Filed: 7/6/2026ACC: 0002053314-26-000003
📋 What this filing means
LEGACY SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $123.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$123.58M
Total AUM (reported)
1.68M
Total Shares
Allocation by class
STATE STREET SPD$41.36M33.5%
COM$11.29M9.1%
CORE S&P US GWT$8.36M6.8%
SHS CREATION UNI$8.05M6.5%
CORE S&P US VLU$7.83M6.3%
FT VEST US EQT$5.08M4.1%
MIDCP 400 IDX$4.82M3.9%
Portfolio Concentration
Top 3$38.67M31.3%
4–10$34.16M27.6%
11–25$24.37M19.7%
Rest$26.38M21.4%
Top 3 weight
31.3%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 1.68M
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
1.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:
SPDR SERIES TRUST
SOLEShares231.86K
TypeSH
Market value$20.38M
16.49%
Sole
0.00
Shared
0.00
None
231.86K
SPDR INDEX SHS FDS
SOLEShares197.02K
TypeSH
Market value$9.93M
8.03%
Sole
0.00
Shared
0.00
None
197.02K
ISHARES TR
SOLEShares44.45K
TypeSH
Market value$8.36M
6.77%
Sole
0.00
Shared
0.00
None
44.45K
CAPITAL GROUP GROWTH ETF
SOLEShares170.45K
TypeSH
Market value$8.05M
6.51%
Sole
0.00
Shared
0.00
None
170.45K
ISHARES TR
SOLEShares71.12K
TypeSH
Market value$7.83M
6.34%
Sole
0.00
Shared
0.00
None
71.12K
VANGUARD ADMIRAL FDS INC
SOLEShares36.94K
TypeSH
Market value$4.82M
3.90%
Sole
0.00
Shared
0.00
None
36.94K
SPDR SERIES TRUST
SOLEShares74.73K
TypeSH
Market value$4.31M
3.49%
Sole
0.00
Shared
0.00
None
74.73K
SPDR INDEX SHS FDS
SOLEShares65.58K
TypeSH
Market value$3.40M
2.75%
Sole
0.00
Shared
0.00
None
65.58K
HARTFORD FDS EXCHANGE TRADED
SOLEShares90.40K
TypeSH
Market value$3.05M
2.47%
Sole
0.00
Shared
0.00
None
90.40K
FIDELITY MERRIMACK STR TR
SOLEShares59.56K
TypeSH
Market value$2.71M
2.19%
Sole
0.00
Shared
0.00
None
59.56K
SPDR SERIES TRUST
SOLEShares102.65K
TypeSH
Market value$2.62M
2.12%
Sole
0.00
Shared
0.00
None
102.65K
PIMCO ETF TR
SOLEShares21.13K
TypeSH
Market value$2.13M
1.72%
Sole
0.00
Shared
0.00
None
21.13K
VANGUARD BD INDEX FDS
SOLEShares42.66K
TypeSH
Market value$2.12M
1.72%
Sole
0.00
Shared
0.00
None
42.66K
INVESCO ACTIVELY MANAGED EXC
SOLEShares39.66K
TypeSH
Market value$1.99M
1.61%
Sole
0.00
Shared
0.00
None
39.66K
VANGUARD INDEX FDS
SOLEShares4.57K
TypeSH
Market value$1.69M
1.37%
Sole
0.00
Shared
0.00
None
4.57K
FIRST TR EXCH TRADED FD III
SOLEShares32.38K
TypeSH
Market value$1.66M
1.35%
Sole
0.00
Shared
0.00
None
32.38K
ISHARES TR
SOLEShares9.46K
TypeSH
Market value$1.55M
1.26%
Sole
0.00
Shared
0.00
None
9.46K
NVIDIA CORPORATION
SOLEShares7.59K
TypeSH
Market value$1.52M
1.23%
Sole
0.00
Shared
0.00
None
7.59K
VANECK ETF TRUST
SOLEShares14.04K
TypeSH
Market value$1.46M
1.18%
Sole
0.00
Shared
0.00
None
14.04K
APPLE INC
SOLEShares4.88K
TypeSH
Market value$1.41M
1.14%
Sole
0.00
Shared
0.00
None
4.88K
VANGUARD BD INDEX FDS
SOLEShares18.05K
TypeSH
Market value$1.41M
1.14%
Sole
0.00
Shared
0.00
None
18.05K
SPDR GOLD TR
SOLEShares3.75K
TypeSH
Market value$1.38M
1.12%
Sole
0.00
Shared
0.00
None
3.75K
GMO ETF TRUST
SOLEShares27.39K
TypeSH
Market value$1.14M
0.92%
Sole
0.00
Shared
0.00
None
27.39K
FIRST TR EXCHNG TRADED FD VI
SOLEShares20.67K
TypeSH
Market value$1.14M
0.92%
Sole
0.00
Shared
0.00
None
20.67K
BROADCOM INC
SOLEShares3.01K
TypeSH
Market value$1.14M
0.92%
Sole
0.00
Shared
0.00
None
3.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 231.86K | SH | $20.38M 16.49% | 0.00 | 0.00 | 231.86K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 197.02K | SH | $9.93M 8.03% | 0.00 | 0.00 | 197.02K |
ISHARES TRSOLE | CORE S&P US GWT | 44.45K | SH | $8.36M 6.77% | 0.00 | 0.00 | 44.45K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 170.45K | SH | $8.05M 6.51% | 0.00 | 0.00 | 170.45K |
ISHARES TRSOLE | CORE S&P US VLU | 71.12K | SH | $7.83M 6.34% | 0.00 | 0.00 | 71.12K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 36.94K | SH | $4.82M 3.90% | 0.00 | 0.00 | 36.94K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.73K | SH | $4.31M 3.49% | 0.00 | 0.00 | 74.73K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 65.58K | SH | $3.40M 2.75% | 0.00 | 0.00 | 65.58K |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 90.40K | SH | $3.05M 2.47% | 0.00 | 0.00 | 90.40K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 59.56K | SH | $2.71M 2.19% | 0.00 | 0.00 | 59.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 102.65K | SH | $2.62M 2.12% | 0.00 | 0.00 | 102.65K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 21.13K | SH | $2.13M 1.72% | 0.00 | 0.00 | 21.13K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 42.66K | SH | $2.12M 1.72% | 0.00 | 0.00 | 42.66K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 39.66K | SH | $1.99M 1.61% | 0.00 | 0.00 | 39.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.57K | SH | $1.69M 1.37% | 0.00 | 0.00 | 4.57K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 32.38K | SH | $1.66M 1.35% | 0.00 | 0.00 | 32.38K |
ISHARES TRSOLE | CORE S&P TTL STK | 9.46K | SH | $1.55M 1.26% | 0.00 | 0.00 | 9.46K |
NVIDIA CORPORATIONSOLE | COM | 7.59K | SH | $1.52M 1.23% | 0.00 | 0.00 | 7.59K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 14.04K | SH | $1.46M 1.18% | 0.00 | 0.00 | 14.04K |
APPLE INCSOLE | COM | 4.88K | SH | $1.41M 1.14% | 0.00 | 0.00 | 4.88K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 18.05K | SH | $1.41M 1.14% | 0.00 | 0.00 | 18.05K |
SPDR GOLD TRSOLE | GOLD SHS | 3.75K | SH | $1.38M 1.12% | 0.00 | 0.00 | 3.75K |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 27.39K | SH | $1.14M 0.92% | 0.00 | 0.00 | 27.39K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 20.67K | SH | $1.14M 0.92% | 0.00 | 0.00 | 20.67K |
BROADCOM INCSOLE | COM | 3.01K | SH | $1.14M 0.92% | 0.00 | 0.00 | 3.01K |
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