LEGACY SOLUTIONS, LLC
Holdings as of 2026-06-30, filed 2026-07-06
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
88
Value reported by manager
$123.6M
Sum of our stored positions
$123.6M
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
44.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
88 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | STATE STREET SPD | $20.4M | 231,860 | — | 78464A854 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $9.9M | 197,021 | — | 78463X889 |
| ISHARES TR | CORE S&P US GWT | $8.4M | 44,454 | — | 464287671 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $8M | 170,451 | — | 14020G101 |
| ISHARES TR | CORE S&P US VLU | $7.8M | 71,120 | — | 464287663 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $4.8M | 36,939 | — | 921932885 |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 74,735 | — | 78468R853 |
| SPDR INDEX SHS FDS | STATE STREET SPD | $3.4M | 65,582 | — | 78463X509 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $3M | 90,400 | — | 41653L305 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.7M | 59,565 | — | 316188309 |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 102,646 | — | 78464A649 |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.1M | 21,126 | — | 72201R833 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.1M | 42,661 | — | 92203C303 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $2M | 39,661 | — | 46090A887 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 4,572 | — | 922908769 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.7M | 32,379 | — | 33739N108 |
| ISHARES TR | CORE S&P TTL STK | $1.6M | 9,463 | — | 464287150 |
| NVIDIA CORPORATION | COM | $1.5M | 7,593 | — | 67066G104 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.5M | 14,040 | — | 92189F643 |
| APPLE INC | COM | $1.4M | 4,880 | — | 037833100 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.4M | 18,053 | — | 921937827 |
| SPDR GOLD TR | GOLD SHS | $1.4M | 3,750 | — | 78463V107 |
| GMO ETF TRUST | GMO US QUALITY E | $1.1M | 27,394 | — | 90139K100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.1M | 20,674 | — | 33740U307 |
| BROADCOM INC | COM | $1.1M | 3,012 | — | 11135F101 |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 1,431 | — | 464287200 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $988K | 3,261 | — | 46138G649 |
| INVESCO QQQ TR | UNIT SER 1 | $921.2K | 1,251 | — | 46090E103 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $908.2K | 16,073 | — | 33740F862 |
| ALPHABET INC | CAP STK CL A | $848.9K | 2,376 | — | 02079K305 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $833.1K | 22,807 | — | 33740F755 |
| WORLD GOLD TR | SPDR GLD MINIS | $778.6K | 9,803 | — | 98149E303 |
| CONSTELLATION ENERGY CORP | COM | $742.6K | 2,990 | — | 21037T109 |
| SPDR SERIES TRUST | STATE STREET SPD | $735.5K | 15,334 | — | 78468R739 |
| MICROSOFT CORP | COM | $729.6K | 1,956 | — | 594918104 |
| ISHARES TR | MSCI USA MMENTM | $658.9K | 1,922 | — | 46432F396 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $639.2K | 856 | — | 78462F103 |
| MORGAN STANLEY | COM NEW | $573.5K | 2,743 | — | 617446448 |
| EXELON CORP | COM | $572.4K | 12,278 | — | 30161N101 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $526.1K | 11,089 | — | 33740F680 |
| CITIGROUP INC | COM NEW | $507.4K | 3,625 | — | 172967424 |
| GOLDMAN SACHS GROUP INC | COM | $500.3K | 495 | — | 38141G104 |
| AMAZON COM INC | COM | $471K | 1,976 | — | 023135106 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $470.3K | 7,845 | — | 33740F722 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $443.6K | 8,145 | — | 33740U505 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $443.3K | 12,724 | — | 33740U836 |
| JOHNSON CONTROLS INTERNATION | SHS | $442.3K | 3,027 | — | G51502105 |
| RTX CORPORATION | COM | $438K | 2,308 | — | 75513E101 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $424K | 7,544 | — | 33740F748 |
| WALMART INC | COM | $406.5K | 3,589 | — | 931142103 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $398.8K | 7,631 | — | 33740F599 |
| VISA INC | COM CL A | $392.5K | 1,144 | — | 92826C839 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $390K | 7,458 | — | 33740F664 |
| MOTOROLA SOLUTIONS INC | COM NEW | $341.5K | 822 | — | 620076307 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $338K | 7,232 | — | 33740U885 |
| CONOCOPHILLIPS | COM | $323.5K | 3,112 | — | 20825C104 |
| EXXON MOBIL CORP | COM | $321K | 2,348 | — | 30231G102 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $317.5K | 7,177 | — | 33740F482 |
| AMERICAN ELEC PWR CO INC | COM | $303.6K | 2,219 | — | 025537101 |
| ISHARES TR | RUS 1000 GRW ETF | $297.8K | 2,399 | — | 464287614 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $296.7K | 8,782 | — | 33740F557 |
| TESLA INC | COM | $294K | 699 | — | 88160R101 |
| ISHARES TR | CORE S&P MCP ETF | $292.4K | 3,792 | — | 464287507 |
| ARK ETF TR | INNOVATION ETF | $287.1K | 3,552 | — | 00214Q104 |
| PROCTER & GAMBLE CO | COM | $282.8K | 1,928 | — | 742718109 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $278.8K | 8,008 | — | 808524409 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $270.3K | 566 | — | 874039100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $267.2K | 534 | — | 084670702 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $264.2K | 6,450 | — | 33740U711 |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $255.7K | 2,292 | — | 46654Q732 |
| L3HARRIS TECHNOLOGIES INC | COM | $251.4K | 865 | — | 502431109 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $246.9K | 4,221 | — | 33740F847 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $246.6K | 8,955 | — | 33740U828 |
| AIR PRODUCTS AND CHEMICALS I | COM | $244.8K | 835 | — | 009158106 |
| META PLATFORMS INC | CL A | $244K | 433 | — | 30303M102 |
| JPMORGAN CHASE & CO | COM | $241.1K | 737 | — | 46625H100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $240.5K | 4,039 | — | 33740U208 |
| MICRON TECHNOLOGY INC | COM | $229.7K | 199 | — | 595112103 |
| INTERNATIONAL BUSINESS MACHS | COM | $228.8K | 813 | — | 459200101 |
| ISHARES TR | MSCI USA MIN VOL | $226.7K | 2,350 | — | 46429B697 |
| S&P GLOBAL INC | COM | $225.2K | 553 | — | 78409V104 |
| ISHARES TR | CORE MSCI EAFE | $223.4K | 2,313 | — | 46432F842 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $211.2K | 3,971 | — | 74316P579 |
| VANGUARD INDEX FDS | GROWTH ETF | $210.2K | 2,440 | — | 922908736 |
| ISHARES U S ETF TR | SHORT MATURITY M | $210.1K | 4,170 | — | 46431W838 |
| D R HORTON INC | COM | $207.4K | 1,273 | — | 23331A109 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $205.7K | 5,777 | — | 33740F649 |
| EOG RES INC | COM | $203.8K | 1,571 | — | 26875P101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-06