Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEGACY SOLUTIONS, LLC (CIK 2053314) reported $123.6M across 88 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($20.4M, 16.49%), SPDW ($9.9M, 8.03%), IUSG ($8.4M, 6.77%), CGGR ($8.0M, 6.51%), IUSV ($7.8M, 6.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $20.4M | 16.49% | 231,860 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $9.9M | 8.03% | 197,021 | Added |
| 3 | IUSG | ISHARES TR | $8.4M | 6.77% | 44,454 | Trimmed |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $8.0M | 6.51% | 170,451 | Added |
| 5 | IUSV | ISHARES TR | $7.8M | 6.34% | 71,120 | Added |
| 6 | IVOO | VANGUARD ADMIRAL FDS INC | $4.8M | 3.90% | 36,939 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $4.3M | 3.49% | 74,735 | Added |
| 8 | SPEM | SPDR INDEX SHS FDS | $3.4M | 2.75% | 65,582 | Trimmed |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | $3.0M | 2.47% | 90,400 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $2.7M | 2.19% | 59,565 | Added |
| 11 | SPAB | SPDR SERIES TRUST | $2.6M | 2.12% | 102,646 | Added |
| 12 | VUSB | VANGUARD BD INDEX FDS | $2.1M | 1.72% | 42,661 | Trimmed |
| 13 | MINT | PIMCO ETF TR | $2.1M | 1.72% | 21,126 | Added |
| 14 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.0M | 1.61% | 39,661 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $1.7M | 1.37% | 4,572 | New |
| 16 | FMB | FIRST TR EXCH TRADED FD III | $1.7M | 1.35% | 32,379 | Added |
| 17 | ITOT | ISHARES TR | $1.6M | 1.26% | 9,463 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $1.5M | 1.23% | 7,593 | Added |
| 19 | MOAT | VANECK ETF TRUST | $1.5M | 1.18% | 14,040 | Trimmed |
| 20 | BSV | VANGUARD BD INDEX FDS | $1.4M | 1.14% | 18,053 | Added |
| 21 | AAPL | APPLE INC | $1.4M | 1.14% | 4,880 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $1.4M | 1.12% | 3,750 | Hold |
| 23 | QLTY | GMO ETF TRUST | $1.1M | 0.92% | 27,394 | New |
| 24 | AVGO | BROADCOM INC | $1.1M | 0.92% | 3,012 | Trimmed |
| 25 | FSEP | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.92% | 20,674 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30