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Legacy Solutions LLC Portfolio holdings
AUM
$131M
1-Year Est. Return
12.31%
This Fund
S&P 500
This Quarter
Est. Return
+11.47%
1 Year Est. Return
+12.31%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$15.7M
(+15%)
Cap. Flow
+$4.62M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
58.93%
Holding
88
New
11
Increased
38
Reduced
18
Closed
–
Avg Time Held
4.7
quarters
Top 10 Avg Time Held
5.4
quarters
Top 20 Avg Time Held
5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.63M |
| 2 |
GMO US Quality ETF
QLTY
|
+$1.1M |
| 3 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$599K |
| 4 |
Capital Group Growth ETF
CGGR
|
+$364K |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$352K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$3.33M |
| 2 |
FT Vest US Equity Buffer ETF September
FSEP
|
+$130K |
| 3 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$94.5K |
| 4 |
RTX Corp
RTX
|
+$36.5K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$31.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 87.72% |
| 2 | Technology | 4.75% |
| 3 | Financials | 2.19% |
| 4 | Utilities | 1.31% |
| 5 | Industrials | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
FT Vest US Equity Buffer ETF March
FMAR
$1.21B
| $399K | 0.32% |
7,631
| – | – |
2024 Q4
6 quarters
|
|
52
Visa
V
$744B
| $393K | 0.32% |
1,144
+21
| +2% | +$6.74K |
2024 Q4
6 quarters
|
|
53
FT Vest US Equity Buffer ETF October
FOCT
$1.22B
| $390K | 0.32% |
7,458
| – | – |
2024 Q4
6 quarters
|
|
54
Motorola Solutions
MSI
$74.3B
| $342K | 0.28% |
822
| – | – |
2024 Q4
6 quarters
|
|
55
FT Vest US Equity Buffer ETF April
FAPR
$1.35B
| $338K | 0.27% |
+7,232
| New | +$332K |
2026 Q2
0 quarters
|
|
56
ConocoPhillips
COP
$169B
| $324K | 0.26% |
3,112
-15
| -0.5% | -$1.78K |
2024 Q4
6 quarters
|
|
57
ExxonMobil
XOM
$716B
| $321K | 0.26% |
2,348
+14
| +0.6% | +$2.1K |
2025 Q2
4 quarters
|
|
58
FT Vest US Equity Moderate Buffer ETF March
GMAR
$429M
| $318K | 0.26% |
7,177
| – | – |
2025 Q1
5 quarters
|
|
59
American Electric Power
AEP
$68.4B
| $304K | 0.25% |
2,219
+13
| +0.6% | +$1.71K |
2025 Q1
5 quarters
|
|
60
iShares Russell 1000 Growth ETF
IWF
$130B
| $298K | 0.24% |
2,399
-129
| -5% | -$15.6K |
2025 Q2
4 quarters
|
|
61
FT Vest Growth-100 Buffer ETF June
QJUN
$738M
| $297K | 0.24% |
8,782
| – | – |
2024 Q4
6 quarters
|
|
62
Tesla
TSLA
$1.48T
| $294K | 0.24% |
699
+18
| +3% | +$7.16K |
2025 Q2
4 quarters
|
|
63
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $292K | 0.24% |
3,792
+609
| +19% | +$44.7K |
2024 Q4
6 quarters
|
|
64
ARK Innovation ETF
ARKK
$9.07B
| $287K | 0.23% |
3,552
+137
| +4% | +$10.5K |
2025 Q3
3 quarters
|
|
65
Procter & Gamble
PG
$355B
| $283K | 0.23% |
1,928
+71
| +4% | +$10.3K |
2024 Q4
6 quarters
|
|
66
Schwab US Large-Cap Value ETF
SCHV
$15.4B
| $279K | 0.23% |
8,008
+210
| +3% | +$6.92K |
2024 Q4
6 quarters
|
|
67
TSMC
TSM
$2.31T
| $270K | 0.22% |
+566
| New | +$230K |
2026 Q2
0 quarters
|
|
68
Berkshire Hathaway Class B
BRK.B
$1.11T
| $267K | 0.22% |
534
+41
| +8% | +$19.7K |
2026 Q1
1 quarter
|
|
69
FT Vest US Equity Moderate Buffer ETF September
GSEP
$361M
| $264K | 0.21% |
6,450
| – | – |
2024 Q4
6 quarters
|
|
70
JPMorgan US Tech Leaders ETF
JTEK
$4.79B
| $256K | 0.21% |
+2,292
| New | +$227K |
2026 Q2
0 quarters
|
|
71
L3Harris
LHX
$43.7B
| $251K | 0.2% |
865
+10
| +1% | +$3.18K |
2025 Q2
4 quarters
|
|
72
FT Vest US Equity Buffer ETF November
FNOV
$1.27B
| $247K | 0.2% |
4,221
| – | – |
2024 Q4
6 quarters
|
|
73
FT Vest International Equity Buffer ETF September
YSEP
$132M
| $247K | 0.2% |
8,955
| – | – |
2025 Q4
2 quarters
|
|
74
Air Products & Chemicals
APD
$64.3B
| $245K | 0.2% |
835
+25
| +3% | +$7.27K |
2024 Q4
6 quarters
|
|
75
Meta Platforms (Facebook)
META
$1.94T
| $244K | 0.2% |
433
-9
| -2% | -$5.5K |
2024 Q4
6 quarters
|
|
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PCOTEOTHU
Legacy Solutions LLC's Q2 2026 Portfolio in Review
As of Q2 2026, Legacy Solutions LLC held 88 positions worth $124M, up 15% from $108M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Legacy Solutions LLC deployed $4.62M of net new capital in Q2 2026, opening 11 new positions and adding to 38 existing holdings. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 4,572 shares worth $1.69M.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 88% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was VanEck Morningstar Wide Moat ETF, an estimated $3.33M trimmed.
- Legacy Solutions LLC's largest Q2 2026 buy was Vanguard Morningstar Total Stock Market ETF: 4,572 shares worth $1.69M.
- Legacy Solutions LLC added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $599K increase.
- Legacy Solutions LLC's biggest Q2 2026 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $3.33M.
- Legacy Solutions LLC's ten largest holdings make up 59% of its $124M portfolio in Q2 2026.
- Legacy Solutions LLC opened 11 new positions and closed 0 in Q2 2026.
- Legacy Solutions LLC's portfolio value rose 15% quarter-over-quarter to $124M.
Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.