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CIK: 0002053314
Total reported value
$123.6M
$123.6M
71 檔
32.7%
During the Q1 2025 filing period, Legacy Solutions, LLC (CIK: 0002053314) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $123.6M across 71 reported positions.
In Q1 2025, Legacy Solutions, LLC displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.65% | +0.54% | +1.74% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.32% | -0.24% | +2.74% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.32% | -0.36% | +3.23% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.18% | +0.37% | +1.99% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.09% | -3.03% | -4.39% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 5.84% | +0.46% | -0.54% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 4.04% | — | +2.80% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.29% | +0.15% | +3.56% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.02% | -0.12% | +3.20% | |
| 10 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.68% | -0.07% | +5.72% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.45% | -0.14% | +2.83% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.37% | -0.14% | +2.67% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.95% | -0.10% | +4.46% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.68% | -0.06% | +9.72% | |
| 15 | FMB | First Trust Managed Municipa | ETF-Other | 1.43% | -0.14% | -0.40% | |
| 16 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.42% | — | — | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.38% | -0.28% | +3.36% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.04% | +6.06% | |
| 19 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.98% | -0.16% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.85% | -0.02% | +3.20% | |
| 21 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.77% | -0.04% | -1.11% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.03% | -2.02% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.28% | +17.62% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.22% | +0.42% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | -2.37% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 0.70% | -0.17% | -0.19% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | +0.08% | — | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.63% | -0.07% | -1.20% | |
| 29 | EXC | Exelon CORP | Stock-Utilities | 0.63% | -0.10% | -0.50% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.06% | -0.63% | |
| 31 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.60% | -0.11% | -1.37% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.05% | +1.28% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | +8.83% | |
| 34 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.48% | -0.02% | — | |
| 35 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.47% | — | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | +0.71% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.43% | +0.10% | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | — | +1.07% | |
| 39 | MSI | Motorola Solutions Inc | Stock-Tech | 0.42% | -0.05% | -0.68% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | -2.37% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.39% | +0.26% | — | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.37% | +0.05% | +0.24% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.10% | +0.65% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.10% | +0.90% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.02% | +0.11% | |
| 46 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 0.33% | — | — | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.33% | -0.01% | — | |
| 48 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 0.33% | -0.02% | -2.85% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.09% | -0.64% | |
| 50 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.32% | +0.17% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +2.74% | Add |
| 2 | GMAR | Ft Vest US Equity Moderate B | +0.3% | NEW | New buy |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.3% | +3.23% | Add |
| 4 | ABT | Abbott Laboratories | +0.3% | NEW | New buy |
| 5 | AEP | American Electric Power | +0.2% | NEW | New buy |
| 6 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.2% | +5.72% | Add |
| 7 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +3.20% | Add |
| 8 | GSY | Invesco Ultra Short Duration | +0.2% | +9.72% | Add |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +2.67% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.1% | +2.83% | Add |
| 11 | EXC | Exelon CORP | +0.1% | -0.50% | Trim |
| 12 | MINT | Pimco Enhanced Short Maturit | +0.1% | +4.46% | Add |
| 13 | BSV | Vanguard Short-term Bond ETF | +0.1% | +6.06% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +17.62% | Add |
| 15 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +3.36% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +0.65% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | +0.71% | Add |
| 18 | COP | Conocophillips | 0% | +1.39% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.83% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | 0% | +1.07% | Add |
| 21 | FMB | First Trust Managed Municipa | — | -0.40% | Trim |
| 22 | FSEP | Ft Vest U.s. Equity Buffer E | 0% | — | Unchanged |
| 23 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.05% | Add |
| 25 | QJUN | Ft Vest Nasdaq-100 Buffer Et | 0% | — | Unchanged |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +0.42% | Add |
| 27 | MS | Morgan Stanley | 0% | +0.24% | Add |
| 28 | FJUN | Ft Vest US Equity Buff Etf-j | 0% | -1.37% | Trim |
| 29 | FAUG | Ft Vest U.s. Equity Buffer E | 0% | -1.11% | Trim |
| 30 | MSI | Motorola Solutions Inc | 0% | -0.68% | Trim |
| 31 | QSPT | Ft Vest Nasdaq-100 Buffer Et | 0% | — | Unchanged |
| 32 | FMAR | Ft Vest US Equity Buffer ETF | 0% | -2.85% | Trim |
| 33 | FSK | Fs Kkr Capital CORP | 0% | — | Unchanged |
| 34 | DHI | Dr Horton Inc | 0% | -0.22% | Trim |
| 35 | CEG | Constellation Energy | -0.1% | -0.19% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -2.37% | Trim |
| 37 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | — | Unchanged |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -2.37% | Trim |
| 39 | AAPL | Apple Inc | -0.1% | +3.20% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.90% | Add |
| 41 | MSFT | Microsoft CORP | -0.1% | -2.02% | Trim |
| 42 | IVOO | Vanguard S&p Mid-cap 400 ETF | -0.1% | +2.80% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | -0.63% | Trim |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | +3.56% | Add |
| 45 | AVGO | Broadcom Inc | -0.2% | +1.28% | Add |
| 46 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | +1.74% | Add |
| 48 | IUSG | Ishares Core S&p U.s. Growth | -0.5% | +1.99% | Add |
| 49 | CGGR | Cap Group Growth Equity | -0.5% | -0.54% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -0.6% | -4.39% | Trim |
According to official SEC Form 13F filings, Legacy Solutions, LLC reported a total U.S. public equity portfolio value of $123.6M across 71 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, IUSV) accounted for 32.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
GMAR
市值: $267.0K
Top Position Liquidated / Trimmed
TSLA
前期市值: $206.8K
During Q1 2025, Legacy Solutions, LLC's top holdings by market value included SPYM (15.7%)、SPDW (8.3%)、IUSV (7.3%). The largest single position, SPYM, represented 15.7% of total portfolio value.
In Q1 2025, Legacy Solutions, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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