Legacy Solutions, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002053314

Type: FundHoldings: 71Value: $90.8MLatest: 2025Q1

LEGACY SOLUTIONS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 71 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "APD",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "MS",
  "EXC",
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  "SPGI",
  "RTX",
  "SPDW",
  null,
  null,
  "SPLG",
  "IVOO",
  null,
  "FSK",
  null,
  "AEP",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "BSV",
  "VUSB",
  "V",
  "WMT",
  "IUSG",
  "SCHD",
  "JCI",
  null,
  "MTUM",
  "IUSV",
  null,
  "BDX",
  "C",
  "COP",
  "CEG",
  "USMV",
  "QQQ",
  null,
  "ITOT",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 71
Total Value: 90784691
Accession Number: 0002053314-25-000002
Form Type: 13F-HR
CIK: legacy-solutions
Manager Name: Legacy-Solutions

Data Enrichment

59% identified

42 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

71 positions • $90.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:216.0K

Value:$14.2M

% of Portfolio:15.6% ($14.2M/$90.8M)

78463X889

SPDW|78463X889

Shares:207.5K

Value:$7.6M

% of Portfolio:8.3% ($7.6M/$90.8M)

464287663

IUSV|464287663

Shares:72.0K

Value:$6.6M

% of Portfolio:7.3% ($6.6M/$90.8M)

464287671

IUSG|464287671

Shares:51.3K

Value:$6.5M

% of Portfolio:7.2% ($6.5M/$90.8M)

92189F643

Shares:62.9K

Value:$5.5M

% of Portfolio:6.1% ($5.5M/$90.8M)

14020G101

Shares:154.8K

Value:$5.3M

% of Portfolio:5.8% ($5.3M/$90.8M)

921932885

IVOO|921932885

Shares:37.2K

Value:$3.7M

% of Portfolio:4.0% ($3.7M/$90.8M)

78468R853

Shares:73.2K

Value:$3.0M

% of Portfolio:3.3% ($3.0M/$90.8M)

78463X509

Shares:69.7K

Value:$2.7M

% of Portfolio:3.0% ($2.7M/$90.8M)

41653L305

Shares:71.8K

Value:$2.4M

% of Portfolio:2.7% ($2.4M/$90.8M)

316188309

Shares:48.7K

Value:$2.2M

% of Portfolio:2.5% ($2.2M/$90.8M)

78464A649

Shares:84.1K

Value:$2.1M

% of Portfolio:2.4% ($2.1M/$90.8M)

72201R833

Shares:17.6K

Value:$1.8M

% of Portfolio:1.9% ($1.8M/$90.8M)

46090A887

Shares:30.4K

Value:$1.5M

% of Portfolio:1.7% ($1.5M/$90.8M)

33739N108

Shares:25.7K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$90.8M)

FS KKR Capital Corp

FSK|302635206

Shares:61.3K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$90.8M)

92203C303

VUSB|92203C303

Shares:25.1K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$90.8M)

921937827

BSV|921937827

Shares:14.5K

Value:$1.1M

% of Portfolio:1.3% ($1.1M/$90.8M)

33740U307

Shares:19.9K

Value:$888.5K

% of Portfolio:1.0% ($888.5K/$90.8M)

Apple Inc.

AAPL|037833100

Shares:3.5K

Value:$773.2K

% of Portfolio:0.9% ($773.2K/$90.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	216.0K	QoQ +1.73% (-3.7K) YoY-	All Managers (Combined)	$14.2M	15.6% ($14.2M/$90.8M)	QoQ -2.95% (-$432.6K) YoY-
(SPDWcusip78463X889)	207.5K	QoQ +2.73% (+5.5K) YoY-	All Managers (Combined)	$7.6M	8.3% ($7.6M/$90.8M)	QoQ +9.59% (+$661.5K) YoY-
(IUSVcusip464287663)	72.0K	QoQ +3.22% (+2.3K) YoY-	All Managers (Combined)	$6.6M	7.3% ($6.6M/$90.8M)	QoQ +2.89% (+$186.7K) YoY-
(IUSGcusip464287671)	51.3K	QoQ +1.98% (-999) YoY-	All Managers (Combined)	$6.5M	7.2% ($6.5M/$90.8M)	QoQ -6.99% (-$490.6K) YoY-
(cusip92189F643)✕	62.9K	QoQ -4.39% (-2.9K) YoY-	All Managers (Combined)	$5.5M	6.1% ($5.5M/$90.8M)	QoQ -9.26% (-$565.0K) YoY-
(cusip14020G101)✕	154.8K	QoQ -0.54% (-843) YoY-	All Managers (Combined)	$5.3M	5.8% ($5.3M/$90.8M)	QoQ -8.35% (-$483.4K) YoY-
(IVOOcusip921932885)	37.2K	QoQ +2.80% (-1.0K) YoY-	All Managers (Combined)	$3.7M	4.0% ($3.7M/$90.8M)	QoQ -3.82% (-$146.0K) YoY-
(cusip78468R853)✕	73.2K	QoQ +3.56% (-2.5K) YoY-	All Managers (Combined)	$3.0M	3.3% ($3.0M/$90.8M)	QoQ -6.02% (-$191.5K) YoY-
(cusip78463X509)✕	69.7K	QoQ +3.20% (+2.2K) YoY-	All Managers (Combined)	$2.7M	3.0% ($2.7M/$90.8M)	QoQ +5.88% (+$152.5K) YoY-
(cusip41653L305)✕	71.8K	QoQ +5.71% (+3.9K) YoY-	All Managers (Combined)	$2.4M	2.7% ($2.4M/$90.8M)	QoQ +7.40% (+$167.6K) YoY-
(cusip316188309)✕	48.7K	QoQ +2.82% (+1.3K) YoY-	All Managers (Combined)	$2.2M	2.5% ($2.2M/$90.8M)	QoQ +4.61% (+$98.2K) YoY-
(cusip78464A649)✕	84.1K	QoQ +2.67% (+2.2K) YoY-	All Managers (Combined)	$2.1M	2.4% ($2.1M/$90.8M)	QoQ +4.93% (+$101.0K) YoY-
(cusip72201R833)✕	17.6K	QoQ +4.45% (+750) YoY-	All Managers (Combined)	$1.8M	1.9% ($1.8M/$90.8M)	QoQ +4.74% (+$80.1K) YoY-
(cusip46090A887)✕	30.4K	QoQ +9.71% (+2.7K) YoY-	All Managers (Combined)	$1.5M	1.7% ($1.5M/$90.8M)	QoQ +9.73% (+$135.3K) YoY-
(cusip33739N108)✕	25.7K	QoQ -0.39% (-103) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$90.8M)	QoQ -1.54% (-$20.4K) YoY-
FS KKR Capital Corp(FSKcusip302635206)	61.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$90.8M)	QoQ -3.54% (-$47.2K) YoY-
(VUSBcusip92203C303)	25.1K	QoQ +3.36% (+816) YoY-	All Managers (Combined)	$1.3M	1.4% ($1.3M/$90.8M)	QoQ +3.84% (+$46.4K) YoY-
(BSVcusip921937827)	14.5K	QoQ +6.06% (+831) YoY-	All Managers (Combined)	$1.1M	1.3% ($1.1M/$90.8M)	QoQ +7.45% (+$78.9K) YoY-
(cusip33740U307)✕	19.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$888.5K	1.0% ($888.5K/$90.8M)	QoQ -2.50% (-$22.8K) YoY-
Apple Inc.(AAPLcusip037833100)	3.5K	QoQ +3.20% (-108) YoY-	All Managers (Combined)	$773.2K	0.9% ($773.2K/$90.8M)	QoQ -8.47% (-$71.6K) YoY-