LEGACY SOLUTIONS, LLC
CIK 2053314 · Holdings on Jun 30, 2025 · First reported Jul 15, 2025
Top ten holdings
Q2 2025- SPYM15.79%
- SPDW8.32%
- IUSG7.53%
- IUSV6.66%
- CGGR6.15%
- MOAT5.58%
- IVOO3.85%
- SPSM3.11%
- SPEM2.97%
- HTRB2.37%
Share classes counted separately62.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IUSVWeight decreased · -0.66 pp7.32% → 6.66%Shares +1.42K (+1.98%)
- MOATWeight decreased · -0.51 pp6.09% → 5.58%Shares -757 (-1.20%)
- IUSGWeight increased · +0.35 pp7.18% → 7.53%Shares +928 (+1.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $16.48M | 15.79% | 226.77K shares | 15.65% → 15.79%+0.14 pp +10.76K (+4.98%) | Added | ↗▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $8.68M | 8.32% | 214.44K shares | 8.32% → 8.32%+0.00 pp +6.97K (+3.36%) | Added | ↗▾ |
| 03 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $7.86M | 7.53% | 52.25K shares | 7.18% → 7.53%+0.35 pp +928 (+1.81%) | Added | ↗▾ |
| 04 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $6.95M | 6.66% | 73.41K shares | 7.32% → 6.66%-0.66 pp +1.42K (+1.98%) | Added | ↗▾ |
| 05 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $6.42M | 6.15% | 158.03K shares | 5.84% → 6.15%+0.31 pp +3.21K (+2.07%) | Added | ↗▾ |
| 06 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $5.83M | 5.58% | 62.12K shares | 6.09% → 5.58%-0.51 pp -757 (-1.20%) | Reduced | ↗▾ |
| 07 | IVOOVANGUARD S&P MID-CAP 400 ETFMIDCP 400 IDX View history and evidence | $4.02M | 3.85% | 38.33K shares | 4.04% → 3.85%-0.19 pp +1.14K (+3.07%) | Added | ↗▾ |
| 08 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $3.24M | 3.11% | 76.14K shares | 3.29% → 3.11%-0.18 pp +2.90K (+3.96%) | Added | ↗▾ |
| 09 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $3.10M | 2.97% | 72.61K shares | 3.02% → 2.97%-0.05 pp +2.95K (+4.24%) | Added | ↗▾ |
| 10 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $2.48M | 2.37% | 73.11K shares | 2.68% → 2.37%-0.31 pp +1.26K (+1.75%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| COWZ PACER US CASH COWS 100 ETF | Non-derivative | -4,865 | -$266.40K | SEC filing ↗ | SEC filing ↗ |
| BDX BECTON DICKINSON AND CO | Non-derivative | -1,004 | -$230.04K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2053314 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 15, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104379798
}Research all 78 reported holdings.
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