Legacy Solutions, LLC
- SEC CIK
- 0002053314
- Latest filing
- Jul 6, 2026
The latest 13F from Legacy Solutions, LLC covers Q2 2026 (filed Jul 6, 2026): 88 long positions worth $123.6M. The top 10 holdings make up 58.9% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 16.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 11
- Est. +$5.00M
- Added
- 38
- Est. +$3.71M
- Reduced
- 18
- Est. −$3.82M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- State Street SPDR Portfolio S&P 500 ETF78464A85416.5%$20.4M
- State Street SPDR Portfolio Developed World Ex-US ETF78463X8898.0%$9.93M
- iShares Core S&P U.S. Growth ETF4642876716.8%$8.36M
- Capital Group Growth ETF14020G1016.5%$8.05M
- iShares Core S&P US Value ETF4642876636.3%$7.83M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Morningstar Total Stock Market ETF922908769+$1.69MNew
- Gmo ETF Trust90139K100+$1.14MNew
- State Street SPDR Portfolio S&P 500 ETF78464A854+$617.0KAdded
- Capital Group Growth ETF14020G101+$380.1KAdded
- First Tr Exchng Traded FD VI33740F755+$358.5KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Morningstar Total Stock Market ETF922908769+1.37 pp0.0% → 1.4%
- Gmo ETF Trust90139K100+0.92 pp0.0% → 0.9%
- State Street SPDR Portfolio S&P 500 ETF78464A854+0.54 pp15.9% → 16.5%
- Capital Group Growth ETF14020G101+0.46 pp6.0% → 6.5%
- iShares Tr464287150+0.28 pp1.0% → 1.3%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- VanEck Morningstar Wide Moat ETF92189F643−$3.42MReduced
- First Tr Exchng Traded FD VI33740U307−$133.0KReduced
- First Tr Exchng Traded FD VI33740F722−$95.8KReduced
- RTXRTX Corp
- Vanguard BD Index FDS92203C303−$31.6KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- VanEck Morningstar Wide Moat ETF92189F643−3.03 pp4.2% → 1.2%
- Vanguard BD Index FDS92203C303−0.28 pp2.0% → 1.7%
- CEGConstellation Energy Corp
- First Tr Exchng Traded FD VI33740U307−0.16 pp1.1% → 0.9%
- SPDR Index Shs FDS78463X509−0.12 pp2.9% → 2.7%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $123.6M
- +$15.7M (+14.5%) vs. prior quarter
- Positions
- 88
- +11 vs. prior quarter
- Top 10 concentration
- 58.9%
- Top 10 as share of value
- Turnover
- 3.3%
- Q2 2026, one quarter
- Average holding period
- 6.6 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $123.6M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 6, 2026 | 88 | $123.6M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P U.S. Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 7, 2026 | 77 | $107.9M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P US Value ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 14, 2026 | 81 | $113.8M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P U.S. Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 9, 2025 | 78 | $111.2M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P U.S. Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 15, 2025 | 78 | $104.4M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P U.S. Growth ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 8, 2025 | 71 | $90.8M | State Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFiShares Core S&P US Value ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 3, 2025 | 69 | $91.8M | State Street SPDR Portfolio S&P 500 ETFiShares Core S&P U.S. Growth ETFState Street SPDR Portfolio Developed World Ex-US ETF | – | SEC |