Legacy Solutions, LLC holds a focused book of 88 stocks worth $123.6M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-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.
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
Other tracked managers holding the same core names as Legacy Solutions, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $91.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $80.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $78.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $19.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.1B |
| CWM, LLC | 80 / 80 | $9.7B |
| Kestra Advisory Services, LLC | 80 / 80 | $8.0B |
| HARBOUR INVESTMENTS, INC. | 80 / 80 | $1.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Solutions, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.