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Legacy Solutions - Q2 2026 13F Filings

LE

Legacy Solutions, LLC

CIK: 0002053314
Address: Pennsylvania Kennett Square 206 N Union St
$123.58 M
Portfolio Value
88
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTI Vanguard Total Stock Market Etf
+$1.69 M
2. QLTY Gmo Us Quality Etf Shs
+$1.14 M
3. SPLG Spdr Portfolio S&P 500 Etf
+$617,005.52
4. CGGR Capital Group Growth Etf
+$380,148.55
5. BUFR Ft Vest Laddered Buffer Etf
+$358,505.54

Top Sells

Q2 2026
1. MOAT Vaneck Morningstar Wide Moat Etf
−$3.42 M
2. FSEP Ft Vest Us Equity Buffer Etf - September
−$132,963.13
3. FJUN Ft Vest Us Equity Buffer Etf - June
−$95,800.15
4. RTX Rtx Corporation
−$37,761.03
5. VUSB Vanguard Ultra-Short Bond Etf
−$31,560.5

Asset Allocation

Stocks/ETFs
+14.51%
$123.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Legacy Solutions Q2 2026 Filing Summary

Legacy Solutions, LLC filed its 13F report for Q2 2026 on July 06, 2026. The portfolio totaled 123.58 M reflecting a +14.51% change from the prior quarter, spanning 88 assets. The top 10 holdings comprised 58.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Legacy Solutions’s Q2 2026 Filing

Legacy Solutions submitted their Form 13F-HR for the Q2 2026 period on 07/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Legacy Solutions reported a managed portfolio value of 123.58 M, consisting of 88 individual positions.

This page displays the raw filing documents. To see which stocks Legacy Solutions bought or sold during Q2 2026, please visit Legacy Solutions's Portfolio Analysis page.