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Legacy Solutions, LLC Portfolio
$130.9M across 91 positions as of 2026-09-30, with 59% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.4%
-5.1% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.5% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $20.7M | 15.8% | 230,851 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $10M | 7.6% | 198,997 |
| IUSGiShares Core S&P U.S. Growth ETF | $8.9M | 6.8% | 45,681 |
| IUSViShares Core S&P U.S. Value ETF | $8.1M | 6.2% | 73,844 |
| CGGRCapital Group Growth ETF | $7.8M | 6.0% | 165,161 |
| JIVEJPMorgan International Value ETF | $6.1M | 4.7% | 64,374 |
| IVOOVanguard S&P Mid-Cap 400 ETF | $4.6M | 3.5% | 38,126 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $4.1M | 3.1% | 76,690 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $3.5M | 2.6% | 66,933 |
| HTRBHartford Total Return Bond ETF | $3.2M | 2.5% | 100,256 |
| FBNDFidelity Total Bond ETF | $2.8M | 2.1% | 64,924 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $2.7M | 2.1% | 111,612 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $2.3M | 1.7% | 22,517 |
| VANGUARD BD INDEX FDS | $2.1M | 1.6% | 42,279 |
| INVESCO ACTIVELY MANAGED EXC | $2M | 1.6% | 40,946 |
| VTIVanguard Total Stock Market ETF | $1.7M | 1.3% | 4,542 |
| FIRST TR EXCH TRADED FD III | $1.6M | 1.2% | 33,003 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.6M | 1.2% | 9,467 |
| BSVVanguard Short-Term Bond ETF | $1.5M | 1.2% | 20,079 |
| NVDANVIDIA Corp | $1.5M | 1.2% | 6,711 |
| MOATVanEck Morningstar Wide Moat ETF | $1.4M | 1.1% | 13,548 |
| GLDSPDR Gold Shares | $1.4M | 1.1% | 3,729 |
| AAPLApple Inc | $1.4M | 1.0% | 4,118 |
| FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.9% | 20,674 |
| QLTYGMO U.S. Quality ETF | $1.2M | 0.9% | 27,444 |
| IVViShares Core S&P 500 ETF | $1.1M | 0.8% | 1,432 |
| QQQMInvesco NASDAQ 100 ETF | $993.4K | 0.8% | 3,261 |
| MSFTMicrosoft Corp | $977.8K | 0.7% | 1,907 |
| FIRST TR EXCHNG TRADED FD VI | $926K | 0.7% | 16,073 |
| BUFRFT Vest Laddered Buffer ETF | $915.6K | 0.7% | 24,435 |
| QQQInvesco QQQ Trust, Series 1 | $908.6K | 0.7% | 1,228 |
| GOOGLAlphabet Inc | $829.1K | 0.6% | 2,410 |
| GLDMSPDR Gold MiniShares Trust | $805.6K | 0.6% | 9,803 |
| CEGConstellation Energy Corp | $759.5K | 0.6% | 2,990 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $699.3K | 0.5% | 14,991 |
| AVGOBroadcom Inc | $654.6K | 0.5% | 1,864 |
| SPYState Street SPDR S&P 500 ETF Trust | $653.2K | 0.5% | 856 |
| MTUMiShares MSCI USA Momentum Factor ETF | $609.9K | 0.5% | 1,922 |
| FIRST TR EXCHNG TRADED FD VI | $541.9K | 0.4% | 11,089 |
| EXCExelon Corp | $496K | 0.4% | 12,278 |
| MSMorgan Stanley | $492.3K | 0.4% | 2,617 |
| FIRST TR EXCHNG TRADED FD VI | $488.5K | 0.4% | 7,984 |
| FIRST TR EXCHNG TRADED FD VI | $465.1K | 0.4% | 12,724 |
| FIRST TR EXCHNG TRADED FD VI | $456.4K | 0.3% | 8,145 |
| CCitigroup Inc | $444.6K | 0.3% | 3,433 |
| AMZNAmazon.com Inc | $436K | 0.3% | 1,750 |
| FIRST TR EXCHNG TRADED FD VI | $432.8K | 0.3% | 7,544 |
| JOHNSON CONTROLS INTERNATION | $418.9K | 0.3% | 2,818 |
| GSGoldman Sachs Group Inc | $410.8K | 0.3% | 456 |
| RTXRTX Corp | $404.8K | 0.3% | 2,180 |
| FIRST TR EXCHNG TRADED FD VI | $403.3K | 0.3% | 7,458 |
| FIRST TR EXCHNG TRADED FD VI | $400.3K | 0.3% | 7,471 |
| VVisa Inc | $395.1K | 0.3% | 1,100 |
| EXXON MOBIL CORP | $381.7K | 0.3% | 2,346 |
| COPConocoPhillips | $374.5K | 0.3% | 2,993 |
| WMTWalmart Inc | $351.7K | 0.3% | 3,384 |
| MSIMotorola Solutions Inc | $350.5K | 0.3% | 786 |
| FIRST TR EXCHNG TRADED FD VI | $346.1K | 0.3% | 7,232 |
| FIRST TR EXCHNG TRADED FD VI | $324.7K | 0.2% | 7,177 |
| METAMeta Platforms Inc | $306.9K | 0.2% | 423 |
| ARKKARK Innovation ETF | $304.2K | 0.2% | 3,414 |
| FIRST TR EXCHNG TRADED FD VI | $301.1K | 0.2% | 8,782 |
| IWFiShares Russell 1000 Growth ETF | $300.5K | 0.2% | 2,399 |
| IJHiShares Core S&P Mid-Cap ETF | $273K | 0.2% | 3,795 |
| FIRST TR EXCHNG TRADED FD VI | $271.7K | 0.2% | 6,450 |
| SCHVSchwab U.S. Large-Cap Value ETF | $266.6K | 0.2% | 8,004 |
| J P MORGAN EXCHANGE TRADED F | $262.6K | 0.2% | 2,496 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $260.6K | 0.2% | 571 |
| PGProcter & Gamble Co | $259.5K | 0.2% | 1,786 |
| FIRST TR EXCHNG TRADED FD VI | $253.9K | 0.2% | 4,221 |
| FIRST TR EXCHNG TRADED FD VI | $253.7K | 0.2% | 8,955 |
| DISWalt Disney Co | $252.6K | 0.2% | 2,408 |
| FIRST TR EXCHNG TRADED FD VI | $247.2K | 0.2% | 4,039 |
| AEPAmerican Electric Power Company Inc | $245.2K | 0.2% | 2,067 |
| TSLATesla Inc | $244.5K | 0.2% | 689 |
| JPMJPMorgan Chase & Co | $243K | 0.2% | 734 |
| BRK.BBerkshire Hathaway Inc | $237K | 0.2% | 476 |
| MUMicron Technology Inc | $235.4K | 0.2% | 221 |
| USMViShares MSCI USA Min Vol Factor ETF | $229K | 0.2% | 2,350 |
| BDXBecton Dickinson and Co | $225.8K | 0.2% | 1,261 |
| IEFAiShares Core MSCI EAFE ETF | $224.1K | 0.2% | 2,313 |
| VUGVanguard Growth ETF | $220.1K | 0.2% | 2,442 |
| FTECFIDELITY COVINGTON TRUST | $218.1K | 0.2% | 727 |
| MEDTRONIC PLC | $217.6K | 0.2% | 2,522 |
| APDAir Products and Chemicals Inc | $216.8K | 0.2% | 779 |
| FIRST TR EXCHNG TRADED FD VI | $213.2K | 0.2% | 5,777 |
| SPGIS&P Global Inc | $211.2K | 0.2% | 535 |
| AKREAkre Focus ETF | $209.2K | 0.2% | 3,971 |
| ISHARES U S ETF TR | $207K | 0.2% | 4,170 |
| AMTAmerican Tower Corp | $203.4K | 0.2% | 1,242 |
| EOGEOG Resources Inc | $201.1K | 0.2% | 1,460 |
Quarter ending 2026-09-30.
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