StockDriftsStockDriftsTop 50 Legacy Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.83% | 230.9K | $20.7M | -0.44%(-1.01K) | $68.71(+31.31%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.63% | 199.0K | $10.0M | +1.00%(+1.98K) | $36.15(+36.25%) | 2026-09-30 | |
| IUSG | ISHARES TR | 6.76% | 45.7K | $8.9M | +2.76%(+1.23K) | $137.12(+39.31%) | 2026-09-30 | |
| IUSV | ISHARES TR | 6.22% | 73.8K | $8.1M | +3.83%(+2.72K) | $94.76(+19.94%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.98% | 165.2K | $7.8M | -3.10%(-5.29K) | $36.72(+27.70%) | 2026-09-30 | |
| JIVE | J P MORGAN EXCHANGE TRADED F | 4.68% | 64.4K | $6.1M | new | $93.38(+0.60%) | 2026-09-30 | |
| IVOO | VANGUARD ADMIRAL FDS INC | 3.55% | 38.1K | $4.6M | +3.21%(+1.19K) | $106.22(+15.34%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 3.1% | 76.7K | $4.1M | +2.62%(+1.96K) | $45.33(+16.52%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.65% | 66.9K | $3.5M | +2.06%(+1.35K) | $40.14(+26.22%) | 2026-09-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.45% | 100.3K | $3.2M | +10.90%(+9.86K) | $33.95(-4.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.71% |
Legacy Solutions LLC reports $130.94M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (15.8%), SPDW (7.6%) and IUSG (6.8%). The top 20 holdings account for 74.02% of reported assets. Its disclosed equity book has returned +21.61% cumulatively over 7 quarters. Figures reflect the Q3 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