Legacy Investment Solutions, LLC

Est. AUM

$192.1M

13F long equity, this entity only

Positions

791

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PROSHARES TR	BITCOIN ETF	$11.0M	510712	5.72%	SOLE
2	SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$7.7M	83849	4.00%	SOLE
3	VOLATILITY SHS TR	2X ETHER ETF NEW	$5.7M	100763	2.97%	SOLE
4	SPDR S&P 500 ETF TRPUT	PUT	$3.0M	4900	1.58%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.8M	106530	1.47%	SOLE
6	MICROSTRATEGY INC	CL A NEW	$2.8M	6811	1.43%	SOLE
7	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.4M	71427	1.23%	SOLE
8	GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.3M	22862	1.19%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	68328	1.13%	SOLE
10	PROSHARES TR	PSHS ULTRA QQQ	$1.9M	16228	0.99%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$1.9M	80030	0.98%	SOLE
12	DUOLINGO INC	CL A COM	$1.8M	4500	0.96%	SOLE
13	PROSHARES TR	PSHS ULT S&P 500	$1.7M	17340	0.88%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$1.4M	41600	0.74%	SOLE
15	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.4M	22284	0.73%	SOLE
16	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.4M	21715	0.71%	SOLE
17	WISDOMTREE TR	US QTLY DIV GRT	$1.3M	14987	0.65%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$1.1M	1825	0.59%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3548	0.56%	SOLE
20	ISHARES TR	SHORT TREAS BD	$979K	8863	0.51%	SOLE
21	APPLE INC	COM	$939K	4579	0.49%	SOLE
22	NVIDIA CORPORATION	COM	$830K	5252	0.43%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$756K	30312	0.39%	SOLE
24	ADVISORSHARES TR	Q DYNAMIC GROWTH	$742K	19157	0.39%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$680K	27523	0.35%	SOLE
26	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$655K	28653	0.34%	SOLE
27	FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$620K	8202	0.32%	SOLE
28	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$590K	12023	0.31%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$585K	9779	0.30%	SOLE
30	FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$521K	3747	0.27%	SOLE
31	MICROSOFT CORP	COM	$520K	1045	0.27%	SOLE
32	ISHARES TR	CORE US AGGBD ET	$446K	4491	0.23%	SOLE
33	VANGUARD WORLD FD	MEGA CAP VAL ETF	$442K	3370	0.23%	SOLE
34	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$442K	5433	0.23%	SOLE
35	FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$441K	4595	0.23%	SOLE
36	COSTCO WHSL CORP NEW	COM	$419K	423	0.22%	SOLE
37	FIRST TR EXCHANGE-TRADED FD	ENERGY INM PARTN	$417K	16274	0.22%	SOLE
38	TESLA INC	COM	$366K	1152	0.19%	SOLE
39	ISHARES TR	0-3 MNTH TREASRY	$341K	3386	0.18%	SOLE
40	ETF SER SOLUTIONS	DISTILLATE SMLMD	$300K	9232	0.16%	SOLE
41	ETF SER SOLUTIONS	DISTILLATE US	$299K	5407	0.16%	SOLE
42	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$294K	6205	0.15%	SOLE
43	ISHARES TR	CORE S&P MCP ETF	$287K	4621	0.15%	SOLE
44	VANGUARD WORLD FD	MEGA GRWTH IND	$279K	762	0.15%	SOLE
45	TRANE TECHNOLOGIES PLC	SHS	$275K	628	0.14%	SOLE
46	TIDAL TR II	YIELDMAX MSTR OP	$267K	12048	0.14%	SOLE
47	EXXON MOBIL CORP	COM	$260K	2414	0.14%	SOLE
48	BIOSIG TECHNOLOGIES INC	COM	$232K	32550	0.12%	SOLE
49	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$206K	5088	0.11%	SOLE
50	FTAI INFRASTRUCTURE INC	COMMON STOCK	$204K	33091	0.11%	SOLE

1–50 of 747

1 / 15

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.