Legacy Solutions, LLC holds a focused book of 88 stocks worth $123.6M as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 16% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053314/holdings"
Use Arkolith to show LEGACY SOLUTIONS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust STATE STREET SPD | $20.4M | 231.9K | 16.5% | ▲+3.1% Added · +7K sh | |
| 2 | SPDR Index SHS FDS STATE STREET SPD | $9.9M | 197.0K | 8.0% | ▲+0.8% Added · +2K sh | |
| 3 | Ishares TR CORE S&P US GWT | $8.4M | 44.5K | 6.8% | ▼−0.1% Reduced · −44 sh | |
| 4 | Capital Group Growth ETF SHS CREATION UNI | $8.0M | 170.5K | 6.5% | ▲+5.0% Added · +8K sh | |
| 5 | Ishares TR CORE S&P US VLU | $7.8M | 71.1K | 6.3% | ▲+0.6% Added · +447 sh | |
| 6 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $4.8M | 36.9K | 3.9% | ▲+0.5% Added · +168 sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $4.3M | 74.7K | 3.5% | ▲+0.2% Added · +176 sh | |
| 8 | SPDR Index SHS FDS STATE STREET SPD | $3.4M | 65.6K | 2.7% | ▼−0.7% Reduced · −448 sh | |
| 9 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $3.0M | 90.4K | 2.5% | ▲+11% Added · +9K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.7M | 59.6K | 2.2% | ▲+8.1% Added · +4K sh | |
| 11 | SPDR Series Trust STATE STREET SPD | $2.6M | 102.6K | 2.1% | ▲+8.0% Added · +8K sh | |
| 12 | Pimco ETF TR ENHAN SHRT MA AC | $2.1M | 21.1K | 1.7% | ▲+8.2% Added · +2K sh | |
| 13 | Vanguard BD Index FDS VANGUARD ULTRA | $2.1M | 42.7K | 1.7% | ▼−1.5% Reduced · −634 sh | |
| 14 | Invesco Actively Managed Exc ULTRA SHRT DUR | $2.0M | 39.7K | 1.6% | ▲+10% Added · +4K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.6K | 1.4% | ▲New New position | |
| 16 | First TR Exch Traded FD III MANAGD MUN ETF | $1.7M | 32.4K | 1.3% | ▲+2.1% Added · +683 sh | |
| 17 | Ishares TR CORE S&P TTL STK | $1.6M | 9.5K | 1.3% | ▲+27% Added · +2K sh | |
| 18 | Nvidia Corporation COM | $1.5M | 7.6K | 1.2% | ▲+4.8% Added · +345 sh | |
| 19 | Vaneck ETF Trust MRNGSTR WDE MOAT | $1.5M | 14.0K | 1.2% | ▼−70% Reduced · −33K sh | |
| 20 | Apple Inc COM | $1.4M | 4.9K | 1.1% | ▼−0.7% Reduced · −33 sh | |
| 21 | Vanguard BD Index FDS SHORT TRM BOND | $1.4M | 18.1K | 1.1% | ▲+11% Added · +2K sh | |
| 22 | SPDR Gold TR GOLD SHS | $1.4M | 3.8K | 1.1% | —Held | |
| 23 | GMO ETF Trust GMO US QUALITY E | $1.1M | 27.4K | 0.9% | ▲New New position | |
| 24 | First TR Exchng Traded FD VI FT VEST US EQT | $1.1M | 20.7K | 0.9% | ▼−10% Reduced · −2K sh | |
| 25 | Broadcom Inc COM | $1.1M | 3.0K | 0.9% | ▼−0.2% Reduced · −6 sh | |
| 26 | Ishares TR CORE S&P500 ETF | $1.1M | 1.4K | 0.9% | ▲+33% Added · +351 sh | |
| 27 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $988K | 3.3K | 0.8% | —Held | |
| 28 | Invesco QQQ TR UNIT SER 1 | $921K | 1.3K | 0.7% | ▼−1.3% Reduced · −16 sh | |
| 29 | First TR Exchng Traded FD VI FT VEST US EQT | $908K | 16.1K | 0.7% | —Held | |
| 30 | Alphabet Inc CAP STK CL A | $849K | 2.4K | 0.7% | ▲+7.7% Added · +170 sh | |
| 31 | First TR Exchng Traded FD VI FT VEST LADDERED | $833K | 22.8K | 0.7% | ▲+76% Added · +10K sh | |
| 32 | World Gold TR SPDR GLD MINIS | $779K | 9.8K | 0.6% | —Held | |
| 33 | Constellation Energy Corp COM | $743K | 3.0K | 0.6% | ▼~0% Reduced · −1 sh | |
| 34 | SPDR Series Trust STATE STREET SPD | $736K | 15.3K | 0.6% | ▲+1.9% Added · +280 sh | |
| 35 | Microsoft Corp COM | $730K | 2.0K | 0.6% | ▲+8.1% Added · +147 sh | |
| 36 | Ishares TR MSCI USA MMENTM | $659K | 1.9K | 0.5% | —Held | |
| 37 | State STR SPDR S&P 500 ETF T TR UNIT | $639K | 856 | 0.5% | —Held | |
| 38 | Morgan Stanley COM NEW | $573K | 2.7K | 0.5% | ▲+1.4% Added · +37 sh | |
| 39 | Exelon Corp COM | $572K | 12.3K | 0.5% | ▲~0% Added · +4 sh | |
| 40 | First TR Exchng Traded FD VI FT VEST US EQT | $526K | 11.1K | 0.4% | —Held | |
| 41 | Citigroup Inc COM NEW | $507K | 3.6K | 0.4% | ▼−1.3% Reduced · −48 sh | |
| 42 | Goldman Sachs Group Inc COM | $500K | 495 | 0.4% | ▲+1.9% Added · +9 sh | |
| 43 | Amazon Com Inc COM | $471K | 2.0K | 0.4% | ▼−0.8% Reduced · −17 sh | |
| 44 | First TR Exchng Traded FD VI FT VEST US EQT | $470K | 7.8K | 0.4% | ▼−17% Reduced · −2K sh | |
| 45 | First TR Exchng Traded FD VI FT VEST UQ EQT | $444K | 8.1K | 0.4% | —Held | |
| 46 | First TR Exchng Traded FD VI FT VEST NAS | $443K | 12.7K | 0.4% | —Held | |
| 47 | Johnson Controls Internation SHS | $442K | 3.0K | 0.4% | ▲+0.2% Added · +7 sh | |
| 48 | RTX Corporation COM | $438K | 2.3K | 0.4% | ▼−7.9% Reduced · −199 sh | |
| 49 | First TR Exchng Traded FD VI FT VEST US EQT | $424K | 7.5K | 0.3% | —Held | |
| 50 | Walmart Inc COM | $406K | 3.6K | 0.3% | ▼−0.9% Reduced · −33 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 6, 2026 | 88 | $123.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 77 | $107.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 81 | $113.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 78 | $111.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 78 | $104.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 71 | $90.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 69 | $91.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.