Q3 2026 13F · SEC CIK 2053314

Legacy Solutions, LLC

Wealth managerFiled 2026-10-07 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $130.9M
Reported positions: 91
Holdings vs S&P 500, 3 yrs: —
Assets under management: $243.8M

Legacy Solutions, LLC is a wealth manager that reported 91 positions worth $130.9M in its Q3 2026 13F, filed 2026-10-07. Its largest holdings were Spdr Series Trust (SPLG, 15.8%), Spdr Index Shs Fds (SPDW, 7.6%), Ishares Tr (IUSG, 6.8%).

Legacy Solutions, LLC holdings largest 50 of 91 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Solutions, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	15.8%	16.5%	230,851	-0.4%	$20.7M
SPDWSpdr Index Shs Fds	7.6%	8.0%	198,997	+1.0%	$10.0M
IUSGIshares Tr	6.8%	6.8%	45,681	+2.8%	$8.9M
IUSVIshares Tr	6.2%	6.3%	73,844	+3.8%	$8.1M
CGGRCapital Group Growth ETF	6.0%	6.5%	165,161	-3.1%	$7.8M
JIVEJ P Morgan Exchange Traded F	4.7%	—	64,374	—	$6.1M
IVOOVanguard Admiral Fds Inc	3.5%	3.9%	38,126	+3.2%	$4.6M
SPSMSpdr Series Trust	3.1%	3.5%	76,690	+2.6%	$4.1M
SPEMSpdr Index Shs Fds	2.6%	2.7%	66,933	+2.1%	$3.5M
HTRBHartford Fds Exchange Traded	2.5%	2.5%	100,256	+10.9%	$3.2M
FBNDFidelity Merrimack Str Tr	2.1%	2.2%	64,924	+9.0%	$2.8M
SPABSpdr Series Trust	2.1%	2.1%	111,612	+8.7%	$2.7M
MINTPimco Enhanced Short Maturity Active Exc	1.7%	1.7%	22,517	+6.6%	$2.3M
VUSBVanguard Bd Index Fds	1.6%	1.7%	42,279	-0.9%	$2.1M
GSYInvesco Actively Managed Exc	1.6%	1.6%	40,946	+3.2%	$2.0M
VTIVanguard Index Fds	1.3%	1.4%	4,542	-0.7%	$1.7M
FMBFirst Tr Exch Traded Fd III	1.2%	1.3%	33,003	+1.9%	$1.6M
ITOTIshares Tr	1.2%	1.3%	9,467	+0.0%	$1.6M
BSVVanguard Bd Index Fds	1.2%	1.1%	20,079	+11.2%	$1.5M
NVDANvidia Corporation	1.2%	1.2%	6,711	-11.6%	$1.5M
MOATVaneck Morningstar Wide Moat ETF	1.1%	1.2%	13,548	-3.5%	$1.4M
GLDSpdr Gold Tr	1.1%	1.1%	3,729	-0.6%	$1.4M
AAPLApple Inc	1.0%	1.1%	4,118	-15.6%	$1.4M
FSEPFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	20,674	+0.0%	$1.2M
QLTYGmo ETF Trust	0.9%	0.9%	27,444	+0.2%	$1.2M
IVVIshares Tr	0.8%	0.9%	1,432	+0.1%	$1.1M
QQQMInvesco Exch Traded Fd Tr II	0.8%	0.8%	3,261	+0.0%	$993K
MSFTMicrosoft Corp	0.7%	0.6%	1,907	-2.5%	$978K
FAUGFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	16,073	+0.0%	$926K
BUFRFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	24,435	+7.1%	$916K
QQQInvesco Qqq Tr	0.7%	0.7%	1,228	-1.8%	$909K
GOOGLAlphabet Inc	0.6%	0.7%	2,410	+1.4%	$829K
GLDMWorld Gold Tr	0.6%	0.6%	9,803	+0.0%	$806K
CEGConstellation Energy Corp	0.6%	0.6%	2,990	+0.0%	$760K
SHMSpdr Series Trust	0.5%	0.6%	14,991	-2.2%	$699K
AVGOBroadcom Inc	0.5%	0.9%	1,864	-38.1%	$655K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	856	+0.0%	$653K
MTUMIshares Tr	0.5%	0.5%	1,922	+0.0%	$610K
DSEPFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	11,089	+0.0%	$542K
EXCExelon Corp	0.4%	0.5%	12,278	+0.0%	$496K
MSMorgan Stanley	0.4%	0.5%	2,617	-4.6%	$492K
FJUNFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	7,984	+1.8%	$489K
QSPTFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	12,724	+0.0%	$465K
FDECFirst Tr Exchng Traded Fd Vi	0.3%	0.4%	8,145	+0.0%	$456K
CCitigroup Inc	0.3%	0.4%	3,433	-5.3%	$445K
AMZNAmazon Com Inc	0.3%	0.4%	1,750	-11.4%	$436K
FMAYFirst Tr Exchng Traded Fd Vi	0.3%	0.3%	7,544	+0.0%	$433K
JCIJohnson Controls Internation	0.3%	0.4%	2,818	-6.9%	$419K
GSGoldman Sachs Group Inc	0.3%	0.4%	456	-7.9%	$411K
RTXRtx Corporation	0.3%	0.4%	2,180	-5.5%	$405K

What Legacy Solutions, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$130.9M	91
Q2 2026	$123.6M	88
Q1 2026	$107.9M	77
Q4 2025	$113.8M	81
Q3 2025	$111.2M	78
Q2 2025	$104.4M	78
Q1 2025	$90.8M	71
Q4 2024	$91.8M	69

Questions about Legacy Solutions, LLC's portfolio

What stocks does Legacy Solutions, LLC own?

Legacy Solutions, LLC's latest 13F, for Q3 2026 and filed Oct 7, 2026, lists 91 positions worth $130.9M. The largest are Spdr Series Trust (SPLG) at 15.8%, Spdr Index Shs Fds (SPDW) at 7.6%, Ishares Tr (IUSG) at 6.8%, Ishares Tr (IUSV) at 6.2% and Capital Group Growth ETF (CGGR) at 6.0%.

What did Legacy Solutions, LLC buy last quarter?

In Q3 2026, Legacy Solutions, LLC added Vanguard Bd Index Fds (BSV) (+11.2% shares), Hartford Fds Exchange Traded (HTRB) (+10.9% shares) and Fidelity Merrimack Str Tr (FBND) (+9.0% shares), compared with its Q2 2026 filing.

What did Legacy Solutions, LLC sell last quarter?

In Q3 2026, Legacy Solutions, LLC cut from its top 50 Walmart Inc (WMT), Broadcom Inc (AVGO) (-38.1% shares), Apple Inc (AAPL) (-15.6% shares) and Nvidia Corporation (NVDA) (-11.6% shares), compared with its Q2 2026 filing.

When is Legacy Solutions, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Solutions, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Solutions, LLC manage?

Legacy Solutions, LLC reported $243.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $130.9M.