Legacy Solutions, LLC Top Holdings and 13F Report (2025) About Legacy Solutions, LLCInvestment ActivityLegacy Solutions, LLC has $104.38 million in total holdings as of June 30, 2025.Legacy Solutions, LLC owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.03% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Legacy Solutions, LLC has purchased 71 new stocks and bought additional shares in 43 stocks.Legacy Solutions, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $16,483,680SPDR Portfolio Developed World ex-US ETF $8,682,539iShares Core S&P U.S. Growth ETF $7,858,590iShares Core S&P U.S. Value ETF $6,946,613Capital Group Growth ETF $6,423,934 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $1,086,719 Holding464287614 - iShares Russell 1000 Growth ETF $276,915 Holding30231G102 - Exxon Mobil $245,413 Holding459200101 - International Business Machines $240,577 Holding46625H100 - JPMorgan Chase & Co. $228,733 Holding Largest Purchases this Quarter SPDR Gold Shares 3,565 shares (about $1.09M)SPDR Portfolio S&P 500 ETF 10,762 shares (about $782.29K)SPDR Portfolio Developed World ex-US ETF 6,971 shares (about $282.26K)iShares Russell 1000 Growth ETF 652 shares (about $276.92K)Vanguard Ultra-Short Bond ETF 4,976 shares (about $248.13K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 757 shares (about $71.00K)iShares MSCI USA Min Vol Factor ETF 524 shares (about $49.20K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 394 shares (about $39.61K)iShares Core S&P Total U.S. Stock Market ETF 246 shares (about $33.22K)FT Vest Nasdaq-100 Buffer ETF - September 600 shares (about $17.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$16,483,680$782,289 ▲5.0%226,76715.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,682,539$282,255 ▲3.4%214,4378.3%ETFIUSGiShares Core S&P U.S. Growth ETF$7,858,590$139,572 ▲1.8%52,2517.5%ManufacturingIUSViShares Core S&P U.S. Value ETF$6,946,613$134,659 ▲2.0%73,4086.7%ManufacturingCGGRCapital Group Growth ETF$6,423,934$130,284 ▲2.1%158,0306.2%ETFMOATVanEck Morningstar Wide Moat ETF$5,825,835$70,999 ▼-1.2%62,1165.6%ETFIVOOVanguard S&P Mid-Cap 400 ETF$4,023,347$119,782 ▲3.1%38,3253.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,243,580$123,626 ▲4.0%76,1403.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,103,258$126,125 ▲4.2%72,6083.0%ETFHTRBHartford Total Return Bond ETF$2,476,145$42,643 ▲1.8%73,1072.4%ETFFBNDFidelity Total Bond ETF$2,247,345$17,477 ▲0.8%49,1222.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,153,126$51 ▲0.0%84,1062.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,726,875$39,610 ▼-2.2%17,1771.7%ETFGSYInvesco Ultra Short Duration ETF$1,511,093$13,789 ▼-0.9%30,1371.4%ETFVUSBVanguard Ultra-Short Bond ETF$1,499,705$248,131 ▲19.8%30,0751.4%ETFFSKFS KKR Capital$1,295,085$22,161 ▲1.7%62,4141.2%FinanceFMBFirst Trust Managed Municipal ETF$1,265,386$15,345 ▼-1.2%25,3991.2%ManufacturingBSVVanguard Short-Term Bond ETF$1,144,091$79 ▲0.0%14,5371.1%ETFGLDSPDR Gold Shares$1,086,719$1,086,719 ▲New Holding3,5651.0%FinanceMSFTMicrosoft$1,067,490$149,727 ▲16.3%2,1461.0%Computer and TechnologyCEGConstellation Energy$1,021,858$11,619 ▲1.2%3,1661.0%EnergyNVDANVIDIA$973,570$155,152 ▲19.0%6,1620.9%Computer and TechnologyFSEPFT Vest U.S. Equity Buffer ETF - September$957,4340.0%19,9430.9%ETFAVGOBroadcom$933,476$58,997 ▲6.7%3,3860.9%Computer and TechnologyAAPLApple$800,488$86,367 ▲12.1%3,9020.8%Computer and TechnologyQQQInvesco QQQ$749,2140.0%1,3580.7%FinanceFAUGFT Vest U.S. Equity Buffer ETF - August$745,991$5,295 ▼-0.7%15,2150.7%ETFQQQMInvesco NASDAQ 100 ETF$740,5730.0%3,2610.7%ETFIVViShares Core S&P 500 ETF$730,670$11,174 ▼-1.5%1,1770.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$728,489$33,217 ▼-4.4%5,3950.7%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$574,162$16,530 ▼-2.8%10,6980.6%ManufacturingSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$560,250$11,288 ▼-2.0%11,7130.5%FinanceEXCExelon$534,066$608 ▼-0.1%12,3000.5%UtilitiesSPYSPDR S&P 500 ETF Trust$527,624$17,299 ▲3.4%8540.5%FinanceDSEPFT Vest U.S. Equity Deep Buffer ETF - September$470,1710.0%11,0890.5%ETFQSPTFT Vest Nasdaq-100 Buffer ETF - September$462,726$17,748 ▼-3.7%15,6430.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$461,8950.0%1,9220.4%ETFAMZNAmazon.com$461,158$45,414 ▲10.9%2,1020.4%Retail/WholesaleMSMorgan Stanley$433,105$27,888 ▲6.9%3,0750.4%FinanceVVisa$427,662$25,553 ▲6.4%1,2050.4%Business ServicesGOOGLAlphabet$410,213$55,858 ▲15.8%2,3280.4%Computer and TechnologyFMAYFT Vest U.S. Equity Buffer ETF - May$399,490$117,120 ▲41.5%7,9850.4%ETFGSThe Goldman Sachs Group$398,892$42,435 ▲11.9%5640.4%FinanceRTXRTX$391,404$27,019 ▲7.4%2,6800.4%AerospaceMSIMotorola Solutions$389,314$21,442 ▲5.8%9260.4%Computer and TechnologyMETAMeta Platforms$377,236$62,011 ▲19.7%5110.4%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$376,7660.0%11,8480.4%ETFWMTWalmart$369,014$34,320 ▲10.3%3,7740.4%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$358,643$8,268 ▼-2.3%13,5340.3%ETFCCitigroup$353,914$35,238 ▲11.1%4,1580.3%Financial ServicesJCIJohnson Controls International$343,687$24,821 ▲7.8%3,2540.3%ConstructionFMARFT Vest U.S. Equity Buffer ETF - March$319,3950.0%7,1230.3%ETFDHID.R. Horton$318,585$20,113 ▲6.7%2,4710.3%ConstructionPGProcter & Gamble$311,290$24,056 ▲8.4%1,9540.3%Consumer StaplesFNOVFT Vest U.S. Equity Buffer ETF - November$310,832$12,177 ▼-3.8%6,2030.3%ETFVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$307,0400.0%6,2300.3%ETFGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$279,5440.0%7,1770.3%ETFIWFiShares Russell 1000 Growth ETF$276,915$276,915 ▲New Holding6520.3%ETFSPGIS&P Global$272,376$30,557 ▲12.6%5170.3%FinanceCOPConocoPhillips$271,794$23,509 ▲9.5%3,0290.3%EnergyMEARiShares Short Maturity Municipal Bond Active ETF$259,4430.0%5,1610.2%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$258,560$19,901 ▲8.3%8,7440.2%ETFFIRST TR EXCHNG TRADED FD VI$252,8000.0%6,8940.2%FT VEST U.S EQTABTAbbott Laboratories$250,596$19,318 ▲8.4%1,8420.2%MedicalXOMExxon Mobil$245,413$245,413 ▲New Holding2,2770.2%EnergyIBMInternational Business Machines$240,577$240,577 ▲New Holding8160.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$239,992$248 ▲0.1%3,8700.2%ETFAPDAir Products and Chemicals$235,261$22,849 ▲10.8%8340.2%Basic MaterialsFOCTFT Vest U.S. Equity Buffer ETF - October$234,7740.0%5,2440.2%ETFJPMJPMorgan Chase & Co.$228,733$228,733 ▲New Holding7890.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$225,706$49,197 ▼-17.9%2,4040.2%ETFLHXL3Harris Technologies$224,820$224,820 ▲New Holding8960.2%AerospaceAEPAmerican Electric Power$223,790$20,128 ▲9.9%2,1570.2%UtilitiesZTSZoetis$220,927$19,021 ▲9.4%1,4170.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$219,059$1,162 ▲0.5%7,9170.2%ETFTSLATesla$212,832$212,832 ▲New Holding6700.2%Auto/Tires/TrucksAMTAmerican Tower$209,729$209,729 ▲New Holding9490.2%FinanceCMCSAComcast$201,424$201,424 ▲New Holding5,6440.2%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$0$266,399 ▼-100.0%00.0%ETFBDXBecton, Dickinson and Company$0$230,045 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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