LEGACY SOLUTIONS, LLC

Q3 2026 13F-HR Holdings

Location
Kennett Square, PA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$130,938
Net value change ($000)
+7,360 (6.0%)
New positions
6
Sold out positions
3
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JIVE 6,130 NEW
IUSG 490 5.9%
SPYM 345 1.7%
IUSV 309 3.9%
DIS 253 NEW
MSFT 248 34.0%
BDX 226 NEW
FTEC 218 NEW
MDT 218 NEW
AMT 203 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -483 -42.4%
SPSM -256 -5.9%
LHX -251 -100.0%
IBM -229 -100.0%
CGGR -211 -2.6%
DHI -207 -100.0%
IVOO -175 -3.6%
GS -89 -17.8%
FMB -83 -5.0%
MS -81 -14.1%
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.
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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