Legacy Solutions, Llc Portfolio Stock Holdings
Legacy Solutions, Llc disclosed 77 stock positions valued at approximately $107.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 77
- Portfolio Value
- $107.9M
Holdings by Sector
Legacy Solutions, Llc Portfolio Holdings in Q1 2026
76 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 15.95% | 224,839 | +1,191 | +0.53% | $17,209,198 |
| SPDR INDEX SHS FDS | SPDW | Other | 8.27% | 195,441 | -14,322 | -6.83% | $8,921,869 |
| ISHARES TR | IUSV | Other | 6.70% | 70,673 | -4,158 | -5.56% | $7,226,292 |
| ISHARES TR | IUSG | Other | 6.40% | 44,498 | -3,026 | -6.37% | $6,902,123 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 6.05% | 162,397 | +10,230 | +6.72% | $6,526,742 |
| VANECK ETF TRUST | MOAT | Other | 4.21% | 46,956 | -11,166 | -19.21% | $4,540,683 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 3.90% | 36,771 | -2,688 | -6.81% | $4,203,678 |
| SPDR SERIES TRUST | SPSM | Other | 3.34% | 74,559 | -5,012 | -6.30% | $3,602,690 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.87% | 66,030 | -5,764 | -8.03% | $3,097,484 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 2.54% | 81,193 | +5,180 | +6.81% | $2,739,441 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.33% | 55,126 | +3,330 | +6.43% | $2,514,828 |
| SPDR SERIES TRUST | SPAB | Other | 2.26% | 95,021 | +5,212 | +5.80% | $2,434,428 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.00% | 43,295 | +3,470 | +8.71% | $2,155,442 |
| PIMCO ETF TR | MINT | Other | 1.82% | 19,518 | +1,333 | +7.33% | $1,962,884 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.67% | 36,049 | +3,463 | +10.63% | $1,806,801 |
| SPDR GOLD TR | GLD | Other | 1.50% | 3,750 | +22 | +0.59% | $1,613,588 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 1.49% | 31,696 | +2,131 | +7.21% | $1,605,708 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.18% | 16,259 | +1,340 | +8.98% | $1,274,845 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 7,248 | +840 | +13.11% | $1,264,111 |
| APPLE INC | AAPL | Technology | 1.16% | 4,913 | +724 | +17.28% | $1,246,965 |
| FIRST TR EXCHNG TRADED FD VI | FSEP | Other | 1.08% | 23,088 | - | - | $1,162,019 |
| ISHARES TR | ITOT | Other | 0.98% | 7,425 | +1,521 | +25.76% | $1,057,593 |
| BROADCOM INC | AVGO | Technology | 0.87% | 3,018 | -194 | -6.04% | $934,032 |
| WORLD GOLD TR | GLDM | Other | 0.84% | 9,803 | +9,803 | +100.00% | $908,640 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.77% | 2,991 | -12 | -0.40% | $835,237 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 0.77% | 16,073 | - | - | $832,308 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.72% | 3,261 | - | - | $774,879 |
| INVESCO QQQ TR | QQQ | Other | 0.68% | 1,267 | -25 | -1.93% | $731,245 |
| SPDR SERIES TRUST | SHM | Other | 0.67% | 15,054 | +1,137 | +8.17% | $720,041 |
| ISHARES TR | IVV | Other | 0.65% | 1,080 | -100 | -8.47% | $705,338 |
| MICROSOFT CORP | MSFT | Technology | 0.62% | 1,809 | -343 | -15.94% | $669,515 |
| ALPHABET INC | GOOGL | Communication Services | 0.59% | 2,206 | -342 | -13.42% | $634,425 |
| EXELON CORP | EXC | Utilities | 0.56% | 12,274 | -47 | -0.38% | $601,671 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.52% | 856 | +1 | +0.12% | $556,374 |
| FIRST TR EXCHNG TRADED FD VI | FJUN | Other | 0.49% | 9,443 | -290 | -2.98% | $533,558 |
| FIRST TR EXCHNG TRADED FD VI | DSEP | Other | 0.45% | 11,089 | - | - | $487,490 |
| RTX CORPORATION | RTX | Industrials | 0.45% | 2,507 | -135 | -5.11% | $483,557 |
| ISHARES TR | MTUM | Other | 0.43% | 1,922 | - | - | $461,261 |
| WALMART INC | WMT | Consumer Defensive | 0.42% | 3,622 | -25 | -0.69% | $450,143 |
| MORGAN STANLEY | MS | Financial Services | 0.41% | 2,706 | -257 | -8.67% | $445,299 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.41% | 12,993 | +811 | +6.66% | $438,774 |
| CITIGROUP INC | C | Financial Services | 0.39% | 3,673 | -396 | -9.73% | $416,500 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 1,993 | -233 | -10.47% | $415,082 |
| CONOCOPHILLIPS | COP | Energy | 0.38% | 3,127 | -40 | -1.26% | $412,728 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.38% | 486 | -38 | -7.25% | $410,912 |
| FIRST TR EXCHNG TRADED FD VI | FDEC | Other | 0.38% | 8,145 | - | - | $404,969 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 0.37% | 7,544 | - | - | $398,324 |
| EXXON MOBIL CORP | XOM | Energy | 0.37% | 2,334 | +124 | +5.61% | $395,911 |
| JOHNSON CTLS INTL PLC | JCI | Industrials | 0.37% | 3,020 | -4 | -0.13% | $395,469 |
| FIRST TR EXCHNG TRADED FD VI | QSPT | Other | 0.36% | 12,724 | - | - | $389,549 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 0.34% | 7,631 | +508 | +7.13% | $370,027 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.33% | 822 | -86 | -9.47% | $356,934 |
| FIRST TR EXCHNG TRADED FD VI | FOCT | Other | 0.33% | 7,458 | - | - | $355,597 |
| VISA INC | V | Financial Services | 0.31% | 1,123 | -97 | -7.95% | $339,442 |
| FIRST TR EXCHNG TRADED FD VI | GMAR | Other | 0.28% | 7,177 | - | - | $299,209 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.27% | 855 | -56 | -6.15% | $295,219 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.27% | 2,206 | +7 | +0.32% | $289,180 |
| FIRST TR EXCHNG TRADED FD VI | QJUN | Other | 0.25% | 8,782 | - | - | $274,394 |
| ISHARES TR | IWF | Other | 0.25% | 632 | -20 | -3.07% | $269,649 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.25% | 1,857 | -59 | -3.08% | $268,238 |
| TESLA INC | TSLA | Consumer Cyclical | 0.23% | 681 | -5 | -0.73% | $253,162 |
| META PLATFORMS INC | META | Communication Services | 0.23% | 442 | -86 | -16.29% | $252,995 |
| FIRST TR EXCHNG TRADED FD VI | GSEP | Other | 0.23% | 6,450 | - | - | $245,810 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.22% | 7,798 | -155 | -1.95% | $237,848 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 493 | +493 | +100.00% | $236,246 |
| AIR PRODS & CHEMS INC | APD | Basic Materials | 0.22% | 810 | -61 | -7.00% | $235,177 |
| FIRST TR EXCHNG TRADED FD VI | YSEP | Other | 0.22% | 8,955 | - | - | $234,356 |
| FIRST TR EXCHNG TRADED FD VI | FJUL | Other | 0.21% | 4,222 | -141 | -3.23% | $231,028 |
| ARK ETF TR | ARKK | Other | 0.21% | 3,415 | +159 | +4.88% | $230,820 |
| EOG RES INC | EOG | Energy | 0.21% | 1,561 | +1,561 | +100.00% | $225,623 |
| FIRST TR EXCHNG TRADED FD VI | FNOV | Other | 0.21% | 4,221 | -2,138 | -33.62% | $225,383 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.20% | 515 | -5 | -0.96% | $218,857 |
| ISHARES TR | USMV | Other | 0.20% | 2,350 | +1 | +0.04% | $217,905 |
| ISHARES TR | IJH | Other | 0.20% | 3,183 | -692 | -17.86% | $214,944 |
| ISHARES U S ETF TR | MEAR | Other | 0.19% | 4,170 | - | - | $209,918 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.19% | 700 | -127 | -15.36% | $205,879 |