LEGACY SOLUTIONS, LLC: 13F holdings
CIK 20533142026Q2
| Positions | 88 |
|---|
| Reported value | $123.6m |
|---|
| Filed | 2026-07-06 |
|---|
Change since last quarter
| Positions | 88 (+11 vs prior quarter) |
|---|
| Reported value | $123.6m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 231,860 | $20.4m | 16.5% |
| EWU SPDR INDEX SHS FDS | 197,021 | $9.9m | 8.0% |
| IUSG ISHARES TR | 44,454 | $8.4m | 6.8% |
| CGGR CAPITAL GROUP GROWTH ETF | 170,451 | $8.0m | 6.5% |
| QQQE ISHARES TR | 71,120 | $7.8m | 6.3% |
| IVOO VANGUARD ADMIRAL FDS INC | 36,939 | $4.8m | 3.9% |
| SPSM SPDR SERIES TRUST | 74,735 | $4.3m | 3.5% |
| SPEM SPDR INDEX SHS FDS | 65,582 | $3.4m | 2.7% |
| HTRB HARTFORD FDS EXCHANGE TRADED | 90,400 | $3.0m | 2.5% |
| FBND FIDELITY MERRIMACK STR TR | 59,565 | $2.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053314")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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