LEGACY SOLUTIONS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, LEGACY SOLUTIONS, LLC held in its portfolio 67 assets valued at $113,820,437 (i.e. $113.82M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($24.65M), SPDR INDEX SHS FDS ($9.32M), and ISHARES TR ($7.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LEGACY SOLUTIONS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 406945 | 24650246 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 209763 | 9315575 | PORTFOLIO DEVLPD |
| ISHARES TR | 47524 | 7981113 | CORE S&P US GWT |
| ISHARES TR | 74831 | 7673156 | CORE S&P US VLU |
| CAPITAL GROUP GROWTH ETF | 152167 | 6766861 | SHS CREATION UNI |
| VANECK ETF TRUST | 58122 | 6019132 | MRNGSTR WDE MOAT |
| FIRST TR EXCHNG TRADED FD VI | 92830 | 4794123 | FT VEST US EQT |
| VANGUARD ADMIRAL FDS INC | 39459 | 4411558 | MIDCP 400 IDX |
| SPDR INDEX SHS FDS | 71794 | 3360673 | PORTFOLIO EMG MK |
| HARTFORD FDS EXCHANGE TRADED | 76013 | 2595828 | TOTAL RTRN ETF |
| FIDELITY MERRIMACK STR TR | 51796 | 2384675 | TOTAL BD ETF |
| VANGUARD BD INDEX FDS | 39825 | 1984893 | VANGUARD ULTRA |
| PIMCO ETF TR | 18185 | 1824709 | ENHAN SHRT MA AC |
| INVESCO ACTIVELY MANAGED EXC | 32586 | 1637445 | ULTRA SHRT DUR |
| FIRST TR EXCH TRADED FD III | 29565 | 1511796 | MANAGD MUN ETF |
| SPDR GOLD TR | 3728 | 1477444 | GOLD SHS |
| NVIDIA CORPORATION | 6408 | 1195164 | COM |
| VANGUARD BD INDEX FDS | 14919 | 1175742 | SHORT TRM BOND |
| APPLE INC | 4189 | 1138808 | COM |
| BROADCOM INC | 3212 | 1111707 | COM |
| CONSTELLATION ENERGY CORP | 3003 | 1060870 | COM |
| MICROSOFT CORP | 2152 | 1040629 | COM |
| FIRST TR EXCHNG TRADED FD VI | 27743 | 885591 | FT VEST NAS |
| ISHARES TR | 5904 | 877867 | CORE S&P TTL STK |
| INVESCO EXCH TRADED FD TR II | 3261 | 824772 | NASDAQ 100 ETF |
| ISHARES TR | 1180 | 807922 | CORE S&P500 ETF |
| ALPHABET INC | 2548 | 797592 | CAP STK CL A |
| INVESCO QQQ TR | 1292 | 793693 | UNIT SER 1 |
| FS KKR CAP CORP | 49056 | 726526 | COM |
| SPDR S&P 500 ETF TR | 855 | 583025 | TR UNIT |
| FIRST TR EXCHNG TRADED FD VI | 13627 | 543699 | FT VEST U.S EQT |
| EXELON CORP | 12321 | 537072 | COM |
| MORGAN STANLEY | 2963 | 526099 | COM NEW |
| AMAZON COM INC | 2226 | 513805 | COM |
| RTX CORPORATION | 2642 | 484540 | COM |
| ISHARES TR | 1922 | 481096 | MSCI USA MMENTM |
| CITIGROUP INC | 4069 | 474849 | COM NEW |
| GOLDMAN SACHS GROUP INC | 524 | 460203 | COM |
| VISA INC | 1220 | 427914 | COM CL A |
| FIRST TR EXCHNG TRADED FD VI | 12182 | 417355 | FT VEST LADDERED |
| FIRST TR EXCHNG TRADED FD VI | 8145 | 416884 | FT VEST UQ EQT |
| WALMART INC | 3647 | 406304 | COM |
| JOHNSON CTLS INTL PLC | 3024 | 362124 | SHS |
| D R HORTON INC | 2444 | 351953 | COM |
| META PLATFORMS INC | 528 | 348638 | CL A |
| MOTOROLA SOLUTIONS INC | 908 | 348242 | COM NEW |
| ISHARES TR | 652 | 308748 | RUS 1000 GRW ETF |
| TESLA INC | 686 | 308508 | COM |
| CONOCOPHILLIPS | 3167 | 296448 | COM |
| PROCTER AND GAMBLE CO | 1916 | 274545 | COM |
| S&P GLOBAL INC | 520 | 271836 | COM |
| L3HARRIS TECHNOLOGIES INC | 911 | 267403 | COM |
| JPMORGAN CHASE & CO. | 827 | 266553 | COM |
| EXXON MOBIL CORP | 2210 | 265898 | COM |
| PROFESIONALLY MANAGED PORTFO | 3971 | 260140 | AKRE FOCUS ETF |
| ISHARES TR | 3875 | 255758 | CORE S&P MCP ETF |
| AMERICAN ELEC PWR CO INC | 2199 | 253522 | COM |
| ARK ETF TR | 3256 | 250452 | INNOVATION ETF |
| INTERNATIONAL BUSINESS MACHS | 827 | 245028 | COM |
| ABBOTT LABS | 1895 | 237405 | COM |
| SCHWAB STRATEGIC TR | 7953 | 235490 | US LCAP VA ETF |
| FIRST TR EXCHNG TRADED FD VI | 8955 | 232963 | FT VEST INT EQ M |
| BECTON DICKINSON & CO | 1172 | 227372 | COM |
| ISHARES TR | 2349 | 221203 | MSCI USA MIN VOL |
| AIR PRODS & CHEMS INC | 871 | 215178 | COM |
| ISHARES U S ETF TR | 4170 | 209834 | SHORT MATURITY M |
| MEDTRONIC PLC | 2147 | 206241 | SHS |
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