Institutional Fund
Legacy Solutions, LLC
Kennett Square, PACIK 20533145 filings on record
Portfolio Value
$107.92M
Q1 2026
Holdings
77
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-5.2%
from $113.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust15.9%
- Spdr Index Shs Fds8.3%
- Ishares Tr6.7%
- Ishares Tr6.4%
- Capital Group Growth ETF6.0%
- Vaneck ETF Trust4.2%
- Other52.4%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 224.8K | $17.21M | 15.9% | +1.2K | Added |
| 2 | Spdr Index Shs Fds | 195.4K | $8.92M | 8.3% | −14.3K | Reduced |
| 3 | Ishares Tr | 70.7K | $7.23M | 6.7% | −4.2K | Reduced |
| 4 | Ishares Tr | 44.5K | $6.90M | 6.4% | −3.0K | Reduced |
| 5 | Capital Group Growth ETF | 162.4K | $6.53M | 6.0% | +10.2K | Added |
| 6 | Vaneck ETF Trust | 47.0K | $4.54M | 4.2% | −11.2K | Reduced |
| 7 | Vanguard Admiral Fds Inc | 36.8K | $4.20M | 3.9% | −2.7K | Reduced |
| 8 | Spdr Series Trust | 74.6K | $3.60M | 3.3% | −5.0K | Reduced |
| 9 | Spdr Index Shs Fds | 66.0K | $3.10M | 2.9% | −5.8K | Reduced |
| 10 | Hartford Fds Exchange Traded | 81.2K | $2.74M | 2.5% | +5.2K | Added |
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