Legacy Solutions, LLC
- SEC CIK
- 0002053314
- Latest filing
- Jul 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 81
- +3 vs. Q3 2025
- Portfolio value
- $113.8M
- +$2.61M (+2.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 6,237 | $202.9K | 0.2% | +6,237 | New | – |
| MDTMedtronic plc | Stock | 2,147 | $206.2K | 0.2% | +2,147 | New | History |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 4,170 | $209.8K | 0.2% | −2,105−33.5% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 871 | $215.2K | 0.2% | +49+6.0% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,349 | $221.2K | 0.2% | 00.0% | Unchanged | – |
| BDXBecton Dickinson & Co | Stock | 1,172 | $227.4K | 0.2% | +59+5.3% | Added | History |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 8,955 | $233.0K | 0.2% | +8,955 | New | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,953 | $235.5K | 0.2% | −4−0.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 1,895 | $237.4K | 0.2% | +43+2.3% | Added | History |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,363 | $244.0K | 0.2% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 827 | $245.0K | 0.2% | +17+2.1% | Added | History |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,450 | $249.9K | 0.2% | −970−13.1% | Reduced | – |
| ARK Innovation ETF00214Q104 | ETF | 3,256 | $250.5K | 0.2% | +936+40.3% | Added | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,199 | $253.5K | 0.2% | +80+3.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,875 | $255.8K | 0.2% | +2+0.1% | Added | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 3,971 | $260.1K | 0.2% | +3,971 | New | – |
| XOMExxonMobil Holdings Corp | COM | 2,210 | $265.9K | 0.2% | −91−4.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 827 | $266.6K | 0.2% | +11+1.3% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 911 | $267.4K | 0.2% | +28+3.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 520 | $271.8K | 0.2% | +13+2.6% | Added | History |
| PGProcter & Gamble Co | Stock | 1,916 | $274.5K | 0.2% | −35−1.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,782 | $279.6K | 0.2% | −100−1.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 7,177 | $293.8K | 0.3% | 00.0% | Unchanged | – |
| COPConocoPhillips | Stock | 3,167 | $296.4K | 0.3% | +135+4.5% | Added | History |
| TSLATesla, Inc. | Stock | 686 | $308.5K | 0.3% | +20+3.0% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 652 | $308.7K | 0.3% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,123 | $338.1K | 0.3% | 00.0% | Unchanged | – |
| MSIMotorola Solutions, Inc. | Stock | 908 | $348.2K | 0.3% | −14−1.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 528 | $348.6K | 0.3% | +12+2.3% | Added | History |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 6,359 | $348.7K | 0.3% | +156+2.5% | Added | – |
| DHIHorton D R Inc | COM | 2,444 | $352.0K | 0.3% | −11−0.4% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 3,024 | $362.1K | 0.3% | −48−1.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 7,458 | $365.4K | 0.3% | +2,214+42.2% | Added | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 12,724 | $403.1K | 0.4% | −2,919−18.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 7,544 | $403.2K | 0.4% | −441−5.5% | Reduced | – |
| WMTWalmart Inc. | Stock | 3,647 | $406.3K | 0.4% | −68−1.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 8,145 | $416.9K | 0.4% | +8,145 | New | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,182 | $417.4K | 0.4% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 1,220 | $427.9K | 0.4% | +43+3.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 524 | $460.2K | 0.4% | −17−3.1% | Reduced | History |
| CCitigroup Inc | Stock | 4,069 | $474.8K | 0.4% | +22+0.5% | Added | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,922 | $481.1K | 0.4% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 2,642 | $484.5K | 0.4% | +29+1.1% | Added | History |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,089 | $498.0K | 0.4% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,226 | $513.8K | 0.5% | +73+3.4% | Added | History |
| MSMorgan Stanley | Stock | 2,963 | $526.1K | 0.5% | −22−0.7% | Reduced | History |
| EXCExelon Corp | Stock | 12,321 | $537.1K | 0.5% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 9,733 | $555.4K | 0.5% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 855 | $583.0K | 0.5% | +1+0.1% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 13,917 | $667.9K | 0.6% | +254+1.9% | Added | – |
| FSKFS KKR Capital Corp | COM | 49,056 | $726.5K | 0.6% | −14,458−22.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,292 | $793.7K | 0.7% | −33−2.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,548 | $797.6K | 0.7% | +104+4.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,180 | $807.9K | 0.7% | +2+0.2% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,261 | $824.8K | 0.7% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 16,073 | $851.1K | 0.7% | −235−1.4% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,904 | $877.9K | 0.8% | +349+6.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,152 | $1.04M | 0.9% | −3−0.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 3,003 | $1.06M | 0.9% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 3,212 | $1.11M | 1.0% | −38−1.2% | Reduced | History |
| AAPLApple Inc. | Stock | 4,189 | $1.14M | 1.0% | +86+2.1% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,919 | $1.18M | 1.0% | +96+0.6% | Added | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 23,088 | $1.19M | 1.0% | +2,414+11.7% | Added | – |
| NVDANVIDIA Corp | Stock | 6,408 | $1.20M | 1.1% | +98+1.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 3,728 | $1.48M | 1.3% | +16+0.4% | Added | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 29,565 | $1.51M | 1.3% | +587+2.0% | Added | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 32,586 | $1.64M | 1.4% | +20.0% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,185 | $1.82M | 1.6% | +106+0.6% | Added | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 39,825 | $1.98M | 1.7% | +8,264+26.2% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,809 | $2.31M | 2.0% | +1,946+2.2% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 51,796 | $2.38M | 2.1% | +538+1.0% | Added | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 76,013 | $2.60M | 2.3% | +1,298+1.7% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 71,794 | $3.36M | 3.0% | +567+0.8% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 79,571 | $3.73M | 3.3% | +2,934+3.8% | Added | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 39,459 | $4.41M | 3.9% | +981+2.5% | Added | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 58,122 | $6.02M | 5.3% | −3,278−5.3% | Reduced | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 152,167 | $6.77M | 5.9% | −5,135−3.3% | Reduced | – |
| iShares Core S&P US Value ETF464287663 | ETF | 74,831 | $7.67M | 6.7% | +1,152+1.6% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 47,524 | $7.98M | 7.0% | −3,572−7.0% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 209,763 | $9.32M | 8.2% | −2,611−1.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 223,648 | $17.9M | 15.8% | −3,848−1.7% | Reduced | – |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.