LEGACY SOLUTIONS, LLC - Portfolio Stock Holdings

LEGACY SOLUTIONS, LLC disclosed 93 stock positions in a recent SEC 13F filing. $130,555,570 of stock holdings were filed, with the largest holdings including SPYM, SPDW, and IUSG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $243,826,836 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.