Legacy Solutions, LLC Portfolio Holdings

Legacy Solutions, LLC

  • $114 Billion
  • Q4 2025

Legacy Solutions, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.32B, Ishares Core S&P U.S Growth Et with a value of $7.98B, Ishares Core S&P U.S. Value Et with a value of $7.67B, and Capital Group Growth ETF Shs C with a value of $6.77B.

Examining the 13F form we can see an increase of $2.61B in the current position value, from $111B to 114B.

Legacy Solutions, LLC is based out at Kennett Square, PA

Below you can find more details about Legacy Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $93.6 Billion
Technology: $5.08 Billion
Financial Services: $3.15 Billion
Utilities: $1.85 Billion
Consumer Cyclical: $1.17 Billion
Communication Services: $1.15 Billion
Industrials: $1.11 Billion
Consumer Defensive: $681 Million
Other: $1.45 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$727 Million 0.64% of portfolio
49,056
Q4 2025 Reduced 22.76%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $114 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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