13F HOLDINGS REPORT
LEGACY SOLUTIONS, LLC
Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0002053314-26-000001
Total Value
$113.8M
Positions
81
Other Managers
0
Confidential Omitted
No
Holdings (81)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 223,648 | $17.9M | 15.76% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 209,763 | $9.3M | 8.18% |
| 3 | ISHARES TR | 464287671 | 47,524 | $8.0M | 7.01% |
| 4 | ISHARES TR | 464287663 | 74,831 | $7.7M | 6.74% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 152,167 | $6.8M | 5.95% |
| 6 | VANECK ETF TRUST | 92189F643 | 58,122 | $6.0M | 5.29% |
| 7 | VANGUARD ADMIRAL FDS INC | 921932885 | 39,459 | $4.4M | 3.88% |
| 8 | SPDR SERIES TRUST | 78468R853 | 79,571 | $3.7M | 3.28% |
| 9 | SPDR INDEX SHS FDS | 78463X509 | 71,794 | $3.4M | 2.95% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 76,013 | $2.6M | 2.28% |
| 11 | FIDELITY MERRIMACK STR TR | 316188309 | 51,796 | $2.4M | 2.10% |
| 12 | SPDR SERIES TRUST | 78464A649 | 89,809 | $2.3M | 2.03% |
| 13 | VANGUARD BD INDEX FDS | 92203C303 | 39,825 | $2.0M | 1.74% |
| 14 | PIMCO ETF TR | 72201R833 | 18,185 | $1.8M | 1.60% |
| 15 | INVESCO ACTIVELY MANAGED EXC | IVZ | 32,586 | $1.6M | 1.44% |
| 16 | FIRST TR EXCH TRADED FD III | 33739N108 | 29,565 | $1.5M | 1.33% |
| 17 | SPDR GOLD TR | GLD | 3,728 | $1.5M | 1.30% |
| 18 | NVIDIA CORPORATION | NVDA | 6,408 | $1.2M | 1.05% |
| 19 | FIRST TR EXCHNG TRADED FD VI | 33740U307 | 23,088 | $1.2M | 1.05% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 14,919 | $1.2M | 1.03% |
| 21 | APPLE INC | AAPL | 4,189 | $1.1M | 1.00% |
| 22 | BROADCOM INC | AVGO | 3,212 | $1.1M | 0.98% |
| 23 | CONSTELLATION ENERGY CORP | CEG | 3,003 | $1.1M | 0.93% |
| 24 | MICROSOFT CORP | MSFT | 2,152 | $1.0M | 0.91% |
| 25 | ISHARES TR | 464287150 | 5,904 | $877,867 | 0.77% |
| 26 | FIRST TR EXCHNG TRADED FD VI | 33740F862 | 16,073 | $851,065 | 0.75% |
| 27 | INVESCO EXCH TRADED FD TR II | IVZ | 3,261 | $824,772 | 0.72% |
| 28 | ISHARES TR | 464287200 | 1,180 | $807,922 | 0.71% |
| 29 | ALPHABET INC | GOOG | 2,548 | $797,592 | 0.70% |
| 30 | INVESCO QQQ TR | IVZ | 1,292 | $793,693 | 0.70% |
| 31 | FS KKR CAP CORP | FSK | 49,056 | $726,526 | 0.64% |
| 32 | SPDR SERIES TRUST | 78468R739 | 13,917 | $667,898 | 0.59% |
| 33 | SPDR S&P 500 ETF TR | SPY | 855 | $583,025 | 0.51% |
| 34 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 9,733 | $555,365 | 0.49% |
| 35 | EXELON CORP | EXC | 12,321 | $537,072 | 0.47% |
| 36 | MORGAN STANLEY | MS-PQ | 2,963 | $526,099 | 0.46% |
| 37 | AMAZON COM INC | AMZN | 2,226 | $513,805 | 0.45% |
| 38 | FIRST TR EXCHNG TRADED FD VI | 33740F680 | 11,089 | $497,964 | 0.44% |
| 39 | RTX CORPORATION | RTX | 2,642 | $484,540 | 0.43% |
| 40 | ISHARES TR | 46432F396 | 1,922 | $481,096 | 0.42% |
| 41 | CITIGROUP INC | C-PR | 4,069 | $474,849 | 0.42% |
| 42 | GOLDMAN SACHS GROUP INC | GSCE | 524 | $460,203 | 0.40% |
| 43 | VISA INC | V | 1,220 | $427,914 | 0.38% |
| 44 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 12,182 | $417,355 | 0.37% |
| 45 | FIRST TR EXCHNG TRADED FD VI | 33740U505 | 8,145 | $416,884 | 0.37% |
| 46 | WALMART INC | WMT | 3,647 | $406,304 | 0.36% |
| 47 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 7,544 | $403,227 | 0.35% |
| 48 | FIRST TR EXCHNG TRADED FD VI | 33740U836 | 12,724 | $403,086 | 0.35% |
| 49 | FIRST TR EXCHNG TRADED FD VI | 33740F664 | 7,458 | $365,367 | 0.32% |
| 50 | JOHNSON CTLS INTL PLC | G51502105 | 3,024 | $362,124 | 0.32% |
| 51 | D R HORTON INC | 23331A109 | 2,444 | $351,953 | 0.31% |
| 52 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 6,359 | $348,664 | 0.31% |
| 53 | META PLATFORMS INC | META | 528 | $348,638 | 0.31% |
| 54 | MOTOROLA SOLUTIONS INC | MSI | 908 | $348,242 | 0.31% |
| 55 | FIRST TR EXCHNG TRADED FD VI | 33740F599 | 7,123 | $338,093 | 0.30% |
| 56 | ISHARES TR | 464287614 | 652 | $308,748 | 0.27% |
| 57 | TESLA INC | TSLA | 686 | $308,508 | 0.27% |
| 58 | CONOCOPHILLIPS | COP | 3,167 | $296,448 | 0.26% |
| 59 | FIRST TR EXCHNG TRADED FD VI | 33740F482 | 7,177 | $293,826 | 0.26% |
| 60 | FIRST TR EXCHNG TRADED FD VI | 33740F557 | 8,782 | $279,615 | 0.25% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 1,916 | $274,545 | 0.24% |
| 62 | S&P GLOBAL INC | SPGI | 520 | $271,836 | 0.24% |
| 63 | L3HARRIS TECHNOLOGIES INC | LHX | 911 | $267,403 | 0.23% |
| 64 | JPMORGAN CHASE & CO. | VYLD | 827 | $266,553 | 0.23% |
| 65 | EXXON MOBIL CORP | XOM | 2,210 | $265,898 | 0.23% |
| 66 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 3,971 | $260,140 | 0.23% |
| 67 | ISHARES TR | 464287507 | 3,875 | $255,758 | 0.22% |
| 68 | AMERICAN ELEC PWR CO INC | 025537101 | 2,199 | $253,522 | 0.22% |
| 69 | ARK ETF TR | 00214Q104 | 3,256 | $250,452 | 0.22% |
| 70 | FIRST TR EXCHNG TRADED FD VI | 33740U711 | 6,450 | $249,873 | 0.22% |
| 71 | INTERNATIONAL BUSINESS MACHS | INTR | 827 | $245,028 | 0.22% |
| 72 | FIRST TR EXCHNG TRADED FD VI | 33740U208 | 4,363 | $243,961 | 0.21% |
| 73 | ABBOTT LABS | ABLZF | 1,895 | $237,405 | 0.21% |
| 74 | SCHWAB STRATEGIC TR | 808524409 | 7,953 | $235,490 | 0.21% |
| 75 | FIRST TR EXCHNG TRADED FD VI | 33740U828 | 8,955 | $232,963 | 0.20% |
| 76 | BECTON DICKINSON & CO | BDX | 1,172 | $227,372 | 0.20% |
| 77 | ISHARES TR | 46429B697 | 2,349 | $221,203 | 0.19% |
| 78 | AIR PRODS & CHEMS INC | AIIR | 871 | $215,178 | 0.19% |
| 79 | ISHARES U S ETF TR | 46431W838 | 4,170 | $209,834 | 0.18% |
| 80 | MEDTRONIC PLC | MDT | 2,147 | $206,241 | 0.18% |
| 81 | FIRST TR EXCHNG TRADED FD VI | 33740F649 | 6,237 | $202,890 | 0.18% |