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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002053314

LEGACY SOLUTIONS, LLC

KENNETT SQUARE, PA · File #028-24704

Latest AUM
$113.8M
Positions
81
Top-10 Concentration
66.2%
Filings
5

Sector Allocation

Financials
4.3%$4.9M
Technology
4.2%$4.8M
Utilities
1.4%$1.6M
Industrials
0.7%$751,943
Energy
0.5%$562,346
Healthcare
0.4%$433,613
Consumer Staples
0.3%$406,304

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A854223,648$17.9M17.01%
2SPDR INDEX SHS FDS78463X889209,763$9.3M8.83%
3ISHARES TR46428767147,524$8.0M7.56%
4ISHARES TR46428766374,831$7.7M7.27%
5CAPITAL GROUP GROWTH ETF14020G101152,167$6.8M6.41%
6VANECK ETF TRUST92189F64358,122$6.0M5.71%
7VANGUARD ADMIRAL FDS INC92193288539,459$4.4M4.18%
8SPDR SERIES TRUST78468R85379,571$3.7M3.53%
9SPDR INDEX SHS FDS78463X50971,794$3.4M3.19%
10HARTFORD FDS EXCHANGE TRADED41653L30576,013$2.6M2.46%
11FIDELITY MERRIMACK STR TR31618830951,796$2.4M2.26%
12SPDR SERIES TRUST78464A64989,809$2.3M2.19%
13VANGUARD BD INDEX FDS92203C30339,825$2.0M1.88%
14PIMCO ETF TR72201R83318,185$1.8M1.73%
15INVESCO ACTIVELY MANAGED EXCIVZ32,586$1.6M1.55%
16FIRST TR EXCH TRADED FD III33739N10829,565$1.5M1.43%
17SPDR GOLD TRGLD3,728$1.5M1.40%
18NVIDIA CORPORATIONNVDA6,408$1.2M1.13%
19FIRST TR EXCHNG TRADED FD VI33740U30723,088$1.2M1.13%
20VANGUARD BD INDEX FDS92193782714,919$1.2M1.11%