LEGACY SOLUTIONS, LLC 13F Holdings
CIK 0002053314 · KENNETT SQUARE, PA
As of Sep 30, 2025, LEGACY SOLUTIONS, LLC reported 78 positions worth
CIK 0002053314 · KENNETT SQUARE, PA
As of Sep 30, 2025, LEGACY SOLUTIONS, LLC reported 78 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 227,496 | 7.8M | 16.03% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 212,374 | $9.1M | 8.17% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 51,096 | $8.4M | 7.56% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 73,679 | $7.4M | 6.62% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 157,302 | $6.9M | 6.21% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 61,400 | $6.1M | 5.47% |
| VANGUARD S&P MID-CAP 400 INDEX FUND | IVOO | — | 38,478 | $4.2M | 3.82% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 76,637 | $3.5M | 3.19% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 71,227 | $3.3M | 3.00% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 74,715 | $2.6M | 2.30% |
| FIDELITY TOTAL BOND ETF | FBND | — | 51,258 | $2.4M | 2.13% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 87,863 | $2.3M | 2.04% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 18,079 | .8M | 1.64% |
| INVESCO ULTRA SHORT DURATION ETF | GSY | — | 32,584 | .6M | 1.47% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 31,561 | .6M | 1.42% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 28,978 | .5M | 1.32% |
| SPDR GOLD TRUST | GQ9 | — | 3,712 | .3M | 1.19% |
| NVIDIA CORP | NVDA | Technology | 6,310 | .2M | 1.06% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 14,823 | .2M | 1.05% |
| MICROSOFT CORP | MSFT | Technology | 2,155 | .1M | 1.00% |
| BROADCOM INC | AVGO | Technology | 3,250 | .1M | 0.96% |
| FT VEST US EQUITY BUFFER ETF - SEPTEMBER | FSEP | — | 20,674 | .0M | 0.94% |
| APPLE INC | AAPL | Technology | 4,103 | .0M | 0.94% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 3,003 | $988.2K | 0.89% |
| FS KKR CAPITAL CORP | FSK | Financial Services | 63,514 | $948.3K | 0.85% |