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CIK: 0002053314
Total reported value
$123.6M
$123.6M
78 檔
40.1%
The Q3 2025 SEC filing reveals that Legacy Solutions, LLC held a total portfolio value of $123.6M, covering 78 public equity positions.
In Q3 2025, Legacy Solutions, LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, IUSG) accounted for 40.1% of total reported equity market value during Q3 2025.
| # | 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 | 16.03% | +0.54% | +0.32% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.17% | -0.24% | -0.96% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.56% | +0.37% | -2.21% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.62% | -0.36% | +0.37% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 6.21% | +0.46% | -0.46% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.47% | -3.03% | -1.15% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.82% | — | +0.40% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.19% | +0.15% | +0.65% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.00% | -0.12% | -1.90% | |
| 10 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.30% | -0.07% | +2.20% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.13% | -0.14% | +4.35% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.04% | -0.14% | +4.47% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.64% | -0.10% | +5.25% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.47% | -0.06% | +8.12% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.42% | -0.28% | +4.94% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.32% | -0.14% | +14.09% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.19% | -0.38% | +4.12% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.06% | +2.40% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.05% | -0.04% | +1.97% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.03% | +0.42% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.05% | -4.02% | |
| 22 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.94% | -0.16% | +3.67% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.94% | -0.02% | +5.15% | |
| 24 | CEG | Constellation Energy | Stock-Utilities | 0.89% | -0.17% | -5.15% | |
| 25 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.85% | — | +1.76% | |
| 26 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.76% | -0.04% | +7.18% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.73% | +0.28% | +2.97% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | +0.08% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.07% | -2.43% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.22% | +0.09% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.59% | -0.07% | +16.65% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.10% | +4.98% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | — | |
| 34 | EXC | Exelon CORP | Stock-Utilities | 0.50% | -0.10% | +0.17% | |
| 35 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.49% | -0.11% | -9.02% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.44% | +0.10% | — | |
| 37 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.44% | -0.02% | — | |
| 38 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.44% | — | — | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.43% | +0.05% | -2.93% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +2.43% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.10% | -2.50% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.39% | +0.02% | -4.08% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.38% | -0.05% | -0.43% | |
| 44 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.38% | -0.03% | — | |
| 45 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.37% | +0.17% | NEW | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.37% | +0.02% | -2.67% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.37% | +0.26% | +2.82% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | -2.32% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.09% | -1.56% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.03% | +0.98% |
According to official SEC Form 13F filings, Legacy Solutions, LLC reported a total U.S. public equity portfolio value of $123.6M across 78 disclosed positions in Q3 2025.
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Top New Position Initiated
GLD
市值: $1.3M
Top Position Liquidated / Trimmed
SCHD
前期市值: $387.1K
During Q3 2025, Legacy Solutions, LLC's top holdings by market value included SPYM (16.0%)、SPDW (8.2%)、IUSG (7.6%). The largest single position, SPYM, represented 16.0% of total portfolio value.
In Q3 2025, Legacy Solutions, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 6 holdings, and fully liquidating 3 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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