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 $107.9M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($17.2M, 15.95%), SPDW ($8.9M, 8.27%), IUSV ($7.2M, 6.70%), IUSG ($6.9M, 6.40%), CGGR ($6.5M, 6.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $17.2M | 15.95% | 224,839 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $8.9M | 8.27% | 195,441 | Trimmed |
| 3 | IUSV | ISHARES TR | $7.2M | 6.70% | 70,673 | Trimmed |
| 4 | IUSG | ISHARES TR | $6.9M | 6.40% | 44,498 | Trimmed |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $6.5M | 6.05% | 162,397 | Added |
| 6 | MOAT | VANECK ETF TRUST | $4.5M | 4.21% | 46,956 | Trimmed |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | $4.2M | 3.90% | 36,771 | Trimmed |
| 8 | SPSM | SPDR SERIES TRUST | $3.6M | 3.34% | 74,559 | Trimmed |
| 9 | SPEM | SPDR INDEX SHS FDS | $3.1M | 2.87% | 66,030 | Trimmed |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | $2.7M | 2.54% | 81,193 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $2.5M | 2.33% | 55,126 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $2.4M | 2.26% | 95,021 | Added |
| 13 | VUSB | VANGUARD BD INDEX FDS | $2.2M | 2.00% | 43,295 | Added |
| 14 | MINT | PIMCO ETF TR | $2.0M | 1.82% | 19,518 | Added |
| 15 | GSY | INVESCO ACTIVELY MANAGED EXC | $1.8M | 1.67% | 36,049 | Added |
| 16 | GLD | SPDR GOLD TR | $1.6M | 1.50% | 3,750 | Added |
| 17 | FMB | FIRST TR EXCH TRADED FD III | $1.6M | 1.49% | 31,696 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $1.3M | 1.18% | 16,259 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $1.3M | 1.17% | 7,248 | Added |
| 20 | AAPL | APPLE INC | $1.2M | 1.16% | 4,913 | Added |
| 21 | FSEP | FIRST TR EXCHNG TRADED FD VI | $1.2M | 1.08% | 23,088 | Hold |
| 22 | ITOT | ISHARES TR | $1.1M | 0.98% | 7,425 | Added |
| 23 | AVGO | BROADCOM INC | $934,032 | 0.87% | 3,018 | Trimmed |
| 24 | GLDM | WORLD GOLD TR | $908,640 | 0.84% | 9,803 | New |
| 25 | CEG | CONSTELLATION ENERGY CORP | $835,237 | 0.77% | 2,991 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31