LEGACY SOLUTIONS, LLC

Q3 2025 13F Holdings

  • Location
    kennett square, PA
  • Num holdings

    78

  • Value ($000)

    $111,213

  • Date Filed
    10/09/2025
  • Form type
    13F-HR
  • CIK
    0002053314
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$17.82M
16 %

227,496

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$9.09M
8 %

212,374

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$8.41M
8 %

51,096

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$7.36M
7 %

73,679

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$6.91M
6 %

157,302

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$6.09M
6 %

61,400

I
IVOO

VANGUARD ADMIRAL FDS INC

MIDCP 400 IDX
921932885
$4.25M
4 %

38,478

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$3.55M
3 %

76,637

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$3.33M
3 %

71,227

H
HTRB

HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF
41653L305
$2.56M
2 %

74,715

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