Filed: 10/9/2025ACC: 0002053314-25-000006
📋 What this filing means
LEGACY SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $111.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$111.21M
Total AUM (reported)
1.64M
Total Shares
Allocation by class
PORTFOLIO S&P500$17.82M16.0%
COM$12.10M10.9%
PORTFOLIO DEVLPD$9.09M8.2%
CORE S&P US GWT$8.41M7.6%
CORE S&P US VLU$7.36M6.6%
SHS CREATION UNI$6.91M6.2%
MRNGSTR WDE MOAT$6.09M5.5%
Portfolio Concentration
Top 3$35.32M31.8%
4–10$34.05M30.6%
11–25$21.03M18.9%
Rest$20.82M18.7%
Top 3 weight
31.8%
Top 10 weight
62.4%
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
SOLEShares227.50K
TypeSH
Market value$17.82M
16.03%
Sole
0.00
Shared
0.00
None
227.50K
SPDR INDEX SHS FDS
SOLEShares212.37K
TypeSH
Market value$9.09M
8.17%
Sole
0.00
Shared
0.00
None
212.37K
ISHARES TR
SOLEShares51.10K
TypeSH
Market value$8.41M
7.56%
Sole
0.00
Shared
0.00
None
51.10K
ISHARES TR
SOLEShares73.68K
TypeSH
Market value$7.36M
6.62%
Sole
0.00
Shared
0.00
None
73.68K
CAPITAL GROUP GROWTH ETF
SOLEShares157.30K
TypeSH
Market value$6.91M
6.21%
Sole
0.00
Shared
0.00
None
157.30K
VANECK ETF TRUST
SOLEShares61.40K
TypeSH
Market value$6.09M
5.47%
Sole
0.00
Shared
0.00
None
61.40K
VANGUARD ADMIRAL FDS INC
SOLEShares38.48K
TypeSH
Market value$4.25M
3.82%
Sole
0.00
Shared
0.00
None
38.48K
SPDR SERIES TRUST
SOLEShares76.64K
TypeSH
Market value$3.55M
3.19%
Sole
0.00
Shared
0.00
None
76.64K
SPDR INDEX SHS FDS
SOLEShares71.23K
TypeSH
Market value$3.33M
3.00%
Sole
0.00
Shared
0.00
None
71.23K
HARTFORD FDS EXCHANGE TRADED
SOLEShares74.72K
TypeSH
Market value$2.56M
2.30%
Sole
0.00
Shared
0.00
None
74.72K
FIDELITY MERRIMACK STR TR
SOLEShares51.26K
TypeSH
Market value$2.37M
2.13%
Sole
0.00
Shared
0.00
None
51.26K
SPDR SERIES TRUST
SOLEShares87.86K
TypeSH
Market value$2.27M
2.04%
Sole
0.00
Shared
0.00
None
87.86K
PIMCO ETF TR
SOLEShares18.08K
TypeSH
Market value$1.82M
1.64%
Sole
0.00
Shared
0.00
None
18.08K
INVESCO ACTIVELY MANAGED EXC
SOLEShares32.58K
TypeSH
Market value$1.64M
1.47%
Sole
0.00
Shared
0.00
None
32.58K
VANGUARD BD INDEX FDS
SOLEShares31.56K
TypeSH
Market value$1.58M
1.42%
Sole
0.00
Shared
0.00
None
31.56K
FIRST TR EXCH TRADED FD III
SOLEShares28.98K
TypeSH
Market value$1.47M
1.32%
Sole
0.00
Shared
0.00
None
28.98K
SPDR GOLD TR
SOLEShares3.71K
TypeSH
Market value$1.32M
1.19%
Sole
0.00
Shared
0.00
None
3.71K
NVIDIA CORPORATION
SOLEShares6.31K
TypeSH
Market value$1.18M
1.06%
Sole
0.00
Shared
0.00
None
6.31K
VANGUARD BD INDEX FDS
SOLEShares14.82K
TypeSH
Market value$1.17M
1.05%
Sole
0.00
Shared
0.00
None
14.82K
MICROSOFT CORP
SOLEShares2.15K
TypeSH
Market value$1.12M
1.00%
Sole
0.00
Shared
0.00
None
2.15K
BROADCOM INC
SOLEShares3.25K
TypeSH
Market value$1.07M
0.96%
Sole
0.00
Shared
0.00
None
3.25K
FIRST TR EXCHNG TRADED FD VI
SOLEShares20.67K
TypeSH
Market value$1.04M
0.94%
Sole
0.00
Shared
0.00
None
20.67K
APPLE INC
SOLEShares4.10K
TypeSH
Market value$1.04M
0.94%
Sole
0.00
Shared
0.00
None
4.10K
CONSTELLATION ENERGY CORP
SOLEShares3K
TypeSH
Market value$988.2K
0.89%
Sole
0.00
Shared
0.00
None
3K
FS KKR CAP CORP
SOLEShares63.51K
TypeSH
Market value$948.3K
0.85%
Sole
0.00
Shared
0.00
None
63.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 227.50K | SH | $17.82M 16.03% | 0.00 | 0.00 | 227.50K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 212.37K | SH | $9.09M 8.17% | 0.00 | 0.00 | 212.37K |
ISHARES TRSOLE | CORE S&P US GWT | 51.10K | SH | $8.41M 7.56% | 0.00 | 0.00 | 51.10K |
ISHARES TRSOLE | CORE S&P US VLU | 73.68K | SH | $7.36M 6.62% | 0.00 | 0.00 | 73.68K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 157.30K | SH | $6.91M 6.21% | 0.00 | 0.00 | 157.30K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 61.40K | SH | $6.09M 5.47% | 0.00 | 0.00 | 61.40K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 38.48K | SH | $4.25M 3.82% | 0.00 | 0.00 | 38.48K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 76.64K | SH | $3.55M 3.19% | 0.00 | 0.00 | 76.64K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 71.23K | SH | $3.33M 3.00% | 0.00 | 0.00 | 71.23K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 74.72K | SH | $2.56M 2.30% | 0.00 | 0.00 | 74.72K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 51.26K | SH | $2.37M 2.13% | 0.00 | 0.00 | 51.26K |
SPDR SERIES TRUSTSOLE | PORTFOLIO AGRGTE | 87.86K | SH | $2.27M 2.04% | 0.00 | 0.00 | 87.86K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 18.08K | SH | $1.82M 1.64% | 0.00 | 0.00 | 18.08K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 32.58K | SH | $1.64M 1.47% | 0.00 | 0.00 | 32.58K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 31.56K | SH | $1.58M 1.42% | 0.00 | 0.00 | 31.56K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 28.98K | SH | $1.47M 1.32% | 0.00 | 0.00 | 28.98K |
SPDR GOLD TRSOLE | GOLD SHS | 3.71K | SH | $1.32M 1.19% | 0.00 | 0.00 | 3.71K |
NVIDIA CORPORATIONSOLE | COM | 6.31K | SH | $1.18M 1.06% | 0.00 | 0.00 | 6.31K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 14.82K | SH | $1.17M 1.05% | 0.00 | 0.00 | 14.82K |
MICROSOFT CORPSOLE | COM | 2.15K | SH | $1.12M 1.00% | 0.00 | 0.00 | 2.15K |
BROADCOM INCSOLE | COM | 3.25K | SH | $1.07M 0.96% | 0.00 | 0.00 | 3.25K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 20.67K | SH | $1.04M 0.94% | 0.00 | 0.00 | 20.67K |
APPLE INCSOLE | COM | 4.10K | SH | $1.04M 0.94% | 0.00 | 0.00 | 4.10K |
CONSTELLATION ENERGY CORPSOLE | COM | 3K | SH | $988.2K 0.89% | 0.00 | 0.00 | 3K |
FS KKR CAP CORPSOLE | COM | 63.51K | SH | $948.3K 0.85% | 0.00 | 0.00 | 63.51K |
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