§ 13F · FUND PROFILE
LEGACY SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 78Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 225K | $17M | 15.9% | +1% |
| 2 | SPDW | SPDR INDEX SHS FDS | 195K | $9M | 8.3% | −7% |
| 3 | IUSV | ISHARES TR | 71K | $7M | 6.7% | −6% |
| 4 | IUSG | ISHARES TR | 44K | $7M | 6.4% | −6% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 162K | $7M | 6.0% | +7% |
| 6 | MOAT | VANECK ETF TRUST | 47K | $5M | 4.2% | −19% |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | 37K | $4M | 3.9% | −7% |
| 8 | SPSM | SPDR SERIES TRUST | 75K | $4M | 3.3% | −6% |
| 9 | SPEM | SPDR INDEX SHS FDS | 66K | $3M | 2.9% | −8% |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | 81K | $3M | 2.5% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY SOLUTIONS, LLC is a Other fund managing $111 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed