LEGACY SOLUTIONS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    kennett square, PA
  • CIK
    0002053314
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

78

$104.38M
KRE, SPDW, IUSG, IUSV
13F-HR
Jul 15, 2025
000205331425000005

71

$90.78M
KRE, SPDW, IUSV, IUSG
13F-HR
Apr 8, 2025
000205331425000002

69

$91.77M
KRE, IUSG, SPDW, IUSV
13F-HR
Feb 3, 2025
000205331425000001
Legacy Solutions, Llc 13F Filings