LEGACY SOLUTIONS, LLC

Q2 2026 13F-HR Holdings

Location
Kennett Square, PA
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$123,578
Net value change ($000)
+15,662 (14.5%)
New positions
11
Sold out positions
0
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,167 18.4%
VTI 1,692 NEW
CGGR 1,518 23.3%
IUSG 1,459 21.1%
QLTY 1,140 NEW
SPDW 1,006 11.3%
SPSM 707 19.6%
IVOO 613 14.6%
IUSV 608 8.4%
ITOT 496 46.9%
Top Reduces (Value $000, Stocks/ETFs)
MOAT -3,081 -67.8%
GLD -233 -14.4%
GLDM -130 -14.3%
CEG -92 -11.0%
COP -89 -21.5%
XOM -75 -18.9%
FJUN -64 -12.0%
RTX -46 -9.5%
WMT -44 -9.8%
LHX -44 -14.9%
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