StockDriftsStockDriftsTop 50 Legacy Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 16.49% | 231.9K | $20.4M | +3.12%(+7.02K) | $68.71(+32.49%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 8.03% | 197.0K | $9.9M | +0.81%(+1.58K) | $36.01(+43.64%) | 2026-06-30 | |
| IUSG | ISHARES TR | 6.77% | 44.5K | $8.4M | -0.10%(-44) | $135.64(+42.84%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.51% | 170.5K | $8.0M | +4.96%(+8.05K) | $36.72(+28.13%) | 2026-06-30 | |
| IUSV | ISHARES TR | 6.34% | 71.1K | $7.8M | +0.63%(+447) | $94.17(+21.84%) | 2026-06-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.9% | 36.9K | $4.8M | +0.46%(+168) | $105.58(+25.21%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 3.49% | 74.7K | $4.3M | +0.24%(+176) | $45.07(+28.31%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.75% | 65.6K | $3.4M | -0.68%(-448) | $39.90(+31.17%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.47% | 90.4K | $3.0M | +11.34%(+9.21K) | $34.06(-2.35%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.19% | 59.6K | $2.7M | +8.05%(+4.44K) | $45.78(-1.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.63% |
Legacy Solutions LLC reports $123.58M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (16.5%), SPDW (8.0%) and IUSG (6.8%). The top 20 holdings account for 73.64% of reported assets. Its disclosed equity book has returned +21.65% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053314). View Legacy Solutions LLC’s 13F filings on SEC