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LEGACY SOLUTIONS, LLC 13F portfolio summary

LEGACY SOLUTIONS, LLC of LEGACY SOLUTIONS, LLC has 77 current stock holdings with a reported portfolio value of $107.9M. The portfolio 1 year return is +14.90%. Top holdings include SPY (0.00%), BSV (0.00%), QQQ (0.00%), SPLG (16.33%), SPDW (8.47%).

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LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC
Latest filing: 2026-03-31

LEGACY SOLUTIONS, LLC runs LEGACY SOLUTIONS, LLC and currently holds 77 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $107.92M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LEGACY SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LEGACY SOLUTIONS, LLC's portfolio at LEGACY SOLUTIONS, LLC has delivered returns of +14.90%. Their 3-year annualized return is +11.22%. Looking at the 5-year horizon, LEGACY SOLUTIONS, LLC has achieved +11.22% annualized returns at LEGACY SOLUTIONS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.90%
#0/1000
3 Year
+11.22%
#0/1000
5 Year
+11.22%
#0/1000

Portfolio Value

$107.92M

Alpha Score

10.6

#0 of 1000

Holdings

77

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change