§ 13F · FUND PROFILE
LEGACY SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $104.4T (13F)Positions · 78Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 224K | $17.9T | 15.8% | −2% |
| 2 | SPDW | SPDR INDEX SHS FDS | 210K | $9.3T | 8.2% | −1% |
| 3 | IUSG | ISHARES TR | 48K | $8.0T | 7.0% | −7% |
| 4 | IUSV | ISHARES TR | 75K | $7.7T | 6.7% | +2% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 152K | $6.8T | 5.9% | −3% |
| 6 | MOAT | VANECK ETF TRUST | 58K | $6.0T | 5.3% | −5% |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | 39K | $4.4T | 3.9% | +3% |
| 8 | SPSM | SPDR SERIES TRUST | 80K | $3.7T | 3.3% | +4% |
| 9 | SPEM | SPDR INDEX SHS FDS | 72K | $3.4T | 3.0% | +1% |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | 76K | $2.6T | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY SOLUTIONS, LLC is a Other fund managing $104379.8 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed