Filed: 7/15/2025ACC: 0002053314-25-000005
📋 What this filing means
LEGACY SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $104.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$104.38M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
PORTFOLIO S&P500$16.48M15.8%
COM$11.49M11.0%
PORTFOLIO DEVLPD$8.68M8.3%
CORE S&P US GWT$7.86M7.5%
CORE S&P US VLU$6.95M6.7%
SHS CREATION UNI$6.42M6.2%
MRNGSTR WDE MOAT$5.83M5.6%
Portfolio Concentration
Top 3$33.02M31.6%
4–10$32.04M30.7%
11–25$19.68M18.9%
Rest$19.63M18.8%
Top 3 weight
31.6%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 1.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
SPDR SERIES TRUST
SOLEShares226.77K
TypeSH
Market value$16.48M
15.79%
Sole
0.00
Shared
0.00
None
226.77K
SPDR INDEX SHS FDS
SOLEShares214.44K
TypeSH
Market value$8.68M
8.32%
Sole
0.00
Shared
0.00
None
214.44K
ISHARES TR
SOLEShares52.25K
TypeSH
Market value$7.86M
7.53%
Sole
0.00
Shared
0.00
None
52.25K
ISHARES TR
SOLEShares73.41K
TypeSH
Market value$6.95M
6.66%
Sole
0.00
Shared
0.00
None
73.41K
CAPITAL GROUP GROWTH ETF
SOLEShares158.03K
TypeSH
Market value$6.42M
6.15%
Sole
0.00
Shared
0.00
None
158.03K
VANECK ETF TRUST
SOLEShares62.12K
TypeSH
Market value$5.83M
5.58%
Sole
0.00
Shared
0.00
None
62.12K
VANGUARD ADMIRAL FDS INC
SOLEShares38.33K
TypeSH
Market value$4.02M
3.85%
Sole
0.00
Shared
0.00
None
38.33K
SPDR SERIES TRUST
SOLEShares76.14K
TypeSH
Market value$3.24M
3.11%
Sole
0.00
Shared
0.00
None
76.14K
SPDR INDEX SHS FDS
SOLEShares72.61K
TypeSH
Market value$3.10M
2.97%
Sole
0.00
Shared
0.00
None
72.61K
HARTFORD FDS EXCHANGE TRADED
SOLEShares73.11K
TypeSH
Market value$2.48M
2.37%
Sole
0.00
Shared
0.00
None
73.11K
FIDELITY MERRIMACK STR TR
SOLEShares49.12K
TypeSH
Market value$2.25M
2.15%
Sole
0.00
Shared
0.00
None
49.12K
SPDR SERIES TRUST
SOLEShares84.11K
TypeSH
Market value$2.15M
2.06%
Sole
0.00
Shared
0.00
None
84.11K
PIMCO ETF TR
SOLEShares17.18K
TypeSH
Market value$1.73M
1.65%
Sole
0.00
Shared
0.00
None
17.18K
INVESCO ACTIVELY MANAGED EXC
SOLEShares30.14K
TypeSH
Market value$1.51M
1.45%
Sole
0.00
Shared
0.00
None
30.14K
VANGUARD BD INDEX FDS
SOLEShares30.07K
TypeSH
Market value$1.50M
1.44%
Sole
0.00
Shared
0.00
None
30.07K
FS KKR CAP CORP
SOLEShares62.41K
TypeSH
Market value$1.30M
1.24%
Sole
0.00
Shared
0.00
None
62.41K
FIRST TR EXCH TRADED FD III
SOLEShares25.40K
TypeSH
Market value$1.27M
1.21%
Sole
0.00
Shared
0.00
None
25.40K
VANGUARD BD INDEX FDS
SOLEShares14.54K
TypeSH
Market value$1.14M
1.10%
Sole
0.00
Shared
0.00
None
14.54K
SPDR GOLD TR
SOLEShares3.56K
TypeSH
Market value$1.09M
1.04%
Sole
0.00
Shared
0.00
None
3.56K
MICROSOFT CORP
SOLEShares2.15K
TypeSH
Market value$1.07M
1.02%
Sole
0.00
Shared
0.00
None
2.15K
CONSTELLATION ENERGY CORP
SOLEShares3.17K
TypeSH
Market value$1.02M
0.98%
Sole
0.00
Shared
0.00
None
3.17K
NVIDIA CORPORATION
SOLEShares6.16K
TypeSH
Market value$973.6K
0.93%
Sole
0.00
Shared
0.00
None
6.16K
FIRST TR EXCHNG TRADED FD VI
SOLEShares19.94K
TypeSH
Market value$957.4K
0.92%
Sole
0.00
Shared
0.00
None
19.94K
BROADCOM INC
SOLEShares3.39K
TypeSH
Market value$933.5K
0.89%
Sole
0.00
Shared
0.00
None
3.39K
APPLE INC
SOLEShares3.90K
TypeSH
Market value$800.5K
0.77%
Sole
0.00
Shared
0.00
None
3.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 226.77K | SH | $16.48M 15.79% | 0.00 | 0.00 | 226.77K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 214.44K | SH | $8.68M 8.32% | 0.00 | 0.00 | 214.44K |
ISHARES TRSOLE | CORE S&P US GWT | 52.25K | SH | $7.86M 7.53% | 0.00 | 0.00 | 52.25K |
ISHARES TRSOLE | CORE S&P US VLU | 73.41K | SH | $6.95M 6.66% | 0.00 | 0.00 | 73.41K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 158.03K | SH | $6.42M 6.15% | 0.00 | 0.00 | 158.03K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 62.12K | SH | $5.83M 5.58% | 0.00 | 0.00 | 62.12K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 38.33K | SH | $4.02M 3.85% | 0.00 | 0.00 | 38.33K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 76.14K | SH | $3.24M 3.11% | 0.00 | 0.00 | 76.14K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 72.61K | SH | $3.10M 2.97% | 0.00 | 0.00 | 72.61K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 73.11K | SH | $2.48M 2.37% | 0.00 | 0.00 | 73.11K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 49.12K | SH | $2.25M 2.15% | 0.00 | 0.00 | 49.12K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 84.11K | SH | $2.15M 2.06% | 0.00 | 0.00 | 84.11K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 17.18K | SH | $1.73M 1.65% | 0.00 | 0.00 | 17.18K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 30.14K | SH | $1.51M 1.45% | 0.00 | 0.00 | 30.14K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 30.07K | SH | $1.50M 1.44% | 0.00 | 0.00 | 30.07K |
FS KKR CAP CORPSOLE | COM | 62.41K | SH | $1.30M 1.24% | 0.00 | 0.00 | 62.41K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 25.40K | SH | $1.27M 1.21% | 0.00 | 0.00 | 25.40K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 14.54K | SH | $1.14M 1.10% | 0.00 | 0.00 | 14.54K |
SPDR GOLD TRSOLE | GOLD SHS | 3.56K | SH | $1.09M 1.04% | 0.00 | 0.00 | 3.56K |
MICROSOFT CORPSOLE | COM | 2.15K | SH | $1.07M 1.02% | 0.00 | 0.00 | 2.15K |
CONSTELLATION ENERGY CORPSOLE | COM | 3.17K | SH | $1.02M 0.98% | 0.00 | 0.00 | 3.17K |
NVIDIA CORPORATIONSOLE | COM | 6.16K | SH | $973.6K 0.93% | 0.00 | 0.00 | 6.16K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 19.94K | SH | $957.4K 0.92% | 0.00 | 0.00 | 19.94K |
BROADCOM INCSOLE | COM | 3.39K | SH | $933.5K 0.89% | 0.00 | 0.00 | 3.39K |
APPLE INCSOLE | COM | 3.90K | SH | $800.5K 0.77% | 0.00 | 0.00 | 3.90K |
Page 1 of 4