13F HOLDINGS REPORT
LEGACY SOLUTIONS, LLC
Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002053314-25-000006
Total Value
$111.2M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 227,496 | $17.8M | 16.03% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 212,374 | $9.1M | 8.17% |
| 3 | ISHARES TR | 464287671 | 51,096 | $8.4M | 7.56% |
| 4 | ISHARES TR | 464287663 | 73,679 | $7.4M | 6.62% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 157,302 | $6.9M | 6.21% |
| 6 | VANECK ETF TRUST | 92189F643 | 61,400 | $6.1M | 5.47% |
| 7 | VANGUARD ADMIRAL FDS INC | 921932885 | 38,478 | $4.2M | 3.82% |
| 8 | SPDR SERIES TRUST | 78468R853 | 76,637 | $3.5M | 3.19% |
| 9 | SPDR INDEX SHS FDS | 78463X509 | 71,227 | $3.3M | 3.00% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 74,715 | $2.6M | 2.30% |
| 11 | FIDELITY MERRIMACK STR TR | 316188309 | 51,258 | $2.4M | 2.13% |
| 12 | SPDR SERIES TRUST | 78464A649 | 87,863 | $2.3M | 2.04% |
| 13 | PIMCO ETF TR | 72201R833 | 18,079 | $1.8M | 1.64% |
| 14 | INVESCO ACTIVELY MANAGED EXC | IVZ | 32,584 | $1.6M | 1.47% |
| 15 | VANGUARD BD INDEX FDS | 92203C303 | 31,561 | $1.6M | 1.42% |
| 16 | FIRST TR EXCH TRADED FD III | 33739N108 | 28,978 | $1.5M | 1.32% |
| 17 | SPDR GOLD TR | GLD | 3,712 | $1.3M | 1.19% |
| 18 | NVIDIA CORPORATION | NVDA | 6,310 | $1.2M | 1.06% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 14,823 | $1.2M | 1.05% |
| 20 | MICROSOFT CORP | MSFT | 2,155 | $1.1M | 1.00% |
| 21 | BROADCOM INC | AVGO | 3,250 | $1.1M | 0.96% |
| 22 | FIRST TR EXCHNG TRADED FD VI | 33740U307 | 20,674 | $1.0M | 0.94% |
| 23 | APPLE INC | AAPL | 4,103 | $1.0M | 0.94% |
| 24 | CONSTELLATION ENERGY CORP | CEG | 3,003 | $988,197 | 0.89% |
| 25 | FS KKR CAP CORP | FSK | 63,514 | $948,263 | 0.85% |
| 26 | FIRST TR EXCHNG TRADED FD VI | 33740F862 | 16,308 | $846,548 | 0.76% |
| 27 | ISHARES TR | 464287150 | 5,555 | $809,065 | 0.73% |
| 28 | INVESCO EXCH TRADED FD TR II | IVZ | 3,261 | $805,858 | 0.72% |
| 29 | INVESCO QQQ TR | IVZ | 1,325 | $795,654 | 0.72% |
| 30 | ISHARES TR | 464287200 | 1,178 | $788,473 | 0.71% |
| 31 | SPDR SERIES TRUST | 78468R739 | 13,663 | $658,843 | 0.59% |
| 32 | ALPHABET INC | GOOG | 2,444 | $594,112 | 0.53% |
| 33 | SPDR S&P 500 ETF TR | SPY | 854 | $569,236 | 0.51% |
| 34 | EXELON CORP | EXC | 12,321 | $554,568 | 0.50% |
| 35 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 9,733 | $544,561 | 0.49% |
| 36 | ISHARES TR | 46432F396 | 1,922 | $492,897 | 0.44% |
| 37 | FIRST TR EXCHNG TRADED FD VI | 33740F680 | 11,089 | $490,134 | 0.44% |
| 38 | FIRST TR EXCHNG TRADED FD VI | 33740U836 | 15,643 | $485,715 | 0.44% |
| 39 | MORGAN STANLEY | MS-PQ | 2,985 | $474,508 | 0.43% |
| 40 | AMAZON COM INC | AMZN | 2,153 | $472,734 | 0.43% |
| 41 | RTX CORPORATION | RTX | 2,613 | $437,250 | 0.39% |
| 42 | GOLDMAN SACHS GROUP INC | GSCE | 541 | $430,529 | 0.39% |
| 43 | MOTOROLA SOLUTIONS INC | MSI | 922 | $421,736 | 0.38% |
| 44 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 7,985 | $417,191 | 0.38% |
| 45 | D R HORTON INC | 23331A109 | 2,455 | $415,977 | 0.37% |
| 46 | CITIGROUP INC | C-PR | 4,047 | $410,734 | 0.37% |
| 47 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 12,182 | $407,122 | 0.37% |
| 48 | VISA INC | V | 1,177 | $401,890 | 0.36% |
| 49 | WALMART INC | WMT | 3,715 | $382,888 | 0.34% |
| 50 | META PLATFORMS INC | META | 516 | $379,033 | 0.34% |
| 51 | JOHNSON CTLS INTL PLC | G51502105 | 3,072 | $337,766 | 0.30% |
| 52 | FIRST TR EXCHNG TRADED FD VI | 33740F599 | 7,123 | $330,436 | 0.30% |
| 53 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 6,203 | $328,077 | 0.29% |
| 54 | ISHARES U S ETF TR | 46431W838 | 6,275 | $316,950 | 0.28% |
| 55 | ISHARES TR | 464287614 | 652 | $305,528 | 0.27% |
| 56 | PROCTER AND GAMBLE CO | 742718109 | 1,951 | $299,795 | 0.27% |
| 57 | TESLA INC | TSLA | 666 | $296,184 | 0.27% |
| 58 | FIRST TR EXCHNG TRADED FD VI | 33740F482 | 7,177 | $287,798 | 0.26% |
| 59 | CONOCOPHILLIPS | COP | 3,032 | $286,781 | 0.26% |
| 60 | FIRST TR EXCHNG TRADED FD VI | 33740U711 | 7,420 | $282,554 | 0.25% |
| 61 | FIRST TR EXCHNG TRADED FD VI | 33740F557 | 8,882 | $276,319 | 0.25% |
| 62 | L3HARRIS TECHNOLOGIES INC | LHX | 883 | $269,540 | 0.24% |
| 63 | EXXON MOBIL CORP | XOM | 2,301 | $259,388 | 0.23% |
| 64 | JPMORGAN CHASE & CO. | VYLD | 816 | $257,265 | 0.23% |
| 65 | ISHARES TR | 464287507 | 3,873 | $252,749 | 0.23% |
| 66 | FIRST TR EXCHNG TRADED FD VI | 33740F664 | 5,244 | $249,142 | 0.22% |
| 67 | ABBOTT LABS | ABLZF | 1,852 | $248,011 | 0.22% |
| 68 | S&P GLOBAL INC | SPGI | 507 | $246,687 | 0.22% |
| 69 | FIRST TR EXCHNG TRADED FD VI | 33740U208 | 4,363 | $238,787 | 0.21% |
| 70 | AMERICAN ELEC PWR CO INC | 025537101 | 2,119 | $238,371 | 0.21% |
| 71 | SCHWAB STRATEGIC TR | 808524409 | 7,957 | $231,634 | 0.21% |
| 72 | INTERNATIONAL BUSINESS MACHS | INTR | 810 | $228,598 | 0.21% |
| 73 | AIR PRODS & CHEMS INC | AIIR | 822 | $224,298 | 0.20% |
| 74 | ISHARES TR | 46429B697 | 2,349 | $223,467 | 0.20% |
| 75 | BECTON DICKINSON & CO | BDX | 1,113 | $208,384 | 0.19% |
| 76 | ZOETIS INC | ZTS | 1,390 | $203,454 | 0.18% |
| 77 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 403 | $202,604 | 0.18% |
| 78 | ARK ETF TR | 00214Q104 | 2,320 | $200,216 | 0.18% |