Legacy Solutions, LLC Top Holdings and 13F Report (2025) About Legacy Solutions, LLCInvestment ActivityLegacy Solutions, LLC has $111.21 million in total holdings as of September 30, 2025.Legacy Solutions, LLC owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 2.01% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Legacy Solutions, LLC has purchased 78 new stocks and bought additional shares in 36 stocks.Legacy Solutions, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $17,822,000SPDR Portfolio Developed World ex-US ETF $9,087,462iShares Core S&P U.S. Growth ETF $8,407,255iShares Core S&P U.S. Value ETF $7,364,182Capital Group Growth ETF $6,908,710 Largest New Holdings this Quarter 33740U208 - FT Vest U.S. Equity Buffer ETF - July $238,787 Holding075887109 - Becton, Dickinson and Company $208,384 Holding084670702 - Berkshire Hathaway $202,604 Holding00214Q104 - ARK Innovation ETF $200,216 Holding Largest Purchases this Quarter FT Vest U.S. Equity Buffer ETF - July 4,363 shares (about $238.79K)Becton, Dickinson and Company 1,113 shares (about $208.38K)Berkshire Hathaway 403 shares (about $202.60K)ARK Innovation ETF 2,320 shares (about $200.22K)First Trust Managed Municipal ETF 3,579 shares (about $181.46K) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 1,155 shares (about $190.04K)SPDR Portfolio Developed World ex-US ETF 2,063 shares (about $88.28K)VanEck Morningstar Wide Moat ETF 716 shares (about $70.96K)SPDR Portfolio Emerging Markets ETF 1,381 shares (about $64.64K)FT Vest U.S. Equity Buffer ETF - June 965 shares (about $53.99K) 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$17,822,000$57,110 ▲0.3%227,49616.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,087,462$88,276 ▼-1.0%212,3748.2%ETFIUSGiShares Core S&P U.S. Growth ETF$8,407,255$190,042 ▼-2.2%51,0967.6%ManufacturingIUSViShares Core S&P U.S. Value ETF$7,364,182$27,086 ▲0.4%73,6796.6%ManufacturingCGGRCapital Group Growth ETF$6,908,710$31,974 ▼-0.5%157,3026.2%ETFMOATVanEck Morningstar Wide Moat ETF$6,085,401$70,963 ▼-1.2%61,4005.5%ETFIVOOVanguard S&P Mid-Cap 400 ETF$4,247,189$16,888 ▲0.4%38,4783.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,549,822$23,021 ▲0.7%76,6373.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,334,124$64,644 ▼-1.9%71,2273.0%ETFHTRBHartford Total Return Bond ETF$2,561,967$55,138 ▲2.2%74,7152.3%ETFFBNDFidelity Total Bond ETF$2,370,170$98,769 ▲4.3%51,2582.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,271,262$97,119 ▲4.5%87,8632.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,820,348$90,821 ▲5.3%18,0791.6%ETFGSYInvesco Ultra Short Duration ETF$1,636,842$122,924 ▲8.1%32,5841.5%ETFVUSBVanguard Ultra-Short Bond ETF$1,577,870$74,292 ▲4.9%31,5611.4%ETFFMBFirst Trust Managed Municipal ETF$1,469,228$181,461 ▲14.1%28,9781.3%ManufacturingGLDSPDR Gold Shares$1,319,505$52,254 ▲4.1%3,7121.2%FinanceNVDANVIDIA$1,177,372$27,615 ▲2.4%6,3101.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,169,678$22,568 ▲2.0%14,8231.1%ETFMSFTMicrosoft$1,116,070$4,661 ▲0.4%2,1551.0%Computer and TechnologyAVGOBroadcom$1,072,130$44,865 ▼-4.0%3,2501.0%Computer and TechnologyFSEPFT Vest U.S. Equity Buffer ETF - September$1,044,864$36,945 ▲3.7%20,6740.9%ETFAAPLApple$1,044,820$51,184 ▲5.2%4,1030.9%Computer and TechnologyCEGConstellation Energy$988,197$53,638 ▼-5.1%3,0030.9%EnergyFSKFS KKR Capital$948,263$16,423 ▲1.8%63,5140.9%FinanceFAUGFT Vest U.S. Equity Buffer ETF - August$846,548$56,738 ▲7.2%16,3080.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$809,065$23,303 ▲3.0%5,5550.7%ETFQQQMInvesco NASDAQ 100 ETF$805,8580.0%3,2610.7%ETFQQQInvesco QQQ$795,654$19,816 ▼-2.4%1,3250.7%FinanceIVViShares Core S&P 500 ETF$788,473$669 ▲0.1%1,1780.7%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$658,843$94,031 ▲16.6%13,6630.6%FinanceGOOGLAlphabet$594,112$28,198 ▲5.0%2,4440.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$569,2360.0%8540.5%FinanceEXCExelon$554,568$945 ▲0.2%12,3210.5%UtilitiesFJUNFT Vest U.S. Equity Buffer ETF - June$544,561$53,992 ▼-9.0%9,7330.5%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$492,8970.0%1,9220.4%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$490,1340.0%11,0890.4%ETFQSPTFT Vest Nasdaq-100 Buffer ETF - September$485,7150.0%15,6430.4%ETFMSMorgan Stanley$474,508$14,307 ▼-2.9%2,9850.4%FinanceAMZNAmazon.com$472,734$11,198 ▲2.4%2,1530.4%Retail/WholesaleRTXRTX$437,250$11,212 ▼-2.5%2,6130.4%AerospaceGSThe Goldman Sachs Group$430,529$18,303 ▼-4.1%5410.4%FinanceMSIMotorola Solutions$421,736$1,830 ▼-0.4%9220.4%Computer and TechnologyFMAYFT Vest U.S. Equity Buffer ETF - May$417,1910.0%7,9850.4%ETFDHID.R. Horton$415,977$2,711 ▼-0.6%2,4550.4%ConstructionCCitigroup$410,734$11,265 ▼-2.7%4,0470.4%Financial ServicesBUFRFT Vest Laddered Buffer ETF$407,122$11,162 ▲2.8%12,1820.4%ETFVVisa$401,890$9,561 ▼-2.3%1,1770.4%Business ServicesWMTWalmart$382,888$6,081 ▼-1.6%3,7150.3%Retail/WholesaleMETAMeta Platforms$379,033$3,673 ▲1.0%5160.3%Computer and TechnologyJCIJohnson Controls International$337,766$20,011 ▼-5.6%3,0720.3%ConstructionFMARFT Vest U.S. Equity Buffer ETF - March$330,4360.0%7,1230.3%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$328,0770.0%6,2030.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$316,950$56,268 ▲21.6%6,2750.3%ETFIWFiShares Russell 1000 Growth ETF$305,5280.0%6520.3%ETFPGProcter & Gamble$299,795$461 ▼-0.2%1,9510.3%Consumer StaplesTSLATesla$296,184$1,779 ▼-0.6%6660.3%Auto/Tires/TrucksGMARFT Cboe Vest U.S. Equity Moderate Buffer ETF - March$287,7980.0%7,1770.3%ETFCOPConocoPhillips$286,781$284 ▲0.1%3,0320.3%EnergyFIRST TR EXCHNG TRADED FD VI$282,554$20,030 ▲7.6%7,4200.3%FT VEST U.S EQTQJUNFT Vest Nasdaq-100 Buffer ETF - June$276,319$4,293 ▲1.6%8,8820.2%ETFLHXL3Harris Technologies$269,540$3,968 ▼-1.5%8830.2%AerospaceXOMExxon Mobil$259,388$2,705 ▲1.1%2,3010.2%EnergyJPMJPMorgan Chase & Co.$257,265$8,512 ▲3.4%8160.2%FinanceIJHiShares Core S&P Mid-Cap ETF$252,749$196 ▲0.1%3,8730.2%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$249,1420.0%5,2440.2%ETFABTAbbott Laboratories$248,011$1,339 ▲0.5%1,8520.2%MedicalSPGIS&P Global$246,687$4,866 ▼-1.9%5070.2%FinanceFJULFT Vest U.S. Equity Buffer ETF - July$238,787$238,787 ▲New Holding4,3630.2%ETFAEPAmerican Electric Power$238,371$4,275 ▼-1.8%2,1190.2%UtilitiesSCHVSchwab U.S. Large-Cap Value ETF$231,634$1,164 ▲0.5%7,9570.2%ETFIBMInternational Business Machines$228,598$1,693 ▼-0.7%8100.2%Computer and TechnologyAPDAir Products and Chemicals$224,298$3,274 ▼-1.4%8220.2%Basic MaterialsUSMViShares MSCI USA Min Vol Factor ETF$223,467$5,232 ▼-2.3%2,3490.2%ETFBDXBecton, Dickinson and Company$208,384$208,384 ▲New Holding1,1130.2%MedicalZTSZoetis$203,454$3,952 ▼-1.9%1,3900.2%MedicalBRK.BBerkshire Hathaway$202,604$202,604 ▲New Holding4030.2%FinanceARKKARK Innovation ETF$200,216$200,216 ▲New Holding2,3200.2%ETFSCHDSchwab US Dividend Equity ETF$0$358,643 ▼-100.0%00.0%ETFVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$0$307,040 ▼-100.0%00.0%ETFAMTAmerican Tower$0$209,729 ▼-100.0%00.0%FinanceCMCSAComcast$0$201,424 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
