Legacy Solutions, LLC 13F Holdings · Q3 2026
Legacy Solutions, LLC reported 91 securities worth $130.94M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPYM (15.83%), SPDW (7.63%), IUSG (6.76%). Among its top 25 positions this quarter: 1 new, 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $20.7M | 15.83% | 230,851 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $10.0M | 7.63% | 198,997 | Added |
| 3 | IUSG | ISHARES TR | $8.9M | 6.76% | 45,681 | Added |
| 4 | IUSV | ISHARES TR | $8.1M | 6.22% | 73,844 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $7.8M | 5.98% | 165,161 | Trimmed |
| 6 | JIVE | J P MORGAN EXCHANGE TRADED F | $6.1M | 4.68% | 64,374 | New |
| 7 | IVOO | VANGUARD ADMIRAL FDS INC | $4.6M | 3.55% | 38,126 | Added |
| 8 | SPSM | SPDR SERIES TRUST | $4.1M | 3.10% | 76,690 | Added |
| 9 | SPEM | SPDR INDEX SHS FDS | $3.5M | 2.65% | 66,933 | Added |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | $3.2M | 2.45% | 100,256 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $2.8M | 2.15% | 64,924 | Added |
| 12 | SPAB | SPDR SERIES TRUST | $2.7M | 2.08% | 111,612 | Added |
| 13 | MINT | PIMCO ETF TR | $2.3M | 1.73% | 22,517 | Added |
| 14 | VUSB | VANGUARD BD INDEX FDS | $2.1M | 1.60% | 42,279 | Trimmed |
| 15 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.0M | 1.56% | 40,946 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $1.7M | 1.30% | 4,542 | Trimmed |
| 17 | FMB | FIRST TR EXCH TRADED FD III | $1.6M | 1.21% | 33,003 | Added |
| 18 | ITOT | ISHARES TR | $1.6M | 1.20% | 9,467 | Added |
| 19 | BSV | VANGUARD BD INDEX FDS | $1.5M | 1.17% | 20,079 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $1.5M | 1.17% | 6,711 | Trimmed |
| 21 | MOAT | VANECK ETF TRUST | $1.4M | 1.09% | 13,548 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $1.4M | 1.08% | 3,729 | Trimmed |
| 23 | AAPL | APPLE INC | $1.4M | 1.05% | 4,118 | Trimmed |
| 24 | FSEP | FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.90% | 20,674 | Hold |
| 25 | QLTY | GMO ETF TRUST | $1.2M | 0.90% | 27,444 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR