LEGACY SOLUTIONS, LLC

Est. AUM

$107.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$17.2M	224839	15.95%	SOLE
2	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$8.9M	195441	8.27%	SOLE
3	ISHARES TR	CORE S&P US VLU	$7.2M	70673	6.70%	SOLE
4	ISHARES TR	CORE S&P US GWT	$6.9M	44498	6.40%	SOLE
5	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.5M	162397	6.05%	SOLE
6	VANECK ETF TRUST	MRNGSTR WDE MOAT	$4.5M	46956	4.21%	SOLE
7	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$4.2M	36771	3.90%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	74559	3.34%	SOLE
9	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$3.1M	66030	2.87%	SOLE
10	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$2.7M	81193	2.54%	SOLE
11	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.5M	55126	2.33%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	95021	2.26%	SOLE
13	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$2.2M	43295	2.00%	SOLE
14	PIMCO ETF TR	ENHAN SHRT MA AC	$2.0M	19518	1.82%	SOLE
15	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.8M	36049	1.67%	SOLE
16	SPDR GOLD TR	GOLD SHS	$1.6M	3750	1.50%	SOLE
17	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.6M	31696	1.49%	SOLE
18	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	16259	1.18%	SOLE
19	NVIDIA CORPORATION	COM	$1.3M	7248	1.17%	SOLE
20	APPLE INC	COM	$1.2M	4913	1.16%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	23088	1.08%	SOLE
22	ISHARES TR	CORE S&P TTL STK	$1.1M	7425	0.98%	SOLE
23	BROADCOM INC	COM	$934K	3018	0.87%	SOLE
24	WORLD GOLD TR	SPDR GLD MINIS	$909K	9803	0.84%	SOLE
25	CONSTELLATION ENERGY CORP	COM	$835K	2991	0.77%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$832K	16073	0.77%	SOLE
27	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$775K	3261	0.72%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$731K	1267	0.68%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$720K	15054	0.67%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$705K	1080	0.65%	SOLE
31	MICROSOFT CORP	COM	$670K	1809	0.62%	SOLE
32	ALPHABET INC	CAP STK CL A	$634K	2206	0.59%	SOLE
33	EXELON CORP	COM	$602K	12274	0.56%	SOLE
34	SPDR S&P 500 ETF TR	TR UNIT	$556K	856	0.52%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$534K	9443	0.49%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$487K	11089	0.45%	SOLE
37	RTX CORPORATION	COM	$484K	2507	0.45%	SOLE
38	ISHARES TR	MSCI USA MMENTM	$461K	1922	0.43%	SOLE
39	WALMART INC	COM	$450K	3622	0.42%	SOLE
40	MORGAN STANLEY	COM NEW	$445K	2706	0.41%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$439K	12993	0.41%	SOLE
42	CITIGROUP INC	COM NEW	$417K	3673	0.39%	SOLE
43	AMAZON COM INC	COM	$415K	1993	0.38%	SOLE
44	CONOCOPHILLIPS	COM	$413K	3127	0.38%	SOLE
45	GOLDMAN SACHS GROUP INC	COM	$411K	486	0.38%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$405K	8145	0.38%	SOLE
47	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$398K	7544	0.37%	SOLE
48	EXXON MOBIL CORP	COM	$396K	2334	0.37%	SOLE
49	JOHNSON CTLS INTL PLC	SHS	$395K	3020	0.37%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$390K	12724	0.36%	SOLE

1–50 of 77

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