Q2 2026 13F · SEC CIK 2053314

Legacy Solutions, LLC

Wealth managerFiled 2026-07-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $123.6M
Reported positions: 88
Holdings vs S&P 500, 3 yrs: —
Assets under management: $243.8M

Legacy Solutions, LLC is a wealth manager that reported 88 positions worth $123.6M in its Q2 2026 13F, filed 2026-07-06. Its largest holdings were Spdr Series Trust (SPLG, 16.5%), SPDR Portfolio Developed World (SPDW, 8.0%), iShares ETFs/USA (IUSG, 6.8%).

Legacy Solutions, LLC holdings largest 50 of 88 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Solutions, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	16.5%	15.9%	231,860	+3.1%	$20.4M
SPDWSPDR Portfolio Developed World	8.0%	8.3%	197,021	+0.8%	$9.9M
IUSGiShares ETFs/USA	6.8%	6.4%	44,454	-0.1%	$8.4M
CGGRCapital Group Growth ETF	6.5%	6.0%	170,451	+5.0%	$8.0M
IUSVIshares Tr	6.3%	6.7%	71,120	+0.6%	$7.8M
IVOOVanguard Admiral Fds Inc	3.9%	3.9%	36,939	+0.5%	$4.8M
SPSMSpdr Series Trust	3.5%	3.3%	74,735	+0.2%	$4.3M
SPEMState Street Spdr Portfolio Emerging Mar	2.7%	2.9%	65,582	-0.7%	$3.4M
HTRBHartford Fds Exchange Traded	2.5%	2.5%	90,400	+11.3%	$3.0M
FBNDFidelity Merrimack Str Tr	2.2%	2.3%	59,565	+8.1%	$2.7M
SPABSpdr Series Trust	2.1%	2.3%	102,646	+8.0%	$2.6M
MINTPimco ETF Tr	1.7%	1.8%	21,126	+8.2%	$2.1M
VUSBVanguard Bd Index Fds	1.7%	2.0%	42,661	-1.5%	$2.1M
GSYInvesco Actively Managed Exc	1.6%	1.7%	39,661	+10.0%	$2.0M
VTIVanguard Index Fds	1.4%	—	4,572	—	$1.7M
FMBFirst Tr Exch Traded Fd III	1.3%	1.5%	32,379	+2.2%	$1.7M
ITOTIshares Total US Stock Market ETF	1.3%	1.0%	9,463	+27.4%	$1.6M
NVDANvidia Corporation Com	1.2%	1.2%	7,593	+4.8%	$1.5M
MOATVaneck ETF Trust	1.2%	4.2%	14,040	-70.1%	$1.5M
AAPLApple Inc	1.1%	1.2%	4,880	-0.7%	$1.4M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.1%	1.2%	18,053	+11.0%	$1.4M
GLDSpdr Gold Shares	1.1%	1.5%	3,750	+0.0%	$1.4M
QLTYGmo ETF Trust	0.9%	—	27,394	—	$1.1M
FSEPFirst Tr Exchng Traded Fd Vi	0.9%	1.1%	20,674	-10.5%	$1.1M
AVGOBroadcom Inc	0.9%	0.9%	3,012	-0.2%	$1.1M
IVVIshares Core S&p 500 ETF	0.9%	0.7%	1,431	+32.5%	$1.1M
QQQMInvesco Nasdaq 100 ETF	0.8%	0.7%	3,261	+0.0%	$988K
QQQInvesco Qqq Tr	0.7%	0.7%	1,251	-1.3%	$921K
FAUGFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	16,073	+0.0%	$908K
GOOGLAlphabet Inc	0.7%	0.6%	2,376	+7.7%	$849K
BUFRFt Vest Laddered Buffer ETF	0.7%	0.4%	22,807	+75.5%	$833K
GLDMWorld Gold Tr	0.6%	0.8%	9,803	+0.0%	$779K
CEGConstellation Energy Corp	0.6%	0.8%	2,990	-0.0%	$743K
SHMState Street ETF/USA	0.6%	0.7%	15,334	+1.9%	$736K
MSFTMicrosoft Corp	0.6%	0.6%	1,956	+8.1%	$730K
MTUMIshares Msci USA Momentum Factor ETF	0.5%	0.4%	1,922	+0.0%	$659K
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	856	+0.0%	$639K
MSMorgan Stanley Com New	0.5%	0.4%	2,743	+1.4%	$573K
EXCExelon Corp	0.5%	0.6%	12,278	+0.0%	$572K
DSEPFirst Tr Exchng Traded Fd Vi	0.4%	0.5%	11,089	+0.0%	$526K
CCitigroup Inc Com New	0.4%	0.4%	3,625	-1.3%	$507K
GSGoldman Sachs Group Inc	0.4%	0.4%	495	+1.9%	$500K
AMZNAmazon Com Inc Com	0.4%	0.4%	1,976	-0.9%	$471K
FJUNFirst Tr Exchng Traded Fd Vi	0.4%	0.5%	7,845	-16.9%	$470K
FDECFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	8,145	+0.0%	$444K
QSPTFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	12,724	+0.0%	$443K
JCIJohnson Controls Internation	0.4%	0.4%	3,027	+0.2%	$442K
RTXRtx Corporation Com	0.4%	0.4%	2,308	-7.9%	$438K
FMAYFirst Tr Exchng Traded Fd Vi	0.3%	0.4%	7,544	+0.0%	$424K
WMTWalmart Inc	0.3%	0.4%	3,589	-0.9%	$406K

What Legacy Solutions, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$123.6M	88
Q1 2026	$107.9M	77
Q4 2025	$113.8M	81
Q3 2025	$111.2M	78
Q2 2025	$104.4M	78
Q1 2025	$90.8M	71
Q4 2024	$91.8M	69

Questions about Legacy Solutions, LLC's portfolio

What stocks does Legacy Solutions, LLC own?

Legacy Solutions, LLC's latest 13F, for Q2 2026 and filed Jul 6, 2026, lists 88 positions worth $123.6M. The largest are Spdr Series Trust (SPLG) at 16.5%, SPDR Portfolio Developed World (SPDW) at 8.0%, iShares ETFs/USA (IUSG) at 6.8%, Capital Group Growth ETF (CGGR) at 6.5% and Ishares Tr (IUSV) at 6.3%.

What did Legacy Solutions, LLC buy last quarter?

In Q2 2026, Legacy Solutions, LLC added Ft Vest Laddered Buffer ETF (BUFR) (+75.5% shares), Ishares Core S&p 500 ETF (IVV) (+32.5% shares) and Ishares Total US Stock Market ETF (ITOT) (+27.4% shares), compared with its Q1 2026 filing.

What did Legacy Solutions, LLC sell last quarter?

In Q2 2026, Legacy Solutions, LLC cut from its top 50 Conocophillips (COP), cut from its top 50 Exxon Mobil Corp (XOM), Vaneck ETF Trust (MOAT) (-70.1% shares), First Tr Exchng Traded Fd Vi (FJUN) (-16.9% shares) and First Tr Exchng Traded Fd Vi (FSEP) (-10.5% shares), compared with its Q1 2026 filing.

When is Legacy Solutions, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Solutions, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Solutions, LLC manage?

Legacy Solutions, LLC reported $243.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $123.6M.