LEGACY SOLUTIONS, LLC

Q4 2025 13F-HR Holdings

Location
Kennett Square, PA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$113,820
Net value change ($000)
+2,607 (2.3%)
New positions
5
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FDEC 417 NEW
VUSB 407 25.8%
IUSV 309 4.2%
AKRE 260 NEW
YSEP 233 NEW
SPDW 229 2.5%
MDT 206 NEW
GOOGL 204 34.3%
QDEC 203 NEW
SPSM 179 5.0%
Top Reduces (Value $000, Stocks/ETFs)
IUSG -426 -5.1%
FSK -221 -23.3%
BRK-B -203 -100.0%
ZTS -203 -100.0%
CGGR -142 -2.1%
MEAR -107 -33.8%
QSPT -83 -17.1%
MSFT -75 -6.7%
MSI -74 -17.5%
MOAT -66 -1.1%
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