Legacy Solutions LLC Portfolio holdings
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$1.08M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$724K |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$267K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$249K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$247K |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$266K |
| 2 |
Becton Dickinson
BDX
|
+$230K |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$66.4K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$48.2K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$39.5K |
Sector Composition
| 1 | Technology | 4.22% |
| 2 | Financials | 3.27% |
| 3 | Utilities | 1.71% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Communication Services | 0.95% |
Similar funds
Legacy Solutions LLC's Q2 2025 Portfolio in Review
As of Q2 2025, Legacy Solutions LLC held 80 positions worth $104M, up 15% from $90.8M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Legacy Solutions LLC deployed $5.12M of net new capital in Q2 2025, opening 9 new positions and adding to 43 existing holdings. Its largest new stake was SPDR Gold Trust: 3,565 shares worth $1.09M.
By sector, the portfolio is most concentrated in Technology at 4.2% of assets, up from 3.2% a quarter earlier, followed by Financials and Utilities.
On the sell side, the largest reduction was VanEck Morningstar Wide Moat ETF, an estimated $66.4K trimmed.
- Legacy Solutions LLC's largest Q2 2025 buy was SPDR Gold Trust: 3,565 shares worth $1.09M.
- Legacy Solutions LLC added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $724K increase.
- Legacy Solutions LLC's biggest Q2 2025 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $66.4K.
- Legacy Solutions LLC fully exited Pacer US Cash Cows 100 ETF in Q2 2025, selling an estimated $266K.
- Legacy Solutions LLC's ten largest holdings make up 62% of its $104M portfolio in Q2 2025.
- Legacy Solutions LLC opened 9 new positions and closed 2 in Q2 2025.
- Legacy Solutions LLC's portfolio value rose 15% quarter-over-quarter to $104M.
Based on Legacy Solutions LLC's 13F filing for Q2 2025, filed 15 Jul 2025.