LS

LEGACY SOLUTIONS, LLC

13F
LEGACY SOLUTIONS, LLC
Last update 2025-07-16 78 Stocks (9 new)
Value $104.00 Mil Turnover 6 %
Countries:
Top Holdings: SPLG(15.79%)SPDW(8.32%)IUSG(7.53%)IUSV(6.66%)CGGR(6.15%)
Summary Stock Picks Current Portfolio
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
+19.60%
+7.78%
76,985.6
 
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
+12.67%
+19.87%
26,951.4
 
IUSG
ISHARES TRUST
52,251
7,858.6
+1.81%
7.530
+0.13%
0.030
+26.76%
+10.47%
23,915.2
 
IUSV
ISHARES TRUST
73,408
6,946.6
+1.98%
6.660
+0.13%
0.030
+12.02%
+4.19%
21,180.3
 
CGGR
Capital Group Growth ETF
158,030
6,423.9
+2.07%
6.150
+0.12%
0.050
+27.19%
+11.11%
13,544.8
 
MOAT
VanEck Morningstar Wide Moat ETF
62,116
5,825.8
-1.20%
5.580
-0.07%
0.050
+18.48%
+3.63%
12,795.7
 
IVOO
Vanguard S&P Mid-Cap 400 ETF
38,325
4,023.3
+3.07%
3.850
+0.11%
0.160
+16.09%
+2.47%
2,613.4
 
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
+16.57%
-2.16%
11,667.3
 
SPEM
SPDR Portfolio Emerging Markets ETF
72,608
3,103.3
+4.24%
2.970
+0.12%
0.030
+16.74%
+14.83%
12,541.0
 
HTRB
Hartford Total Return Bond ETF
73,107
2,476.2
+1.75%
2.370
+0.04%
0.120
+1.57%
+3.05%
2,013.4
 

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
$308.39
1.92%
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
$73.84
9.85%
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
$55.76
5.25%
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
$434.26
13.64%
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
$40.22
4.99%
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
$178.85
-2.80%
Sold Out
0
-1,004
XOM
Exxon Mobil Corp
2025-06-30
New Buy
New Buy
+0.24%
●
99.93 ($107.09) 119.04
$107.77
0.63%
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
$49.79
0.22%
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
$285.87
11.02%
New holding
816
816
JPM
JPMorgan Chase & Co
2025-06-30
New Buy
New Buy
+0.22%
●
210.28 ($255.03) 289.91
$291.27
14.21%
New holding
789
789

LEGACY SOLUTIONS, LLC Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

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

Size field:

LEGACY SOLUTIONS, LLC's Holdings Bubble Chart

LEGACY SOLUTIONS, LLC News

  • 1

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