Filed: 1/14/2026ACC: 0002053314-26-000001
📋 What this filing means
LEGACY SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $113.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$113.82M
Total AUM (reported)
1.66M
Total Shares
Allocation by class
STATE STREET SPD$24.65M21.7%
COM$12.16M10.7%
PORTFOLIO DEVLPD$9.32M8.2%
CORE S&P US GWT$7.98M7.0%
CORE S&P US VLU$7.67M6.7%
SHS CREATION UNI$6.77M5.9%
MRNGSTR WDE MOAT$6.02M5.3%
Portfolio Concentration
Top 3$35.24M31.0%
4–10$34.56M30.4%
11–25$21.92M19.3%
Rest$22.10M19.4%
Top 3 weight
31.0%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 1.66M
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
1.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings81
Rows:
SPDR SERIES TRUST
SOLEShares223.65K
TypeSH
Market value$17.94M
15.76%
Sole
0.00
Shared
0.00
None
223.65K
SPDR INDEX SHS FDS
SOLEShares209.76K
TypeSH
Market value$9.32M
8.18%
Sole
0.00
Shared
0.00
None
209.76K
ISHARES TR
SOLEShares47.52K
TypeSH
Market value$7.98M
7.01%
Sole
0.00
Shared
0.00
None
47.52K
ISHARES TR
SOLEShares74.83K
TypeSH
Market value$7.67M
6.74%
Sole
0.00
Shared
0.00
None
74.83K
CAPITAL GROUP GROWTH ETF
SOLEShares152.17K
TypeSH
Market value$6.77M
5.95%
Sole
0.00
Shared
0.00
None
152.17K
VANECK ETF TRUST
SOLEShares58.12K
TypeSH
Market value$6.02M
5.29%
Sole
0.00
Shared
0.00
None
58.12K
VANGUARD ADMIRAL FDS INC
SOLEShares39.46K
TypeSH
Market value$4.41M
3.88%
Sole
0.00
Shared
0.00
None
39.46K
SPDR SERIES TRUST
SOLEShares79.57K
TypeSH
Market value$3.73M
3.28%
Sole
0.00
Shared
0.00
None
79.57K
SPDR INDEX SHS FDS
SOLEShares71.79K
TypeSH
Market value$3.36M
2.95%
Sole
0.00
Shared
0.00
None
71.79K
HARTFORD FDS EXCHANGE TRADED
SOLEShares76.01K
TypeSH
Market value$2.60M
2.28%
Sole
0.00
Shared
0.00
None
76.01K
FIDELITY MERRIMACK STR TR
SOLEShares51.80K
TypeSH
Market value$2.38M
2.10%
Sole
0.00
Shared
0.00
None
51.80K
SPDR SERIES TRUST
SOLEShares89.81K
TypeSH
Market value$2.31M
2.03%
Sole
0.00
Shared
0.00
None
89.81K
VANGUARD BD INDEX FDS
SOLEShares39.83K
TypeSH
Market value$1.98M
1.74%
Sole
0.00
Shared
0.00
None
39.83K
PIMCO ETF TR
SOLEShares18.18K
TypeSH
Market value$1.82M
1.60%
Sole
0.00
Shared
0.00
None
18.18K
INVESCO ACTIVELY MANAGED EXC
SOLEShares32.59K
TypeSH
Market value$1.64M
1.44%
Sole
0.00
Shared
0.00
None
32.59K
FIRST TR EXCH TRADED FD III
SOLEShares29.57K
TypeSH
Market value$1.51M
1.33%
Sole
0.00
Shared
0.00
None
29.57K
SPDR GOLD TR
SOLEShares3.73K
TypeSH
Market value$1.48M
1.30%
Sole
0.00
Shared
0.00
None
3.73K
NVIDIA CORPORATION
SOLEShares6.41K
TypeSH
Market value$1.20M
1.05%
Sole
0.00
Shared
0.00
None
6.41K
FIRST TR EXCHNG TRADED FD VI
SOLEShares23.09K
TypeSH
Market value$1.19M
1.05%
Sole
0.00
Shared
0.00
None
23.09K
VANGUARD BD INDEX FDS
SOLEShares14.92K
TypeSH
Market value$1.18M
1.03%
Sole
0.00
Shared
0.00
None
14.92K
APPLE INC
SOLEShares4.19K
TypeSH
Market value$1.14M
1.00%
Sole
0.00
Shared
0.00
None
4.19K
BROADCOM INC
SOLEShares3.21K
TypeSH
Market value$1.11M
0.98%
Sole
0.00
Shared
0.00
None
3.21K
CONSTELLATION ENERGY CORP
SOLEShares3K
TypeSH
Market value$1.06M
0.93%
Sole
0.00
Shared
0.00
None
3K
MICROSOFT CORP
SOLEShares2.15K
TypeSH
Market value$1.04M
0.91%
Sole
0.00
Shared
0.00
None
2.15K
ISHARES TR
SOLEShares5.90K
TypeSH
Market value$877.9K
0.77%
Sole
0.00
Shared
0.00
None
5.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 223.65K | SH | $17.94M 15.76% | 0.00 | 0.00 | 223.65K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 209.76K | SH | $9.32M 8.18% | 0.00 | 0.00 | 209.76K |
ISHARES TRSOLE | CORE S&P US GWT | 47.52K | SH | $7.98M 7.01% | 0.00 | 0.00 | 47.52K |
ISHARES TRSOLE | CORE S&P US VLU | 74.83K | SH | $7.67M 6.74% | 0.00 | 0.00 | 74.83K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 152.17K | SH | $6.77M 5.95% | 0.00 | 0.00 | 152.17K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 58.12K | SH | $6.02M 5.29% | 0.00 | 0.00 | 58.12K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 39.46K | SH | $4.41M 3.88% | 0.00 | 0.00 | 39.46K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 79.57K | SH | $3.73M 3.28% | 0.00 | 0.00 | 79.57K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 71.79K | SH | $3.36M 2.95% | 0.00 | 0.00 | 71.79K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 76.01K | SH | $2.60M 2.28% | 0.00 | 0.00 | 76.01K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 51.80K | SH | $2.38M 2.10% | 0.00 | 0.00 | 51.80K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 89.81K | SH | $2.31M 2.03% | 0.00 | 0.00 | 89.81K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 39.83K | SH | $1.98M 1.74% | 0.00 | 0.00 | 39.83K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 18.18K | SH | $1.82M 1.60% | 0.00 | 0.00 | 18.18K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 32.59K | SH | $1.64M 1.44% | 0.00 | 0.00 | 32.59K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 29.57K | SH | $1.51M 1.33% | 0.00 | 0.00 | 29.57K |
SPDR GOLD TRSOLE | GOLD SHS | 3.73K | SH | $1.48M 1.30% | 0.00 | 0.00 | 3.73K |
NVIDIA CORPORATIONSOLE | COM | 6.41K | SH | $1.20M 1.05% | 0.00 | 0.00 | 6.41K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 23.09K | SH | $1.19M 1.05% | 0.00 | 0.00 | 23.09K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 14.92K | SH | $1.18M 1.03% | 0.00 | 0.00 | 14.92K |
APPLE INCSOLE | COM | 4.19K | SH | $1.14M 1.00% | 0.00 | 0.00 | 4.19K |
BROADCOM INCSOLE | COM | 3.21K | SH | $1.11M 0.98% | 0.00 | 0.00 | 3.21K |
CONSTELLATION ENERGY CORPSOLE | COM | 3K | SH | $1.06M 0.93% | 0.00 | 0.00 | 3K |
MICROSOFT CORPSOLE | COM | 2.15K | SH | $1.04M 0.91% | 0.00 | 0.00 | 2.15K |
ISHARES TRSOLE | CORE S&P TTL STK | 5.90K | SH | $877.9K 0.77% | 0.00 | 0.00 | 5.90K |
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