||
| 76 | $JPM | JPMORGAN CHASE & CO | Financials | $243K | 0.2% | 734 | -0.4% | |||
| 77 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $237K | 0.2% | 476 | -11% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $235K | 0.2% | 221 | +11% | |||
| 79 | — | ISHARES TR - MSCI USA MIN ETF | — | $229K | 0.2% | 2,350 | — | |||
| 80 | $BDX | BECTON DICKINSON & CO | Healthcare | $226K | 0.2% | 1,261 | New | |||
| 81 | — | ISHARES TR - CORE MSCI EAFE | — | $224K | 0.2% | 2,313 | — | |||
| 82 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $220K | 0.2% | 2,442 | +0.1% | |||
| 83 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $218K | 0.2% | 727 | New | |||
| 84 | $MDT | Medtronic plc | Healthcare | $218K | 0.2% | 2,522 | New | |||
| 85 | $APD | Air Products & Chemicals, Inc. | Materials | $217K | 0.2% | 779 | -7% | |||
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $213K | 0.2% | 5,777 | — | |||
| 87 | $SPGI | S&P Global Inc. | Financials | $211K | 0.2% | 535 | -3% | |||
| 88 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $209K | 0.2% | 3,971 | — | |||
| 89 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | — | $207K | 0.2% | 4,170 | — | |||
| 90 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $203K | 0.2% | 1,242 | New | |||
| 91 | $EOG | EOG RESOURCES INC | Energy | $201K | 0.1% | 1,460 | -7% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 24 added to, 35 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$6.1M
first bought this quarter
$DISWalt Disney Co$253K
first bought this quarter
$BDXBECTON DICKINSON & CO$226K
first bought this quarter
- FIDELITY COVINGTON TRUST - MSCI INFO TECH I$218K
first bought this quarter
$MDTMedtronic plc$218K
first bought this quarter
$AMTAMERICAN TOWER CORP /MA/$203K
first bought this quarter
Added to (24)
- HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF+11%
now $3.2M
- ISHARES TR - CORE S&P US VLU+4%
now $8.1M
- ISHARES TR - CORE S&P US GWT+3%
now $8.9M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+9%
now $2.8M
- SPDR SERIES TRUST - ST STR AGGRE ETF+9%
now $2.7M
now $1.5M · held 8+ qtrs, 3 adds in a row
+18 more in the Excel export
Trimmed (35)
$AVGOBroadcom Inc.-38%
now $655K · held 8+ qtrs
$AAPLApple Inc.-16%
now $1.4M · held 8+ qtrs
- CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT-3%
now $7.8M
now $1.5M · held 8+ qtrs
- SPDR SERIES TRUST - ST STR P500ETF-0.4%
now $20.7M
$AMZNAMAZON COM INC-11%
now $436K · held 8+ qtrs
+29 more in the Excel export
Holdings by quarter
Every 13F LEGACY SOLUTIONS, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow LEGACY SOLUTIONS?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LEGACY SOLUTIONS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-6.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LEGACY SOLUTIONS, LLC disclosed 91 positions worth $130.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 3 and a full exit from $LHX. The portfolio is most concentrated in Other (83.6% of disclosed assets). All figures are sourced directly from LEGACY SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 2053314.
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AI-Powered Hedge Fund Analysis: LEGACY SOLUTIONS, LLC
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