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LEGACY SOLUTIONS, LLC
LEGACY SOLUTIONS, LLC
Latest filing: 2026-06-30
LEGACY SOLUTIONS, LLC runs LEGACY SOLUTIONS, LLC and currently holds 88 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $123.58M. Their top holdings are SPDW, IUSG, CGGR, IUSV, IVOO. The top five represent 31.5% of reported portfolio weight. LEGACY SOLUTIONS, LLC ranks #931 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEGACY SOLUTIONS, LLC initiated 8 new positions. They added to 41 existing positions. They trimmed 17 positions. Their current best-performing preview position is MTUM with returns of +42.85%.
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88 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPDW SPDR INDEX SHS FDS | 8.03% | $34.52 | $52.01 | +50.67% | Added +0.81% |
 IUSG ISHARES TR | 6.77% | $139.31 | $189.82 | +36.26% | Trimmed -0.10% |
 CGGR CAPITAL GROUP GROWTH ETF | 6.51% | $37.89 | $46.99 | +24.02% | Added +4.96% |
 IUSV ISHARES TR | 6.34% | $92.91 | $114.87 | +23.64% | Added +0.63% |
 IVOO VANGUARD ADMIRAL FDS INC | 3.90% | $105.60 | $129.91 | +23.02% | Added +0.46% |
 SPSM SPDR SERIES TRUST | 3.49% | $44.81 | $57.26 | +27.78% | Added +0.24% |
 SPEM SPDR INDEX SHS FDS | 2.75% | $38.64 | $52.39 | +35.57% | Trimmed -0.68% |
 HTRB HARTFORD FDS EXCHANGE TRADED | 2.47% | $33.45 | $33.24 | -0.63% | Added +11.34% |
 FBND FIDELITY MERRIMACK STR TR | 2.19% | $45.04 | $44.89 | -0.34% | Added +8.05% |
 SPAB SPDR SERIES TRUST | 2.12% | $25.12 | $25.10 | -0.08% | Added +8.02% |
Showing 1-10 of 88