account_balance
Investment manager · 13F filer · SEC CIK 2053314
Legacy Solutions, LLC
Reported value$131Mas of Sep 30, 2026
Positions91 6 new, 3 sold out
Top 10 weight58.8%SPYM alone is 16%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
15.8%
SPDWSPDR Index SHS FDS
7.6%
IUSGiShares Tr
6.8%Added +3%
IUSViShares Tr
6.2%Added +4%
CGGRCapital Group Growth ETF
6.0%Trimmed −3%
JIVEJ P Morgan Exchange Traded F
4.7%New
IVOOVanguard Admiral FDS Inc
3.5%Added +3%
SPSMSPDR Series Trust
3.1%Added +3%
SPEMSPDR Index SHS FDS
2.6%+2%
HTRBHartford FDS Exchange Traded
2.5%
FBNDFidelity Merrimack STR Tr
2.1%+9%
SPABSPDR Series Trust
2.1%+9%
SPYMSPDR Series Trust
15.8%
SPDWSPDR Index SHS FDS
7.6%
IUSGiShares Tr
6.8%
IUSViShares Tr
6.2%
CGGRCapital Group Growth ETF
6.0%−3%
JIVEJ P Morgan Exchange Traded F
4.7%
IVOOVanguard Admiral FDS Inc
3.5%
SPSM3.1%
SPEM
HTRB
FBND
SPAB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 15.8% Held
SPDW SPDR Index SHS FDS 7.6% Held
IUSG iShares Tr 6.8% Added +3%
IUSV iShares Tr 6.2% Added +4%
CGGR Capital Group Growth ETF 6.0% Trimmed −3%
JIVE J P Morgan Exchange Traded F 4.7% New
IVOO Vanguard Admiral FDS Inc 3.5% Added +3%
SPSM SPDR Series Trust 3.1% Added +3%
SPEM SPDR Index SHS FDS 2.6% Added +2%
HTRB Hartford FDS Exchange Traded 2.5% Added +11%
FBND Fidelity Merrimack STR Tr 2.1% Added +9%
SPAB SPDR Series Trust 2.1% Added +9%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.