Legacy Solutions, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$107.9M
Q ending 2026-03-31
Prior quarter
$113.8M
Q ending 2025-12-31
Change
-5.2% QoQ · +18.9% YoY
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $17.2M | 225K |
| Spdr Index Shs Fds | SPDW | Shares | $8.9M | 195K |
| Ishares Tr | IUSV | Shares | $7.2M | 71K |
| Ishares Tr | IUSG | Shares | $6.9M | 44K |
| Capital Group Growth Etf | CGGR | Shares | $6.5M | 162K |
| Vaneck Etf Trust | MOAT | Shares | $4.5M | 47K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $4.2M | 37K |
| Spdr Series Trust | SPSM | Shares | $3.6M | 75K |
| Spdr Index Shs Fds | SPEM | Shares | $3.1M | 66K |
| Hartford Fds Exchange Traded | HTRB | Shares | $2.7M | 81K |
| Fidelity Merrimack Str Tr | FBND | Shares | $2.5M | 55K |
| Spdr Series Trust | SPAB | Shares | $2.4M | 95K |
| Vanguard Bd Index Fds | VUSB | Shares | $2.2M | 43K |
| Pimco Etf Tr | MINT | Shares | $2.0M | 20K |
| Invesco Actively Managed Exc | GSY | Shares | $1.8M | 36K |
| Spdr Gold Tr | GLD | Shares | $1.6M | 4K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $1.6M | 32K |
| Vanguard Bd Index Fds | BSV | Shares | $1.3M | 16K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| First Tr Exchng Traded Fd Vi | FSEP | Shares | $1.2M | 23K |
| Ishares Tr | ITOT | Shares | $1.1M | 7K |
| Broadcom Inc | AVGO | Shares | $934K | 3K |
| World Gold Tr | GLDM | Shares | $909K | 10K |
| Constellation Energy Corp | CEG | Shares | $835K | 3K |
| First Tr Exchng Traded Fd Vi | FAUG | Shares | $832K | 16K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $775K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $731K | 1K |
| Spdr Series Trust | SHM | Shares | $720K | 15K |
| Ishares Tr | IVV | Shares | $705K | 1K |
| Microsoft Corp | MSFT | Shares | $670K | 2K |
| Alphabet Inc | GOOGL | Shares | $634K | 2K |
| Exelon Corp | EXC | Shares | $602K | 12K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $556K | 856 |
| First Tr Exchng Traded Fd Vi | FJUN | Shares | $534K | 9K |
| First Tr Exchng Traded Fd Vi | DSEP | Shares | $487K | 11K |
| Rtx Corporation | RTX | Shares | $484K | 3K |
| Ishares Tr | MTUM | Shares | $461K | 2K |
| Walmart Inc | WMT | Shares | $450K | 4K |
| Morgan Stanley | MS | Shares | $445K | 3K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $439K | 13K |
| Citigroup Inc | C | Shares | $417K | 4K |
| Amazon Com Inc | AMZN | Shares | $415K | 2K |
| Conocophillips | COP | Shares | $413K | 3K |
| Goldman Sachs Group Inc | GS | Shares | $411K | 486 |
| First Tr Exchng Traded Fd Vi | FDEC | Shares | $405K | 8K |
| First Tr Exchng Traded Fd Vi | FMAY | Shares | $398K | 8K |
| Exxon Mobil Corp | XOM | Shares | $396K | 2K |
| Johnson Ctls Intl Plc | Shares | $395K | 3K | |
| First Tr Exchng Traded Fd Vi | QSPT | Shares | $390K | 13K |
| First Tr Exchng Traded Fd Vi | FMAR | Shares | $370K | 8K |
| Motorola Solutions Inc | MSI | Shares | $357K | 822 |
| First Tr Exchng Traded Fd Vi | FOCT | Shares | $356K | 7K |
| Visa Inc | V | Shares | $339K | 1K |
| First Tr Exchng Traded Fd Vi | GMAR | Shares | $299K | 7K |
| L3Harris Technologies Inc | LHX | Shares | $295K | 855 |
| American Elec Pwr Co Inc | AEP | Shares | $289K | 2K |
| First Tr Exchng Traded Fd Vi | QJUN | Shares | $274K | 9K |
| Ishares Tr | IWF | Shares | $270K | 632 |
| Procter And Gamble Co | PG | Shares | $268K | 2K |
| Tesla Inc | TSLA | Shares | $253K | 681 |
| Meta Platforms Inc | META | Shares | $253K | 442 |
| First Tr Exchng Traded Fd Vi | GSEP | Shares | $246K | 6K |
| Schwab Strategic Tr | SCHV | Shares | $238K | 8K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $236K | 493 |
| Air Prods & Chems Inc | APD | Shares | $235K | 810 |
| First Tr Exchng Traded Fd Vi | YSEP | Shares | $234K | 9K |
| First Tr Exchng Traded Fd Vi | FJUL | Shares | $231K | 4K |
| Ark Etf Tr | ARKK | Shares | $231K | 3K |
| Eog Res Inc | EOG | Shares | $226K | 2K |
| First Tr Exchng Traded Fd Vi | FNOV | Shares | $225K | 4K |
| S&P Global Inc | SPGI | Shares | $219K | 515 |
| Ishares Tr | USMV | Shares | $218K | 2K |
| Ishares Tr | IJH | Shares | $215K | 3K |
| Ishares U S Etf Tr | MEAR | Shares | $210K | 4K |
| Profesionally Managed Portfo | AKRE | Shares | $210K | 4K |
| Jpmorgan Chase & Co. | JPM | Shares | $206K | 700 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.