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Legacy Solutions LLC Portfolio holdings
AUM
$131M
Turnover
9.57%
1-Year Est. Return
12.31%
This Fund
S&P 500
This Quarter
Est. Return
+2.2%
1 Year Est. Return
+12.31%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$2.61M
(+2.3%)
Cap. Flow
+$293K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
61.32%
Holding
83
New
5
Increased
40
Reduced
24
Closed
2
Avg Time Held
0.9
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$412K |
| 2 |
FT Vest US Equity Buffer ETF December
FDEC
|
+$407K |
| 3 |
Akre Focus ETF
AKRE
|
+$257K |
| 4 |
FT Vest International Equity Buffer ETF September
YSEP
|
+$230K |
| 5 |
Medtronic
MDT
|
+$209K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$596K |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$335K |
| 3 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$306K |
| 4 |
Capital Group Growth ETF
CGGR
|
+$227K |
| 5 |
FS KKR Capital
FSK
|
+$219K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.25% |
| 2 | Technology | 4.46% |
| 3 | Financials | 2.77% |
| 4 | Utilities | 1.63% |
| 5 | Consumer Discretionary | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$52.8B
| $227K | 0.2% |
1,172
+59
| +5% | +$11.2K |
2025 Q3
1 quarter
|
|
77
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $221K | 0.19% |
2,349
| – | – |
2024 Q4
4 quarters
|
|
78
Air Products & Chemicals
APD
$66B
| $215K | 0.19% |
871
+49
| +6% | +$12.4K |
2024 Q4
4 quarters
|
|
79
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.45B
| $210K | 0.18% |
4,170
-2,105
| -34% | -$106K |
2024 Q4
4 quarters
|
|
|
80
Medtronic
MDT
$122B
| $206K | 0.18% |
+2,147
| New | +$209K |
2025 Q4
0 quarters
|
|
81
FT Vest Growth-100 Buffer ETF December
QDEC
$700M
| $203K | 0.18% |
+6,237
| New | +$198K |
2025 Q4
0 quarters
|
|
82
Berkshire Hathaway Class B
BRK.B
$1.13T
| – | – |
-403
| Closed | -$203K | – |
|
83
Zoetis
ZTS
$32.4B
| – | – |
-1,390
| Closed | -$203K | – |
|
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PCOTEOTHU
Legacy Solutions LLC's Q4 2025 Portfolio in Review
As of Q4 2025, Legacy Solutions LLC held 83 positions worth $114M, up 2.3% from $111M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Legacy Solutions LLC's Q4 2025 filing shows 5 new, 40 increased, 24 reduced and 2 closed positions. Its largest new stake was FT Vest US Equity Buffer ETF December: 8,145 shares worth $417K. The largest sale was iShares Core S&P US Growth ETF, an estimated $596K.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Financials.
- Legacy Solutions LLC's largest Q4 2025 buy was FT Vest US Equity Buffer ETF December: 8,145 shares worth $417K.
- Legacy Solutions LLC added most to Vanguard Ultra-Short Bond ETF in Q4 2025, an estimated $412K increase.
- Legacy Solutions LLC's biggest Q4 2025 reduction was iShares Core S&P US Growth ETF, cutting an estimated $596K.
- Legacy Solutions LLC fully exited Zoetis in Q4 2025, selling an estimated $203K.
- Legacy Solutions LLC's ten largest holdings make up 61% of its $114M portfolio in Q4 2025.
- Legacy Solutions LLC opened 5 new positions and closed 2 in Q4 2025.
- Legacy Solutions LLC's portfolio value rose 2.3% quarter-over-quarter to $114M.
Based on Legacy Solutions LLC's 13F filing for Q4 2025, filed 14 Jan 2026.