LEGACY SOLUTIONS, LLC - Portfolio Stock Holdings
LEGACY SOLUTIONS, LLC disclosed 89 stock positions in a recent SEC 13F filing. $123,728,281 of stock holdings were filed, with the largest holdings including SPYM, SPDW, and IUSG. This filing represented positions held on June 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.
Report Period:
June 30, 2026No. of Stocks:
89Est. Stock Holding Value:
$123,728,281Top Stock Holdings By Sector
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Portfolio Stock Holdings - LEGACY SOLUTIONS, LLC
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