Institutions / Legacy Solutions, LLC
Legacy Solutions, LLC
CIK 2053314 · Institution · as of Dec 31, 2025
Portfolio value
$113.82M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $17.94M | 15.8% |
| SPDR Index Shs Fds | $9.32M | 8.2% |
| iShares Tr | $7.98M | 7.0% |
| iShares Tr | $7.67M | 6.7% |
| Capital Group Growth ETF | $6.77M | 5.9% |
| VanEck ETF Trust | $6.02M | 5.3% |
| Vanguard Admiral Fds Inc | $4.41M | 3.9% |
| SPDR Series Trust | $3.73M | 3.3% |
| SPDR Index Shs Fds | $3.36M | 3.0% |
| Hartford Fds Exchange Traded | $2.60M | 2.3% |
| Fidelity Merrimack Str Tr | $2.38M | 2.1% |
| SPDR Series Trust | $2.31M | 2.0% |
| Vanguard Bd Index Fds | $1.98M | 1.7% |
| PIMCO ETF Tr | $1.82M | 1.6% |
| Invesco Actively Managed Exc | $1.64M | 1.4% |
| First Tr Exch Traded Fd III | $1.51M | 1.3% |
| SPDR Gold Tr | $1.48M | 1.3% |
| NVIDIA Corp | $1.20M | 1.1% |
| First Tr Exchng Traded Fd VI | $1.19M | 1.0% |
| Vanguard Bd Index Fds | $1.18M | 1.0% |
| Apple Inc. | $1.14M | 1.0% |
| Broadcom Inc. | $1.11M | 1.0% |
| Constellation Energy Corp | $1.06M | 0.9% |
| Microsoft Corp | $1.04M | 0.9% |
| iShares MSCI UAE ETF | $877.9K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.