LEGACY SOLUTIONS, LLC
All 13F Filings
- Location
- Kennett Square, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 130,938
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 91 | 130,938 | 13F-HR | LEGACY SOLUTIONS, LLC |
| Q2 2026 | 7/6/2026 | 88 | 123,578 | 13F-HR | LEGACY SOLUTIONS, LLC |
| Q1 2026 | 4/7/2026 | 77 | 107,916 | 13F-HR | LEGACY SOLUTIONS, LLC |
| Q4 2025 | 1/14/2026 | 81 | 113,820 | 13F-HR | LEGACY SOLUTIONS, LLC |
| Q3 2025 | 10/9/2025 | 78 | 111,213 | 13F-HR | LEGACY SOLUTIONS, LLC |
| Q2 2025 | 7/15/2025 | 78 | 104,380 | 13F-HR | LEGACY SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.37 K | 17.1% | 0 | 936 | -936 |
| ETFs | 107 K | 81.7% | 8.17 K | 0 | 8.17 K |
| Debt | 1.534 K | 1.2% | 127 | 0 | 127 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
130,938
Holdings
91
QoQ value change ($000)
7,360
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.