LEGACY SOLUTIONS, LLC
CIK: 0002053314SEC EDGAR →
Portfolio Value
$113.8M
Holdings
81
As of
Q4 2025
New Positions
4
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 223,648 | $17.9M | 15.76% |
| 2 | SPDR INDEX SHS FDS | 209,763 | $9.3M | 8.18% |
| 3 | ISHARES TR | 47,524 | $8.0M | 7.01% |
| 4 | ISHARES TR | 74,831 | $7.7M | 6.74% |
| 5 | CAPITAL GROUP GROWTH ETF | 152,167 | $6.8M | 5.94% |
| 6 | VANECK ETF TRUST | 58,122 | $6.0M | 5.29% |
| 7 | VANGUARD ADMIRAL FDS INC | 39,459 | $4.4M | 3.88% |
| 8 | SPDR SERIES TRUST | 79,571 | $3.7M | 3.28% |
| 9 | SPDR INDEX SHS FDS | 71,794 | $3.4M | 2.95% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 76,013 | $2.6M | 2.28% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $98.0M | 86.2% |
| Technology | 7 | $5.6M | 4.9% |
| Unknown | 4 | $3.3M | 2.9% |
| Utilities | 2 | $1.3M | 1.2% |
| Consumer Cyclical | 3 | $1.2M | 1.0% |
| Communication Services | 2 | $1.1M | 1.0% |
| Industrials | 3 | $1.1M | 1.0% |
| Consumer Defensive | 2 | $680K | 0.6% |
| Healthcare | 3 | $670K | 0.6% |
| Energy | 2 | $561K | 0.5% |
| Basic Materials | 1 | $215K | 0.2% |