LEGACY SOLUTIONS, LLC

CIK 0002053314 · KENNETT SQUARE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source

LEGACY SOLUTIONS, LLC reported 88 positions worth $123.6M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: SPYM (16.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$123.6M
2026 Q2
Positions
88
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.9%
Est. Net Flow (Q)
2026 Q2
10 / 88 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$20.4M16.49%231,860
2SPDWSPDR INDEX SHS FDSSH$9.9M8.03%197,021
3IUSGISHARES TRSH$8.4M6.77%44,454
4CGGRCAPITAL GROUP GROWTH ETFSH$8.0M6.51%170,451
5IUSVISHARES TRSH$7.8M6.34%71,120
6IVOOVANGUARD ADMIRAL FDS INCSH$4.8M3.90%36,939
7SPSMSPDR SERIES TRUSTSH$4.3M3.49%74,735
8SPEMSPDR INDEX SHS FDSSH$3.4M2.75%65,582
9HTRBHARTFORD FDS EXCHANGE TRADEDSH$3.0M2.47%90,400
10FBNDFIDELITY MERRIMACK STR TRSH$2.7M2.19%59,565

The free plan shows the top 10 positions. The remaining 78 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LEGACY SOLUTIONS, LLC hold as of Q2 2026?

LEGACY SOLUTIONS, LLC reported 88 positions worth $123.6M in its Q2 2026 13F filing. Largest positions: SPYM (16.5%), SPDW (8.0%), IUSG (6.8%), CGGR (6.5%) and IUSV (6.3%).

What did LEGACY SOLUTIONS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LEGACY SOLUTIONS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.