Filed: 4/7/2026ACC: 0002053314-26-000002
📋 What this filing means
LEGACY SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $107.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$107.92M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
STATE STREET SPD$23.97M22.2%
COM$10.11M9.4%
PORTFOLIO DEVLPD$8.92M8.3%
CORE S&P US VLU$7.23M6.7%
CORE S&P US GWT$6.90M6.4%
SHS CREATION UNI$6.53M6.0%
FT VEST US EQT$4.60M4.3%
Portfolio Concentration
Top 3$33.36M30.9%
4–10$31.61M29.3%
11–25$22.78M21.1%
Rest$20.17M18.7%
Top 3 weight
30.9%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 1.60M
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
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings77
Rows:
SPDR SERIES TRUST
SOLEShares224.84K
TypeSH
Market value$17.21M
15.95%
Sole
0.00
Shared
0.00
None
224.84K
SPDR INDEX SHS FDS
SOLEShares195.44K
TypeSH
Market value$8.92M
8.27%
Sole
0.00
Shared
0.00
None
195.44K
ISHARES TR
SOLEShares70.67K
TypeSH
Market value$7.23M
6.70%
Sole
0.00
Shared
0.00
None
70.67K
ISHARES TR
SOLEShares44.50K
TypeSH
Market value$6.90M
6.40%
Sole
0.00
Shared
0.00
None
44.50K
CAPITAL GROUP GROWTH ETF
SOLEShares162.40K
TypeSH
Market value$6.53M
6.05%
Sole
0.00
Shared
0.00
None
162.40K
VANECK ETF TRUST
SOLEShares46.96K
TypeSH
Market value$4.54M
4.21%
Sole
0.00
Shared
0.00
None
46.96K
VANGUARD ADMIRAL FDS INC
SOLEShares36.77K
TypeSH
Market value$4.20M
3.90%
Sole
0.00
Shared
0.00
None
36.77K
SPDR SERIES TRUST
SOLEShares74.56K
TypeSH
Market value$3.60M
3.34%
Sole
0.00
Shared
0.00
None
74.56K
SPDR INDEX SHS FDS
SOLEShares66.03K
TypeSH
Market value$3.10M
2.87%
Sole
0.00
Shared
0.00
None
66.03K
HARTFORD FDS EXCHANGE TRADED
SOLEShares81.19K
TypeSH
Market value$2.74M
2.54%
Sole
0.00
Shared
0.00
None
81.19K
FIDELITY MERRIMACK STR TR
SOLEShares55.13K
TypeSH
Market value$2.51M
2.33%
Sole
0.00
Shared
0.00
None
55.13K
SPDR SERIES TRUST
SOLEShares95.02K
TypeSH
Market value$2.43M
2.26%
Sole
0.00
Shared
0.00
None
95.02K
VANGUARD BD INDEX FDS
SOLEShares43.30K
TypeSH
Market value$2.16M
2.00%
Sole
0.00
Shared
0.00
None
43.30K
PIMCO ETF TR
SOLEShares19.52K
TypeSH
Market value$1.96M
1.82%
Sole
0.00
Shared
0.00
None
19.52K
INVESCO ACTIVELY MANAGED EXC
SOLEShares36.05K
TypeSH
Market value$1.81M
1.67%
Sole
0.00
Shared
0.00
None
36.05K
SPDR GOLD TR
SOLEShares3.75K
TypeSH
Market value$1.61M
1.50%
Sole
0.00
Shared
0.00
None
3.75K
FIRST TR EXCH TRADED FD III
SOLEShares31.70K
TypeSH
Market value$1.61M
1.49%
Sole
0.00
Shared
0.00
None
31.70K
VANGUARD BD INDEX FDS
SOLEShares16.26K
TypeSH
Market value$1.27M
1.18%
Sole
0.00
Shared
0.00
None
16.26K
NVIDIA CORPORATION
SOLEShares7.25K
TypeSH
Market value$1.26M
1.17%
Sole
0.00
Shared
0.00
None
7.25K
APPLE INC
SOLEShares4.91K
TypeSH
Market value$1.25M
1.16%
Sole
0.00
Shared
0.00
None
4.91K
FIRST TR EXCHNG TRADED FD VI
SOLEShares23.09K
TypeSH
Market value$1.16M
1.08%
Sole
0.00
Shared
0.00
None
23.09K
ISHARES TR
SOLEShares7.42K
TypeSH
Market value$1.06M
0.98%
Sole
0.00
Shared
0.00
None
7.42K
BROADCOM INC
SOLEShares3.02K
TypeSH
Market value$934.0K
0.87%
Sole
0.00
Shared
0.00
None
3.02K
WORLD GOLD TR
SOLEShares9.80K
TypeSH
Market value$908.6K
0.84%
Sole
0.00
Shared
0.00
None
9.80K
CONSTELLATION ENERGY CORP
SOLEShares2.99K
TypeSH
Market value$835.2K
0.77%
Sole
0.00
Shared
0.00
None
2.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 224.84K | SH | $17.21M 15.95% | 0.00 | 0.00 | 224.84K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 195.44K | SH | $8.92M 8.27% | 0.00 | 0.00 | 195.44K |
ISHARES TRSOLE | CORE S&P US VLU | 70.67K | SH | $7.23M 6.70% | 0.00 | 0.00 | 70.67K |
ISHARES TRSOLE | CORE S&P US GWT | 44.50K | SH | $6.90M 6.40% | 0.00 | 0.00 | 44.50K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 162.40K | SH | $6.53M 6.05% | 0.00 | 0.00 | 162.40K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 46.96K | SH | $4.54M 4.21% | 0.00 | 0.00 | 46.96K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 36.77K | SH | $4.20M 3.90% | 0.00 | 0.00 | 36.77K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.56K | SH | $3.60M 3.34% | 0.00 | 0.00 | 74.56K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 66.03K | SH | $3.10M 2.87% | 0.00 | 0.00 | 66.03K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 81.19K | SH | $2.74M 2.54% | 0.00 | 0.00 | 81.19K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 55.13K | SH | $2.51M 2.33% | 0.00 | 0.00 | 55.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 95.02K | SH | $2.43M 2.26% | 0.00 | 0.00 | 95.02K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 43.30K | SH | $2.16M 2.00% | 0.00 | 0.00 | 43.30K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 19.52K | SH | $1.96M 1.82% | 0.00 | 0.00 | 19.52K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 36.05K | SH | $1.81M 1.67% | 0.00 | 0.00 | 36.05K |
SPDR GOLD TRSOLE | GOLD SHS | 3.75K | SH | $1.61M 1.50% | 0.00 | 0.00 | 3.75K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 31.70K | SH | $1.61M 1.49% | 0.00 | 0.00 | 31.70K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 16.26K | SH | $1.27M 1.18% | 0.00 | 0.00 | 16.26K |
NVIDIA CORPORATIONSOLE | COM | 7.25K | SH | $1.26M 1.17% | 0.00 | 0.00 | 7.25K |
APPLE INCSOLE | COM | 4.91K | SH | $1.25M 1.16% | 0.00 | 0.00 | 4.91K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 23.09K | SH | $1.16M 1.08% | 0.00 | 0.00 | 23.09K |
ISHARES TRSOLE | CORE S&P TTL STK | 7.42K | SH | $1.06M 0.98% | 0.00 | 0.00 | 7.42K |
BROADCOM INCSOLE | COM | 3.02K | SH | $934.0K 0.87% | 0.00 | 0.00 | 3.02K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 9.80K | SH | $908.6K 0.84% | 0.00 | 0.00 | 9.80K |
CONSTELLATION ENERGY CORPSOLE | COM | 2.99K | SH | $835.2K 0.77% | 0.00 | 0.00 | 2.99K |
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