LEGACY SOLUTIONS, LLC
CIK: 2053314SEC EDGAR →
Portfolio Value
$75.0B
Holdings
88
As of
Q2 2026
New Positions
88
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 231,860 | $20.4B | 27.18% |
| 2 | SPDR INDEX SHS FDS | 197,021 | $9.9B | 13.24% |
| 3 | CAPITAL GROUP GROWTH ETF | 170,451 | $8.0B | 10.73% |
| 4 | SPDR SERIES TRUST | 74,735 | $4.3B | 5.75% |
| 5 | SPDR INDEX SHS FDS | 65,582 | $3.4B | 4.53% |
| 6 | HARTFORD FDS EXCHANGE TRADED | 90,400 | $3.0B | 4.07% |
| 7 | FIDELITY MERRIMACK STR TR | 59,565 | $2.7B | 3.61% |
| 8 | SPDR SERIES TRUST | 102,646 | $2.6B | 3.49% |
| 9 | VANGUARD BD INDEX FDS | 42,661 | $2.1B | 2.83% |
| 10 | INVESCO ACTIVELY MANAGED EXC | 39,661 | $2.0B | 2.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $73.4B | 97.9% |
| Technology | 10 | $1.4B | 1.8% |
| Unknown | 7 | $227.3M | 0.3% |
| Industrials | 3 | $1.1M | 0.0% |
| Communication Services | 2 | $1.1M | 0.0% |
| Utilities | 2 | $1.0M | 0.0% |
| Consumer Cyclical | 3 | $972K | 0.0% |
| Energy | 3 | $848K | 0.0% |
| Consumer Defensive | 2 | $689K | 0.0% |
| Basic Materials | 1 | $245K | 0.0% |