Legacy Investment Solutions, LLC - Portfolio Stock Holdings
Legacy Investment Solutions, LLC disclosed 798 stock positions in a recent SEC 13F filing. $180,346,169 of stock holdings were filed, with the largest holdings including BSGM, NEOV, and BITO. This filing represented positions held on June 30, 2025, and was filed on Aug. 6, 2025.We estimate the fund has a total AUM of $283,664,860 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.
Report Period:
June 30, 2025No. of Stocks:
798Est. Stock Holding Value:
$180,346,169Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Investment Solutions, LLC
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