Legacy Solutions, LLC Top Holdings and 13F Report (2026) About Legacy Solutions, LLCInvestment ActivityLegacy Solutions, LLC has $107.92 million in total holdings as of March 31, 2026.Legacy Solutions, LLC owns shares of 77 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 6.13% of the portfolio was sold this quarter.This quarter, Legacy Solutions, LLC has purchased 81 new stocks and bought additional shares in 22 stocks.Legacy Solutions, LLC sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $17,209,198SPDR Portfolio Developed World ex-US ETF $8,921,869iShares Core S&P U.S. Value ETF $7,226,292iShares Core S&P U.S. Growth ETF $6,902,123Capital Group Growth ETF $6,526,742 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $908,640 Holding084670702 - Berkshire Hathaway $236,246 Holding26875P101 - EOG Resources $225,623 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 9,803 shares (about $908.64K)Capital Group Growth ETF 10,230 shares (about $411.14K)Berkshire Hathaway 493 shares (about $236.25K)EOG Resources 1,561 shares (about $225.62K)iShares Core S&P Total U.S. Stock Market ETF 1,521 shares (about $216.65K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 11,166 shares (about $1.08M)SPDR Portfolio Developed World ex-US ETF 14,322 shares (about $653.80K)iShares Core S&P U.S. Growth ETF 3,026 shares (about $469.37K)iShares Core S&P U.S. Value ETF 4,158 shares (about $425.15K)Vanguard S&P Mid-Cap 400 ETF 2,688 shares (about $307.29K) 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$17,209,198$91,159 ▲0.5%224,83915.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,921,869$653,798 ▼-6.8%195,4418.3%ETFIUSViShares Core S&P U.S. Value ETF$7,226,292$425,154 ▼-5.6%70,6736.7%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$6,902,123$469,365 ▼-6.4%44,4986.4%ManufacturingCGGRCapital Group Growth ETF$6,526,742$411,144 ▲6.7%162,3976.0%ETFMOATVanEck Morningstar Wide Moat ETF$4,540,683$1,079,761 ▼-19.2%46,9564.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$4,203,678$307,293 ▼-6.8%36,7713.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,602,690$242,180 ▼-6.3%74,5593.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,097,484$270,391 ▼-8.0%66,0302.9%ETFHTRBHartford Total Return Bond ETF$2,739,441$174,773 ▲6.8%81,1932.5%ETFFBNDFidelity Total Bond ETF$2,514,828$151,913 ▲6.4%55,1262.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,434,428$133,531 ▲5.8%95,0212.3%ETFVUSBVanguard Ultra-Short Bond ETF$2,155,442$172,754 ▲8.7%43,2952.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,962,884$134,057 ▲7.3%19,5181.8%ETFGSYInvesco Ultra Short Duration ETF$1,806,801$173,568 ▲10.6%36,0491.7%ETFGLDSPDR Gold Shares$1,613,588$9,466 ▲0.6%3,7501.5%FinanceFMBFirst Trust Managed Municipal ETF$1,605,708$107,956 ▲7.2%31,6961.5%ManufacturingBSVVanguard Short-Term Bond ETF$1,274,845$105,067 ▲9.0%16,2591.2%ETFNVDANVIDIA$1,264,111$146,503 ▲13.1%7,2481.2%Computer and TechnologyAAPLApple$1,246,965$183,758 ▲17.3%4,9131.2%Computer and TechnologyFSEPFT Vest U.S. Equity Buffer ETF - September$1,162,0190.0%23,0881.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,057,593$216,646 ▲25.8%7,4251.0%ETFAVGOBroadcom$934,032$60,040 ▼-6.0%3,0180.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$908,640$908,640 ▲New Holding9,8030.8%FinanceCEGConstellation Energy$835,237$3,351 ▼-0.4%2,9910.8%EnergyFAUGFT Vest U.S. Equity Buffer ETF - August$832,3080.0%16,0730.8%ETFQQQMInvesco NASDAQ 100 ETF$774,8790.0%3,2610.7%ETFQQQInvesco QQQ$731,245$14,429 ▼-1.9%1,2670.7%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$720,041$54,383 ▲8.2%15,0540.7%FinanceIVViShares Core S&P 500 ETF$705,338$65,309 ▼-8.5%1,0800.7%ETFMSFTMicrosoft$669,515$126,945 ▼-15.9%1,8090.6%Computer and TechnologyGOOGLAlphabet$634,425$98,356 ▼-13.4%2,2060.6%Computer and TechnologyEXCExelon$601,671$2,304 ▼-0.4%12,2740.6%UtilitiesSPYSPDR S&P 500 ETF Trust$556,374$650 ▲0.1%8560.5%FinanceFJUNFT Vest U.S. Equity Buffer ETF - June$533,558$16,386 ▼-3.0%9,4430.5%ManufacturingDSEPFT Vest U.S. Equity Deep Buffer ETF - September$487,4900.0%11,0890.5%ETFRTXRTX$483,557$26,039 ▼-5.1%2,5070.4%AerospaceMTUMiShares MSCI USA Momentum Factor ETF$461,2610.0%1,9220.4%ETFWALMART INC$450,143$3,107 ▼-0.7%3,6220.4%COMMSMorgan Stanley$445,299$42,292 ▼-8.7%2,7060.4%FinanceBUFRFT Vest Laddered Buffer ETF$438,774$27,387 ▲6.7%12,9930.4%ETFCCitigroup$416,500$44,904 ▼-9.7%3,6730.4%Financial ServicesAMZNAmazon.com$415,082$48,527 ▼-10.5%1,9930.4%Retail/WholesaleCOPConocoPhillips$412,728$5,280 ▼-1.3%3,1270.4%EnergyGSThe Goldman Sachs Group$410,912$32,129 ▼-7.3%4860.4%FinanceFDECFT Vest U.S. Equity Buffer ETF - December$404,9690.0%8,1450.4%ETFFMAYFT Vest U.S. Equity Buffer ETF - May$398,3240.0%7,5440.4%ETFXOMExxonMobil$395,911$21,034 ▲5.6%2,3340.4%EnergyJCIJohnson Controls International$395,469$524 ▼-0.1%3,0200.4%ConstructionQSPTFT Vest Nasdaq-100 Buffer ETF - September$389,5490.0%12,7240.4%ETFFMARFT Vest U.S. Equity Buffer ETF - March$370,027$24,633 ▲7.1%7,6310.3%ETFMSIMotorola Solutions$356,934$37,343 ▼-9.5%8220.3%Computer and TechnologyFOCTFT Vest U.S. Equity Buffer ETF - October$355,5970.0%7,4580.3%ETFVVisa$339,442$29,320 ▼-8.0%1,1230.3%Business ServicesFIRST TR EXCHNG TRADED FD VI$299,2090.0%7,1770.3%FT VEST U.S EQTLHXL3Harris Technologies$295,219$19,336 ▼-6.1%8550.3%AerospaceAEPAmerican Electric Power$289,180$918 ▲0.3%2,2060.3%UtilitiesQJUNFT Vest Nasdaq-100 Buffer ETF - June$274,3940.0%8,7820.3%ETFIWFiShares Russell 1000 Growth ETF$269,649$8,533 ▼-3.1%6320.2%ETFPGProcter & Gamble$268,238$8,522 ▼-3.1%1,8570.2%Consumer StaplesTSLATesla$253,162$1,859 ▼-0.7%6810.2%Auto/Tires/TrucksMETAMeta Platforms$252,995$49,225 ▼-16.3%4420.2%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$245,8100.0%6,4500.2%FT VEST U.S EQTSCHVSchwab U.S. Large-Cap Value ETF$237,848$4,728 ▼-1.9%7,7980.2%ETFBRK.BBerkshire Hathaway$236,246$236,246 ▲New Holding4930.2%FinanceAPDAir Products and Chemicals$235,177$17,711 ▼-7.0%8100.2%Basic MaterialsYSEPFT Vest International Equity Buffer ETF - September$234,3560.0%8,9550.2%ETFFJULFT Vest U.S. Equity Buffer ETF - July$231,028$7,716 ▼-3.2%4,2220.2%ETFARK ETF TR$230,820$10,747 ▲4.9%3,4150.2%INNOVATION ETFEOGEOG Resources$225,623$225,623 ▲New Holding1,5610.2%EnergyFNOVFT Vest U.S. Equity Buffer ETF - November$225,383$114,160 ▼-33.6%4,2210.2%ETFSPGIS&P Global$218,857$2,125 ▼-1.0%5150.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$217,905$93 ▲0.0%2,3500.2%ETFIJHiShares Core S&P Mid-Cap ETF$214,944$46,730 ▼-17.9%3,1830.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$209,9180.0%4,1700.2%ETFPROFESIONALLY MANAGED PORTFO$209,8670.0%3,9710.2%AKRE FOCUS ETFJPMJPMorgan Chase & Co.$205,879$37,352 ▼-15.4%7000.2%FinanceFSKFS KKR Capital$0$726,526 ▼-100.0%00.0%FinanceDHID.R. Horton$0$351,953 ▼-100.0%00.0%ConstructionIBMInternational Business Machines$0$245,028 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$237,405 ▼-100.0%00.0%MedicalBDXBecton, Dickinson and Company$0$227,372 ▼-100.0%00.0%MedicalMDTMedtronic$0$206,241 ▼-100.0%00.0%MedicalQDECFT Vest Nasdaq-100 Buffer ETF - December$0$202,890 ▼-100.0%00.0%ETFShowing 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. 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