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CIK: 0002053314
Total reported value
$123.6M
$123.6M
81 檔
40.2%
As reported in its official Q4 2025 Form 13F filing, Legacy Solutions, LLC's tracked investment portfolio stood at $123.6M with 81 total positions.
In Q4 2025, Legacy Solutions, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 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 | 15.76% | +0.54% | -1.69% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.18% | -0.24% | -1.23% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.01% | +0.37% | -6.99% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.74% | -0.36% | +1.56% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.95% | +0.46% | -3.26% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.29% | -3.03% | -5.34% | |
| 7 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.88% | — | +2.55% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.28% | +0.15% | +3.83% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.95% | -0.12% | +0.80% | |
| 10 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.28% | -0.07% | +1.74% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.10% | -0.14% | +1.05% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.03% | -0.14% | +2.21% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.74% | -0.28% | +26.18% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.60% | -0.10% | +0.59% | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.44% | -0.06% | +0.01% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.33% | -0.14% | +2.03% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.30% | -0.38% | +0.43% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.06% | +1.55% | |
| 19 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.05% | -0.16% | +11.68% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.03% | -0.04% | +0.65% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.00% | -0.02% | +2.10% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.05% | -1.17% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 0.93% | -0.17% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.03% | -0.14% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | +0.28% | +6.28% | |
| 26 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.75% | -0.04% | -1.44% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | +0.08% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.22% | +0.17% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.10% | +4.26% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | -2.49% | |
| 31 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.64% | — | -22.76% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.59% | -0.07% | +1.86% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | +0.12% | |
| 34 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.49% | -0.11% | — | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 0.47% | -0.10% | — | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.05% | -0.74% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | +3.39% | |
| 38 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.44% | -0.02% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.10% | +1.11% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.42% | +0.10% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.42% | +0.02% | +0.54% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.02% | -3.14% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | +3.65% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.37% | +0.26% | — | |
| 45 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.37% | -0.02% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | -1.83% | |
| 47 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.35% | -0.03% | -5.52% | |
| 48 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.35% | — | -18.66% | |
| 49 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.32% | -0.01% | +42.22% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.01% | -1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +26.18% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.26% | Add |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +1.56% | Add |
| 4 | GLD | Spdr Gold Shares | +0.1% | +0.43% | Add |
| 5 | FSEP | Ft Vest U.s. Equity Buffer E | +0.1% | +11.68% | Add |
| 6 | FOCT | Ft Vest U.s. Equity Buffer E | +0.1% | +42.22% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +3.83% | Add |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.1% | +2.55% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +2.10% | Add |
| 10 | C | Citigroup Inc | +0.1% | +0.54% | Add |
| 11 | CEG | Constellation Energy | 0% | — | Unchanged |
| 12 | ITOT | Ishares Core S&p Total U.s. | 0% | +6.28% | Add |
| 13 | ARKK | Ark Innovation ETF | 0% | +40.34% | Add |
| 14 | RTX | Rtx CORP | 0% | +1.11% | Add |
| 15 | MS | Morgan Stanley | 0% | -0.74% | Trim |
| 16 | AMZN | Amazon.com Inc | 0% | +3.39% | Add |
| 17 | AVGO | Broadcom Inc | 0% | -1.17% | Trim |
| 18 | V | Visa Inc-class A Shares | 0% | +3.65% | Add |
| 19 | SPGI | S&p Global Inc | 0% | +2.56% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | -1.56% | Trim |
| 21 | WMT | Walmart Inc | 0% | -1.83% | Trim |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -1.23% | Trim |
| 23 | FMB | First Trust Managed Municipa | 0% | +2.03% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | -3.14% | Trim |
| 25 | FNOV | Ft Vest US Equity Buffer ETF | 0% | +2.51% | Add |
| 26 | BDX | Becton Dickinson And Co | 0% | +5.30% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | — | +0.17% | Add |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +2.21% | Add |
| 29 | HTRB | Hartford Ttl Rtrn Bnd ETF | 0% | +1.74% | Add |
| 30 | GSEP | Ft Vest US Equity Moderate B | 0% | -13.07% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | +2.33% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | -1.79% | Trim |
| 33 | SPEM | State Street Sp Ptf Em ETF | -0.1% | +0.80% | Add |
| 34 | DHI | Dr Horton Inc | -0.1% | -0.45% | Trim |
| 35 | MSI | Motorola Solutions Inc | -0.1% | -1.52% | Trim |
| 36 | QSPT | Ft Vest Nasdaq-100 Buffer Et | -0.1% | -18.66% | Trim |
| 37 | MSFT | Microsoft CORP | -0.1% | -0.14% | Trim |
| 38 | MEAR | Ishrs Short Mat Muni Act ETF | -0.1% | -33.55% | Trim |
| 39 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -5.34% | Trim |
| 40 | FSK | Fs Kkr Capital CORP | -0.2% | -22.76% | Trim |
| 41 | CGGR | Cap Group Growth Equity | -0.3% | -3.26% | Trim |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -1.69% | Trim |
| 43 | IUSG | Ishares Core S&p U.s. Growth | -0.6% | -6.99% | Trim |
| 44 | FDEC | Ft Vest U.s. Equity Buffer E | — | NEW | New buy |
| 45 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 46 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | — | NEW | New buy |
| 47 | MDT | Medtronic plc | — | NEW | New buy |
| 48 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 49 | QDEC | Ft Vest Nasdaq-100 Buffer Et | — | NEW | New buy |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
According to official SEC Form 13F filings, Legacy Solutions, LLC reported a total U.S. public equity portfolio value of $123.6M across 81 disclosed positions in Q4 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, IUSG) accounted for 40.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
FDEC
市值: $416.9K
Top Position Liquidated / Trimmed
ZTS
前期市值: $203.5K
During Q4 2025, Legacy Solutions, LLC's top holdings by market value included SPYM (15.8%)、SPDW (8.2%)、IUSG (7.0%). The largest single position, SPYM, represented 15.8% of total portfolio value.
In Q4 2025, Legacy Solutions, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 2 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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