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CIK: 0002053314
Total reported value
$130.9M
$130.9M
88 檔
41.7%
At the close of Q2 2026, Legacy Solutions, LLC disclosed equity holdings valued at approximately $130.9M, spread across 88 reported holdings.
In Q2 2026, Legacy Solutions, LLC displayed an active expansion posture, initiating 11 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, IUSG) accounted for 41.7% of total reported equity market value during Q2 2026.
| # | 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 | 16.49% | -0.66% | +3.12% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.03% | -0.40% | +0.81% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.77% | -0.01% | -0.10% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 6.51% | -0.53% | +4.96% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.34% | -0.12% | +0.63% | |
| 6 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 3.90% | -0.35% | +0.46% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.49% | -0.39% | +0.24% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.75% | -0.10% | -0.68% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.47% | -0.02% | +11.34% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.19% | -0.04% | +8.05% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.12% | -0.04% | +8.02% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.72% | +0.01% | +8.24% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.72% | -0.12% | -1.46% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.61% | -0.05% | +10.02% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | -0.07% | — | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.35% | -0.14% | +2.15% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.26% | -0.06% | +27.45% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.06% | +4.76% | |
| 19 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.18% | -0.09% | -70.10% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.09% | -0.67% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.14% | +0.03% | +11.03% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.04% | — | |
| 23 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.92% | -0.02% | — | |
| 24 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.92% | -0.02% | -10.46% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.42% | -0.20% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.03% | +32.50% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.80% | -0.04% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.06% | -1.26% | |
| 29 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.73% | -0.02% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -0.06% | +7.71% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | +0.03% | +75.53% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.63% | -0.01% | — | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.60% | -0.02% | -0.03% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.60% | -0.07% | +1.86% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.16% | +8.13% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.53% | -0.06% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.02% | — | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.46% | -0.08% | +1.37% | |
| 39 | EXC | Exelon CORP | Stock-Utilities | 0.46% | -0.08% | +0.03% | |
| 40 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.43% | -0.02% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.41% | -0.07% | -1.31% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.09% | +1.85% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.05% | -0.85% | |
| 44 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.38% | -0.01% | -16.92% | |
| 45 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.36% | -0.01% | — | |
| 46 | QSPT | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 0.36% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.04% | +0.23% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.04% | -7.94% | |
| 49 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.34% | -0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.06% | -0.91% |
According to official SEC Form 13F filings, Legacy Solutions, LLC reported a total U.S. public equity portfolio value of $130.9M across 88 disclosed positions in Q2 2026.
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Top New Position Initiated
VTI
市值: $1.7M
Top Position Liquidated / Trimmed
IUSG
前期市值: $6.9M
During Q2 2026, Legacy Solutions, LLC's top holdings by market value included SPYM (16.5%)、SPDW (8.0%)、IUSG (6.8%). The largest single position, SPYM, represented 16.5% of total portfolio value.
In Q2 2026, Legacy Solutions, LLC made 67 total portfolio adjustments, initiating 11 new buys, adding to 39 positions, trimming 17 holdings, and fully liquidating 0 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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