LEGACY SOLUTIONS, LLC
Q2 2025 13F Holdings
- Locationkennett square, PA
- Num holdings
78
- Value ($000)
$104,380
- Date Filed07/15/2025
- Form type13F-HR
- CIK0002053314
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $16.48M | 16 % | 226,767 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $8.68M | 8 % | 214,437 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $7.86M | 8 % | 52,251 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $6.95M | 7 % | 73,408 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $6.42M | 6 % | 158,030 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $5.83M | 6 % | 62,116 | ||
IVOO VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | $4.02M | 4 % | 38,325 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $3.24M | 3 % | 76,140 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $3.10M | 3 % | 72,608 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $2.48M | 2 % | 73,107 |
Rows Per Page
10
- 10
- 50
- 100