Legacy Investment Solutions, LLC 13F Holdings
CIK 0002044858 · MERIDIAN, ID
As of Jun 30, 2025, Legacy Investment Solutions, LLC reported 791 positions worth
CIK 0002044858 · MERIDIAN, ID
As of Jun 30, 2025, Legacy Investment Solutions, LLC reported 791 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STREAMEX CORP | STEX | Healthcare | 6,838,677 | $48.8M | 25.93% |
| NEOVOLTA INC | NEOV | Industrials | 4,567,051 | 5.1M | 8.01% |
| PROSHARES BITCOIN ETF | BITO | — | 510,712 | 1.0M | 5.83% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 83,849 | $7.7M | 4.09% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 276,854 | $6.9M | 3.66% |
| VOLATILITY SHS TR | ETHU | — | 100,763 | $5.7M | 3.03% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 98,875 | $5.0M | 2.66% |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH | — | 180,745 | $4.4M | 2.33% |
| EAGLE POINT CREDIT COMPANY I | ECC | — | 505,261 | $3.9M | 2.06% |
| USCF GOLD STRATEGY PLUS INCOME FUND | USG | — | 108,724 | $3.8M | 2.01% |
| FS KKR CAPITAL CORP | FSK | Financial Services | 167,394 | $3.5M | 1.84% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,087 | $3.1M | 1.67% |
| SIMPLIFY VOLATILITY PREMIUM ETF | SVOL | — | 162,278 | $3.0M | 1.59% |
| FT VEST LADDERED DEEP BUFFER ETF | BUFD | — | 106,530 | $2.8M | 1.50% |
| STRATEGY INC | MSTR | Technology | 6,811 | $2.8M | 1.46% |
| FT VEST LADDERED NASDAQ BUFFER ETF | BUFQ | — | 71,427 | $2.4M | 1.26% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 22,862 | $2.3M | 1.22% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 41,462 | $2.2M | 1.18% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 46,989 | $2.2M | 1.17% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 68,328 | $2.2M | 1.15% |
| PROSHARES ULTRA QQQ | QLD | — | 16,228 | .9M | 1.01% |
| FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | BUFT | — | 80,030 | .9M | 1.00% |
| DUOLINGO INC | DUOL | Technology | 4,500 | .8M | 0.98% |
| PROSHARES ULTRA S&P500 | SSO | — | 17,340 | .7M | 0.90% |
| FIRST TRUST SENIOR LOAN FUND | FTSL | — | 35,870 | .6M | 0.87% |