Investor
LEGACY SOLUTIONS, LLC
CIK 0002053314 · filed 2026-04-07 · SEC filing
13F book
$107.9M
Positions
77
3 new · 7 sold
Largest name
15.9%
Spdr Series Trust
Est. mark
−$2.85M
Price effect on 74 names still held. Flow −$3.06M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 224.8K | $17.2M | 15.9% | −$823K | Added−$731.8K |
| Spdr Index Shs Fds | — | 195.4K | $8.92M | 8.3% | $242.3K | Cut−$393.7K |
| Ishares Tr | — | 70.7K | $7.23M | 6.7% | −$20.5K | Cut−$446.9K |
| Ishares Tr | — | 44.5K | $6.9M | 6.4% | −$570.8K | Cut−$1.08M |
| Capital Group Growth Etf | — | 162.4K | $6.53M | 6.0% | −$651.3K | Added−$240.1K |
| Vaneck Etf Trust | — | 47K | $4.54M | 4.2% | −$322.1K | Cut−$1.48M |
| Vanguard Admiral Fds Inc | — | 36.8K | $4.2M | 3.9% | $92.6K | Cut−$207.9K |
| Spdr Series Trust | — | 74.6K | $3.6M | 3.3% | $108.8K | Cut−$126K |
| Spdr Index Shs Fds | — | 66K | $3.1M | 2.9% | $6.62K | Cut−$263.2K |
| Hartford Fds Exchange Traded | — | 81.2K | $2.74M | 2.5% | −$31.2K | Added$143.6K |
| Fidelity Merrimack Str Tr | — | 55.1K | $2.51M | 2.3% | −$21.8K | Added$130.2K |
| Spdr Series Trust | — | 95K | $2.43M | 2.3% | −$11.7K | Added$121.8K |
| Vanguard Bd Index Fds | — | 43.3K | $2.16M | 2.0% | −$2.2K | Added$170.5K |
| Pimco Etf Tr | — | 19.5K | $1.96M | 1.8% | $4.12K | Added$138.2K |
| Invesco Actively Managed Exc | — | 36K | $1.81M | 1.7% | −$4.21K | Added$169.4K |
| Spdr Gold Tr | — | 3.75K | $1.61M | 1.5% | $126.7K | Added$136.1K |
| First Tr Exch Traded Fd Iii | — | 31.7K | $1.61M | 1.5% | −$14K | Added$93.9K |
| Vanguard Bd Index Fds | — | 16.3K | $1.27M | 1.2% | −$5.96K | Added$99.1K |
| Nvidia Corp | NVDA | 7.25K | $1.26M | 1.2% | −$77.6K | Added$68.9K |
| Apple Inc. | AAPL | 4.91K | $1.25M | 1.2% | −$75.6K | Added$108.2K |
| First Tr Exchng Traded Fd Vi | — | 23.1K | $1.16M | 1.1% | −$28.4K | Held |
| Ishares Tr | — | 7.42K | $1.06M | 1.0% | −$36.9K | Added$179.7K |
| Broadcom Inc. | AVGO | 3.02K | $934K | 0.9% | −$110.5K | Cut−$177.7K |
| World Gold Tr | — | 9.8K | $908.6K | 0.8% | — | New |
| Constellation Energy Corp | CEG | 2.99K | $835.2K | 0.8% | −$221.4K | Cut−$225.6K |
| First Tr Exchng Traded Fd Vi | — | 16.1K | $832.3K | 0.8% | −$18.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 3.26K | $774.9K | 0.7% | −$49.9K | Held |
| Invesco Qqq Tr | — | 1.27K | $731.2K | 0.7% | −$47.1K | Cut−$62.4K |
| Spdr Series Trust | — | 15.1K | $720K | 0.7% | −$2.24K | Added$52.1K |
| Ishares Tr | — | 1.08K | $705.3K | 0.7% | −$34.1K | Cut−$102.6K |
| Microsoft Corp | MSFT | 1.81K | $669.5K | 0.6% | −$205.3K | Cut−$371.1K |
| Alphabet Inc | — | 2.21K | $634.4K | 0.6% | −$56.1K | Cut−$163.2K |
| Exelon Corp | EXC | 12.3K | $601.7K | 0.6% | $66.6K | Cut$64.6K |
| Spdr S&P 500 Etf Tr | — | 856 | $556.4K | 0.5% | −$27.3K | Added−$26.7K |
| First Tr Exchng Traded Fd Vi | — | 9.44K | $533.6K | 0.5% | −$5.26K | Cut−$21.8K |
| First Tr Exchng Traded Fd Vi | — | 11.1K | $487.5K | 0.5% | −$10.5K | Held |
| RTX Corp | RTX | 2.51K | $483.6K | 0.4% | $23.8K | Cut−$983 |
| Ishares Tr | — | 1.92K | $461.3K | 0.4% | −$19.8K | Held |
| Walmart Inc. | WMT | 3.62K | $450.1K | 0.4% | $46.6K | Cut$43.8K |
| Morgan Stanley | — | 2.71K | $445.3K | 0.4% | −$35.2K | Cut−$80.8K |
| First Tr Exchng Traded Fd Vi | — | 13K | $438.8K | 0.4% | −$5.97K | Added$21.4K |
| Citigroup Inc | — | 3.67K | $416.5K | 0.4% | −$12.1K | Cut−$58.3K |
| Amazon Com Inc | AMZN | 1.99K | $415.1K | 0.4% | −$44.9K | Cut−$98.7K |
| Conocophillips | COP | 3.13K | $412.7K | 0.4% | $120K | Cut$116.3K |
| Goldman Sachs Group Inc | — | 486 | $410.9K | 0.4% | −$15.9K | Cut−$49.3K |
| First Tr Exchng Traded Fd Vi | — | 8.14K | $405K | 0.4% | −$11.9K | Held |
| First Tr Exchng Traded Fd Vi | — | 7.54K | $398.3K | 0.4% | −$4.9K | Held |
| Exxon Mobil Corp | — | 2.33K | $395.9K | 0.4% | $109K | Added$130K |
| Johnson Ctls Intl Plc | — | 3.02K | $395.5K | 0.4% | $33.8K | Cut$33.3K |
| First Tr Exchng Traded Fd Vi | — | 12.7K | $389.5K | 0.4% | −$13.5K | Held |
| First Tr Exchng Traded Fd Vi | — | 7.63K | $370K | 0.3% | $7.3K | Added$31.9K |
| Motorola Solutions, Inc. | MSI | 822 | $356.9K | 0.3% | $41.7K | Cut$8.69K |
| First Tr Exchng Traded Fd Vi | — | 7.46K | $355.6K | 0.3% | −$9.77K | Held |
| Visa Inc. | V | 1.12K | $339.4K | 0.3% | −$54.4K | Cut−$88.5K |
| First Tr Exchng Traded Fd Vi | — | 7.18K | $299.2K | 0.3% | $5.38K | Held |
| L3harris Technologies Inc | — | 855 | $295.2K | 0.3% | $44.3K | Cut$27.8K |
| American Elec Pwr Co Inc | — | 2.21K | $289.2K | 0.3% | $34.7K | Added$35.7K |
| First Tr Exchng Traded Fd Vi | — | 8.78K | $274.4K | 0.3% | −$5.22K | Held |
| Ishares Tr | — | 632 | $269.6K | 0.3% | −$29.6K | Cut−$39.1K |
| Procter And Gamble Co | PG | 1.86K | $268.2K | 0.2% | $2.15K | Cut−$6.31K |
| Tesla, Inc. | TSLA | 681 | $253.2K | 0.2% | −$53.1K | Cut−$55.3K |
| Meta Platforms, Inc. | META | 442 | $253K | 0.2% | −$38.9K | Cut−$95.6K |
| First Tr Exchng Traded Fd Vi | — | 6.45K | $245.8K | 0.2% | −$4.06K | Held |
| Schwab Strategic Tr | — | 7.8K | $237.8K | 0.2% | $6.95K | Cut$2.36K |
| Berkshire Hathaway Inc Del | — | 493 | $236.2K | 0.2% | — | New |
| Air Prods & Chems Inc | — | 810 | $235.2K | 0.2% | $35.1K | Cut$20K |
| First Tr Exchng Traded Fd Vi | — | 8.96K | $234.4K | 0.2% | $1.39K | Held |
| First Tr Exchng Traded Fd Vi | — | 4.22K | $231K | 0.2% | −$5.05K | Cut−$12.9K |
| Ark Etf Tr | — | 3.42K | $230.8K | 0.2% | −$30.4K | Added−$19.6K |
| Eog Res Inc | — | 1.56K | $225.6K | 0.2% | — | New |
| First Tr Exchng Traded Fd Vi | — | 4.22K | $225.4K | 0.2% | −$6.05K | Cut−$123.3K |
| S&P Global Inc. | SPGI | 515 | $218.9K | 0.2% | −$50.4K | Cut−$53K |
| Ishares Tr | — | 2.35K | $217.9K | 0.2% | −$3.39K | Added−$3.3K |
| Ishares Tr | — | 3.18K | $214.9K | 0.2% | $4.86K | Cut−$40.8K |
| Ishares U S Etf Tr | — | 4.17K | $209.9K | 0.2% | $84 | Held |
| Profesionally Managed Portfo | — | 3.97K | $209.9K | 0.2% | −$50.3K | Held |
| Jpmorgan Chase & Co. | — | 700 | $205.9K | 0.2% | −$19.7K | Cut−$60.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.