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Legacy Solutions - Q1 2026 13F Filings

LE

Legacy Solutions, LLC

CIK: 0002053314
Address: Pennsylvania Kennett Square 206 N Union St
$107.92 M
Portfolio Value
77
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$1.96 M
2. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
+$908,640
3. CGGR Capital Group Growth Etf
+$411,144.11
4. GSEP Ft Vest Us Equity Moderate B
+$245,810
5. BRK.B Berkshire Hathaway
+$236,246

Top Sells

Q1 2026
1. MOAT Vaneck Morningstar Wide Moat Etf
−$1.08 M
2. FSK Fs Kkr Capital
−$726,526
3. SPDW Spdr Portfolio Developed World Ex-Us Etf
−$653,798.37
4. IUSG Ishares Core S&P Us Growth Etf
−$469,365.46
5. IUSV Ishares Core S&P Us Value Etf
−$425,154.19

Asset Allocation

Stocks/ETFs
-3.23%
$107.92 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Legacy Solutions Q1 2026 Filing Summary

Legacy Solutions, LLC filed its 13F report for Q1 2026 on April 07, 2026. The portfolio totaled 107.92 M reflecting a -5.19% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 60.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 7 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Legacy Solutions’s Q1 2026 Filing

Legacy Solutions submitted their Form 13F-HR for the Q1 2026 period on 04/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Legacy Solutions reported a managed portfolio value of 107.92 M, consisting of 77 individual positions.

This page displays the raw filing documents. To see which stocks Legacy Solutions bought or sold during Q1 2026, please visit Legacy Solutions's Portfolio Analysis page.