Legacy Solutions, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Legacy Solutions, LLC reported 69 stock positions worth $91.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.9% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 7.6%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- KENNETT SQUARE, PA
- CIK
- 0002053314
- Portfolio Value
- $91.8M (Q4 2024)
- SEC Filing
- 0002053314-25-000001 ↗ filed Feb 3, 2025
Holdings Value
Holdings 69 stocks · $91.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.95% | 212,316 | $14.6M | — |
| IUSG iShares Core S&P U.S. Growth | 7.64% | 50,324 | $7.0M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.51% | 201,942 | $6.9M | — |
| IUSV iShares Core S&P U.S. Value | 7.04% | 69,735 | $6.5M | — |
| MOAT Vaneck Morningstar Wide Moat | 6.64% | 65,762 | $6.1M | — |
| CGGR Cap Group Growth Equity | 6.30% | 155,668 | $5.8M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 4.16% | 36,171 | $3.8M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 3.46% | 70,718 | $3.2M | — |
| SPEM State Street SP PTF Em ETF | 2.82% | 67,497 | $2.6M | — |
| HTRB Hartford TTL RTRN BND ETF | 2.47% | 67,961 | $2.3M | — |
| FBND Fidelity Total Bond ETF | 2.32% | 47,399 | $2.1M | — |
| SPAB SS SPDR P Agg Bond ETF | 2.23% | 81,913 | $2.0M | — |
| MINT PIMCO Enhanced Short Maturit | 1.84% | 16,821 | $1.7M | — |
| GSY Invesco Ultra Short Duration | 1.51% | 27,719 | $1.4M | — |
| FSK FS KKR Capital Corp. | 1.45% | 61,346 | $1.3M | — |
| FMB First Trust Managed Municipa | 1.43% | 25,810 | $1.3M | — |
| VUSB Vanguard Ultra Short Bond Et | 1.31% | 24,283 | $1.2M | — |
| BSV Vanguard Short-Term Bond ETF | 1.15% | 13,705 | $1.1M | — |
| FSEP FT Vest U.S. Equity Buffer E | 0.99% | 19,943 | $911K | — |
| AAPL Apple Inc. | 0.92% | 3,373 | $845K | — |
| MSFT Microsoft Corp. | 0.86% | 1,883 | $794K | — |
| AVGO Broadcom Inc. | 0.79% | 3,132 | $726K | — |
| FAUG FT Vest U.S. Equity Buffer E | 0.79% | 15,495 | $721K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 1,391 | $711K | — |
| CEG Constellation Energy | 0.76% | 3,136 | $702K | — |
| IVV iShares Core S&P 500 ETF | 0.76% | 1,190 | $701K | — |
| NVDA Nvidia Corp. | 0.76% | 5,213 | $700K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.75% | 3,261 | $686K | — |
| ITOT iShares Core S&P Total U.S. | 0.67% | 4,796 | $617K | — |
| FJUN FT Vest US Equity Buff ETF-J | 0.62% | 11,159 | $573K | — |
| SHM SS SPDR N Ice St Muni ETF | 0.62% | 12,094 | $573K | — |
| EXC Exelon Corp. | 0.51% | 12,376 | $466K | — |
| DSEP FT Vest U.S. Equity Deep Buf | 0.49% | 11,089 | $450K | — |
| QSPT FT Vest Nasdaq-100 Buffer Et | 0.49% | 16,243 | $449K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 759 | $445K | — |
| AMZN Amazon.com Inc. | 0.46% | 1,941 | $426K | — |
| MSI Motorola Solutions Inc. | 0.44% | 881 | $407K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.43% | 1,922 | $398K | — |
| GOOGL Alphabet Inc. Class A | 0.41% | 1,993 | $377K | — |
| SCHD Schwab US DVD Equity ETF | 0.41% | 13,700 | $374K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.39% | 11,848 | $361K | — |
| MS Morgan Stanley | 0.39% | 2,870 | $361K | — |
| V Visa Inc. Class A | 0.39% | 1,125 | $356K | — |
| DHI D.R. Horton Inc. | 0.35% | 2,320 | $324K | — |
| FMAR FT Vest US Equity Buffer ETF | 0.35% | 7,332 | $317K | — |
| WMT Walmart Inc. | 0.34% | 3,445 | $311K | — |
| FNOV FT Vest US Equity Buffer ETF | 0.34% | 6,446 | $308K | — |
| PG The Procter & Gamble Co. | 0.33% | 1,801 | $302K | — |
| VSMV Victoryshares US Min Vol ETF | 0.33% | 6,230 | $299K | — |
| GS Goldman Sachs Group Inc. | 0.31% | 504 | $289K | — |
| RTX RTX Corp. | 0.31% | 2,479 | $287K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 3,126 | $278K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 4,840 | $273K | — |
| COP Conocophillips | 0.29% | 2,729 | $271K | — |
| FMAY FT Vest US Equity Buffer ETF | 0.29% | 5,644 | $268K | — |
| C Citigroup Inc. | 0.29% | 3,740 | $263K | — |
| MEAR Ishrs Short Mat Muni Act ETF | 0.28% | 5,161 | $258K | — |
| META Meta Platforms Inc. Class A | 0.27% | 423 | $248K | — |
| GSEP FT Vest US Equity Moderate B | 0.26% | 6,894 | $242K | — |
| IJH iShares Core S&P Midcap ETF | 0.26% | 3,826 | $238K | — |
| JCI Johnson Controls Internation | 0.26% | 3,005 | $237K | — |
| QJUN FT Vest Nasdaq-100 Buffer Et | 0.25% | 8,071 | $226K | — |
| BDX Becton Dickinson and Co. | 0.25% | 996 | $226K | — |
| FOCT FT Vest U.S. Equity Buffer E | 0.24% | 5,244 | $224K | — |
| APD Air Products & Chemicals Inc. | 0.24% | 762 | $221K | — |
| SPGI S&P Global Inc. | 0.24% | 443 | $221K | — |
| ZTS Zoetis Inc. | 0.23% | 1,282 | $209K | — |
| TSLA Tesla Inc. | 0.23% | 512 | $207K | — |
| SCHV Schwab US Large-Cap Value | 0.22% | 7,833 | $204K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $123.6M | SPYM, SPDW, IUSG, CGGR, IUSV |
| Q1 2026 | 77 | $107.9M | SPYM, SPDW, IUSV, IUSG, CGGR |
| Q4 2025 | 81 | $113.8M | SPYM, SPDW, IUSG, IUSV, CGGR |
| Q3 2025 | 78 | $111.2M | SPYM, SPDW, IUSG, IUSV, CGGR |
| Q2 2025 | 78 | $104.4M | SPYM, SPDW, IUSG, IUSV, CGGR |
| Q1 2025 | 71 | $90.8M | SPYM, SPDW, IUSV, IUSG, MOAT |
| Q4 2024 | 69 | $91.8M | SPYM, IUSG, SPDW, IUSV, MOAT |