13F-HR filed by LEGACY SOLUTIONS, LLC
LEGACY SOLUTIONS, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-09, with 78 holding rows worth $111,212,770.
- Accession
- 0002053314-25-000006
- Filer
- CIK 2053314
- Filed
- 2025-10-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 78 entries on the cover page, a total value of $111,212,770 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,212,770 with VALUE read as dollars as filed, 13F file number 028-24704. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 227,496 | $17,822,000 | dollars as filed | |
| SPDW | 78463X889 | COM | 212,374 | $9,087,462 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 51,096 | $8,407,255 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 73,679 | $7,364,182 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 157,302 | $6,908,710 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 61,400 | $6,085,401 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 38,478 | $4,247,189 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 76,637 | $3,549,822 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 71,227 | $3,334,124 | dollars as filed | |
| HARTFORD FDS EXCHANGE TRADED | 41653L305 | TOTAL RTRN ETF | 74,715 | $2,561,967 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 51,258 | $2,370,170 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 87,863 | $2,271,262 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 18,079 | $1,820,348 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 32,584 | $1,636,842 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 31,561 | $1,577,870 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 28,978 | $1,469,228 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,712 | $1,319,505 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,310 | $1,177,372 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 14,823 | $1,169,678 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,155 | $1,116,070 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,250 | $1,072,130 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U307 | FT VEST US EQT | 20,674 | $1,044,864 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,103 | $1,044,820 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 3,003 | $988,197 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 63,514 | $948,263 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F862 | FT VEST US EQT | 16,308 | $846,548 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 5,555 | $809,065 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 3,261 | $805,858 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,325 | $795,654 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,178 | $788,473 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 13,663 | $658,843 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,444 | $594,112 | dollars as filed | |
| SPY | 78462F103 | SHS | 854 | $569,236 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 12,321 | $554,568 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F722 | FT VEST US EQT | 9,733 | $544,561 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,922 | $492,897 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F680 | FT VEST US EQT | 11,089 | $490,134 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U836 | FT VEST NAS | 15,643 | $485,715 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,985 | $474,508 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,153 | $472,734 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,613 | $437,250 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 541 | $430,529 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 922 | $421,736 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F748 | FT VEST US EQT | 7,985 | $417,191 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 2,455 | $415,977 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4,047 | $410,734 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 12,182 | $407,122 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,177 | $401,890 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,715 | $382,888 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 516 | $379,033 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,072 | $337,766 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 7,123 | $330,436 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 6,203 | $328,077 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 6,275 | $316,950 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 652 | $305,528 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,951 | $299,795 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 666 | $296,184 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F482 | FT VEST U.S EQT | 7,177 | $287,798 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,032 | $286,781 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U711 | FT VEST U.S EQT | 7,420 | $282,554 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F557 | FT VEST NAS | 8,882 | $276,319 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 883 | $269,540 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,301 | $259,388 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 816 | $257,265 | dollars as filed | |
| IJH | 464287507 | COM | 3,873 | $252,749 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F664 | FT VEST US EQT | 5,244 | $249,142 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,852 | $248,011 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 507 | $246,687 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 4,363 | $238,787 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,119 | $238,371 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 7,957 | $231,634 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 810 | $228,598 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 822 | $224,298 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 2,349 | $223,467 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,113 | $208,384 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,390 | $203,454 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 403 | $202,604 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 2,320 | $200,216 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002053314-25-000006 | this filing | 2025-10-09 | acceptance time not in the bulk data set |