LEGACY SOLUTIONS, LLC — 13F holdings

LEGACY SOLUTIONS, LLC reported 91 holdings worth $131M in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $20.7M (15.8%)
2. SPDW SPDR INDEX SHS FDS — $9.99M (7.6%)
3. IUSG ISHARES TR — $8.85M (6.8%)
4. IUSV ISHARES TR — $8.14M (6.2%)
5. CGGR CAPITAL GROUP GROWTH ETF — $7.83M (6.0%)
6. JIVE J P MORGAN EXCHANGE TRADED F — $6.13M (4.7%)
7. IVOO VANGUARD ADMIRAL FDS INC — $4.64M (3.5%)
8. SPSM SPDR SERIES TRUST — $4.05M (3.1%)
9. SPEM SPDR INDEX SHS FDS — $3.46M (2.6%)
10. HTRB HARTFORD FDS EXCHANGE TRADED — $3.21M (2.5%)