LEGACY SOLUTIONS, LLC

Q3 2025 13F-HR Holdings

Location
Kennett Square, PA
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$111,213
Net value change ($000)
+6,833 (6.5%)
New positions
4
Sold out positions
4
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 1,338 8.1%
IUSG 548 7.0%
CGGR 485 7.5%
IUSV 417 6.0%
SPDW 404 4.7%
SPSM 306 9.4%
MOAT 259 4.4%
AAPL 245 30.6%
FJUL 239 NEW
GLD 233 21.4%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -359 -100.0%
FSK -347 -26.8%
VSMV -307 -100.0%
AMT -210 -100.0%
CMCSA -201 -100.0%
CEG -34 -3.3%
FJUN -29 -5.1%
V -26 -6.1%
SPGI -25 -9.2%
ZTS -18 -8.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type