§ 13F · FUND PROFILE
LEGACY SOLUTIONS, LLC.
AUM · $124M (13F)Positions · 88Turnover · n/a · Q2Filed · Jul 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 232K | $20M | 16.5% | +3% |
| 2 | SPDW | SPDR INDEX SHS FDS | 197K | $10M | 8.0% | +1% |
| 3 | IUSG | ISHARES TR | 44K | $8M | 6.8% | ±0% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 170K | $8M | 6.5% | +5% |
| 5 | IUSV | ISHARES TR | 71K | $8M | 6.3% | +1% |
| 6 | IVOO | VANGUARD ADMIRAL FDS INC | 37K | $5M | 3.9% | ±0% |
| 7 | SPSM | SPDR SERIES TRUST | 75K | $4M | 3.5% | ±0% |
| 8 | SPEM | SPDR INDEX SHS FDS | 66K | $3M | 2.7% | −1% |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | 90K | $3M | 2.5% | +11% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 60K | $3M | 2.2% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY SOLUTIONS, LLC is a Other fund managing $124 million in assets. The fund runs a portfolio of 88 positions.
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