LEGACY SOLUTIONS, LLC
Q2 2026 13F Holdings
- Locationkennett square, PA
- Num holdings
88
- Value ($000)
$123,578
- Date Filed 07/06/2026
- Form type13F-HR
- CIK 0002053314
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $20.38M | 17 % | 231,860 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $9.93M | 8 % | 197,021 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | $8.36M | 7 % | 44,454 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $8.05M | 7 % | 170,451 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | $7.83M | 6 % | 71,120 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | $4.82M | 4 % | 36,939 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | $4.31M | 4 % | 74,735 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | $3.4M | 3 % | 65,582 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $3.05M | 3 % | 90,400 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $2.71M | 2 % | 59,565 |
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