LEGACY SOLUTIONS, LLC

Q1 2026 13F-HR Holdings

Location
Kennett Square, PA
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$107,916
Net value change ($000)
-5,904 (-5.2%)
New positions
3
Sold out positions
7
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLDM 909 NEW
BRK-B 236 NEW
EOG 226 NEW
ITOT 180 20.5%
GSY 170 10.4%
VUSB 170 8.6%
HTRB 143 5.5%
MINT 138 7.6%
GLD 137 9.3%
FBND 130 5.5%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -1,478 -24.6%
IUSG -1,079 -13.5%
SPYM -732 -4.1%
FSK -727 -100.0%
IUSV -447 -5.8%
SPDW -394 -4.2%
MSFT -371 -35.6%
DHI -352 -100.0%
SPEM -264 -7.9%
IBM -245 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type