LEGACY SOLUTIONS, LLC
Q3 2025 13F Holdings
- Locationkennett square, PA
- Num holdings
78
- Value ($000)
$111,213
- Date Filed10/09/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $17.82M | 16 % | 227,496 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.09M | 8 % | 212,374 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $8.41M | 8 % | 51,096 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $7.36M | 7 % | 73,679 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $6.91M | 6 % | 157,302 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.09M | 6 % | 61,400 | ||
IVOO VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | $4.25M | 4 % | 38,478 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $3.55M | 3 % | 76,637 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $3.33M | 3 % | 71,227 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $2.56M | 2 % | 74,715 |
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