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LEGACY SOLUTIONS, LLC

13F
LEGACY SOLUTIONS, LLC
Last update 2025-07-16 78 Stocks (9 new)
Value $104.00 Mil Turnover 6 %
Countries:
LEGACY SOLUTIONS, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
226,767
16,483.7
+4.98%
15.790
+0.75%
0.020
+16.67%
+9.14%
78,281.9
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
214,437
8,682.5
+3.36%
8.320
+0.27%
0.030
+12.44%
+23.34%
27,732.3
 
IUSG
ISHARES TRUST
52,251
7,858.6
+1.81%
7.530
+0.13%
0.030
+21.88%
+11.47%
24,017.6
 
IUSV
ISHARES TRUST
73,408
6,946.6
+1.98%
6.660
+0.13%
0.030
+10.78%
+5.93%
21,445.9
 
CGGR
Capital Group Growth ETF
158,030
6,423.9
+2.07%
6.150
+0.12%
0.050
+21.52%
+11.72%
14,254.1
 
MOAT
VanEck Morningstar Wide Moat ETF
62,116
5,825.8
-1.20%
5.580
-0.07%
0.050
+16.62%
+6.92%
13,136.9
 
IVOO
Vanguard S&P Mid-Cap 400 ETF
38,325
4,023.3
+3.07%
3.850
+0.11%
0.160
+12.99%
+3.37%
2,637.0
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
76,140
3,243.6
+3.96%
3.110
+0.12%
0.030
+13.53%
-1.27%
11,781.0
 
SPEM
SPDR Portfolio Emerging Markets ETF
72,608
3,103.3
+4.24%
2.970
+0.12%
0.030
+13.58%
+16.21%
12,692.5
 
HTRB
Hartford Total Return Bond ETF
73,107
2,476.2
+1.75%
2.370
+0.04%
0.120
+1.27%
+3.21%
2,019.5
 

LEGACY SOLUTIONS, LLC's Historical Top Holdings Breakdowns

LEGACY SOLUTIONS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD
SPDR Gold Shares ETF
2025-06-30
New Buy
New Buy
+1.04%
273.71 ($302.58) 316.29
$310.66
2.67%
New holding
3,565
3,565
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.75%
58.41 ($67.22) 72.69
$74.78
11.24%
Add 4.98%
226,767
10,762
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Sold Out
Sold Out
-0.29%
47.46 ($52.98) 55.3
$57.17
7.92%
Sold Out
0
-4,865
IWF
iShares Russell 1000 Growth ETF
2025-06-30
New Buy
New Buy
+0.27%
320.42 ($382.13) 424.58
$438.14
14.66%
New holding
652
652
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Add
Add
+0.27%
32.66 ($38.31) 40.75
$41.39
8.03%
Add 3.36%
214,437
6,971
BDX
Becton Dickinson & Co
2025-06-30
Sold Out
Sold Out
-0.25%
165.15 ($184.01) 229.06
$184.69
0.37%
Sold Out
0
-1,004
XOM
Exxon Mobil Corp
2025-06-30
New Buy
New Buy
+0.24%
99.93 ($107.09) 119.04
$110.67
3.35%
New holding
2,277
2,277
VUSB
Vanguard Ultra-Short Bond ETF
2025-06-30
Add
Add
+0.24%
49.49 ($49.68) 49.87
$49.80
0.23%
Add 19.83%
30,075
4,976
IBM
International Business Machines Corp
International Business Machines Corp
2025-06-30
New Buy
New Buy
+0.23%
221.03 ($257.49) 294.78
$259.11
0.63%
New holding
816
816
JPM
JPMorgan Chase & Co
2025-06-30
New Buy
New Buy
+0.22%
210.28 ($255.03) 289.91
$299.42
17.40%
New holding
789
789

LEGACY SOLUTIONS, LLC Total Holding History ($B)

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LEGACY SOLUTIONS, LLC's Asset Allocation

To

LEGACY SOLUTIONS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LEGACY SOLUTIONS, LLC's Hypothetical Growth since 2025-06-30

LEGACY SOLUTIONS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LEGACY SOLUTIONS, LLC's Holdings Heat Map

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LEGACY SOLUTIONS, LLC's Holdings Bubble Chart

LEGACY SOLUTIONS, LLC News

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