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LEGACY SOLUTIONS, LLC — 13F Holdings & Portfolio

CIK 2053314 · latest 13F-HR filed 2026-07-06

Backtest portfolio

LEGACY SOLUTIONS, LLC manages $123.6M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (16.49%), SPDW (8.03%), IUSG (6.77%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 0, added to 52, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
206 N UNION ST
KENNETT SQUARE, PA 19348
Phone
(610) 444-9920
Filing Manager
LEGACY SOLUTIONS, LLC
KENNETT SQUARE, PA
Signatory
Angela Maria Stewart
Chief Compliance Officer
Loading holdings…
AUM

$123.6M

Long-equity book

Holdings

88

Distinct positions

Period

2026-06-30

Filed 2026-07-06

Q/Q Activity

+11 / −0 / ↑52 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$3.2M +18.4%
  • CAPITAL GROUP GROWTH ETF$1.5M +23.3%
  • ISHARES TR$1.5M +21.1%
  • SPDR INDEX SHS FDS$1.0M +11.3%
  • SPDR SERIES TRUST$707.3K +19.6%
Show all 52 →

Top Trims

  • VANECK ETF TRUST-$3.1M -67.9%
  • SPDR GOLD TR-$232.2K -14.4%
  • WORLD GOLD TR-$130.1K -14.3%
  • CONSTELLATION ENERGY CORP-$92.6K -11.1%
  • CONOCOPHILLIPS-$89.2K -21.6%
Show all 11 →

New Positions

  • VANGUARD INDEX FDS$1.7M
  • GMO ETF TRUST$1.1M
  • FIRST TR EXCHNG TRADED FD VI$338.0K
  • TAIWAN SEMICONDUCTOR MANUFAC$270.3K
  • J P MORGAN EXCHANGE TRADED F$255.7K
Show all 11 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $20.4M 16.49% 231,860 SH
2 SPDR INDEX SHS FDS SPDW 78463X889 $9.9M 8.03% 197,021 SH
3 ISHARES TR IUSG 464287671 $8.4M 6.77% 44,454 SH
4 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $8.0M 6.51% 170,451 SH
5 ISHARES TR IUSV 464287663 $7.8M 6.34% 71,120 SH
6 VANGUARD ADMIRAL FDS INC IVOO 921932885 $4.8M 3.90% 36,939 SH
7 SPDR SERIES TRUST SPSM 78468R853 $4.3M 3.49% 74,735 SH
8 SPDR INDEX SHS FDS SPEM 78463X509 $3.4M 2.75% 65,582 SH
9 HARTFORD FDS EXCHANGE TRADED HTRB 41653L305 $3.0M 2.47% 90,400 SH
10 FIDELITY MERRIMACK STR TR FBND 316188309 $2.7M 2.19% 59,565 SH
11 SPDR SERIES TRUST SPAB 78464A649 $2.6M 2.12% 102,646 SH
12 PIMCO ETF TR MINT 72201R833 $2.1M 1.72% 21,126 SH
13 VANGUARD BD INDEX FDS VUSB 92203C303 $2.1M 1.72% 42,661 SH
14 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $2.0M 1.61% 39,661 SH
15 VANGUARD INDEX FDS VTI 922908769 $1.7M 1.37% 4,572 SH
16 FIRST TR EXCH TRADED FD III FMB 33739N108 $1.7M 1.35% 32,379 SH
17 ISHARES TR ITOT 464287150 $1.6M 1.26% 9,463 SH
18 NVIDIA CORPORATION NVDA 67066G104 $1.5M 1.23% 7,593 SH
19 VANECK ETF TRUST MOAT 92189F643 $1.5M 1.18% 14,040 SH
20 APPLE INC AAPL 037833100 $1.4M 1.14% 4,880 SH
21 VANGUARD BD INDEX FDS BSV 921937827 $1.4M 1.14% 18,053 SH
22 SPDR GOLD TR GLD 78463V107 $1.4M 1.12% 3,750 SH
23 GMO ETF TRUST QLTY 90139K100 $1.1M 0.92% 27,394 SH
24 FIRST TR EXCHNG TRADED FD VI FSEP 33740U307 $1.1M 0.92% 20,674 SH
25 BROADCOM INC AVGO 11135F101 $1.1M 0.92% 3,012 SH
26 ISHARES TR IVV 464287200 $1.1M 0.87% 1,431 SH
27 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $988.0K 0.80% 3,261 SH
28 INVESCO QQQ TR QQQ 46090E103 $921.2K 0.75% 1,251 SH
29 FIRST TR EXCHNG TRADED FD VI FAUG 33740F862 $908.2K 0.73% 16,073 SH
30 ALPHABET INC GOOGL 02079K305 $848.9K 0.69% 2,376 SH
31 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $833.1K 0.67% 22,807 SH
32 WORLD GOLD TR GLDM 98149E303 $778.6K 0.63% 9,803 SH
33 CONSTELLATION ENERGY CORP CEG 21037T109 $742.6K 0.60% 2,990 SH
34 SPDR SERIES TRUST SHM 78468R739 $735.5K 0.60% 15,334 SH
35 MICROSOFT CORP MSFT 594918104 $729.6K 0.59% 1,956 SH
36 ISHARES TR MTUM 46432F396 $658.9K 0.53% 1,922 SH
37 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $639.2K 0.52% 856 SH
38 MORGAN STANLEY MS 617446448 $573.5K 0.46% 2,743 SH
39 EXELON CORP EXC 30161N101 $572.4K 0.46% 12,278 SH
40 FIRST TR EXCHNG TRADED FD VI DSEP 33740F680 $526.1K 0.43% 11,089 SH
41 CITIGROUP INC C 172967424 $507.4K 0.41% 3,625 SH
42 GOLDMAN SACHS GROUP INC GS 38141G104 $500.3K 0.40% 495 SH
43 AMAZON COM INC AMZN 023135106 $471.0K 0.38% 1,976 SH
44 FIRST TR EXCHNG TRADED FD VI FJUN 33740F722 $470.3K 0.38% 7,845 SH
45 FIRST TR EXCHNG TRADED FD VI FDEC 33740U505 $443.6K 0.36% 8,145 SH
46 FIRST TR EXCHNG TRADED FD VI QSPT 33740U836 $443.3K 0.36% 12,724 SH
47 JOHNSON CONTROLS INTERNATION JCI G51502105 $442.3K 0.36% 3,027 SH
48 RTX CORPORATION RTX 75513E101 $438.0K 0.35% 2,308 SH
49 FIRST TR EXCHNG TRADED FD VI FMAY 33740F748 $424.0K 0.34% 7,544 SH
50 WALMART INC WMT 931142103 $406.4K 0.33% 3,589 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-06 $123.6M 88 0002053314-26-000003
2026-03-31 2026-04-07 $107.9M 77 0002053314-26-000002
2025-12-31 2026-01-14 $113.8M 81 0002053314-26-000001