13F Filings History of LEGACY SOLUTIONS, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$113,820,437
Signature - Title
Angela Maria Stewart - Chief Compliance Officer
Location
Kennett Square, PA
Summary
This page shows a list of all the recent 13F filings made by LEGACY SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEGACY SOLUTIONS, LLC reported 81 stock holdings with total value $113,820,437 as of Q4 2025. Top holdings included SPYM, SPDW, IUSG, IUSV, and CGGR.

Notify me when LEGACY SOLUTIONS, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $113,820,437 +$2,881,786 -$2,577,766 +$304,020 SPYM, SPDW, IUSG, IUSV, CGGR 13F-HR 13 Jan 2026, 17:55
Q3 2025 78 $111,212,770 +$2,230,977 -$1,819,828 +$411,149 SPLG, SPDW, IUSG, IUSV, CGGR 13F-HR 09 Oct 2025, 12:45
Q2 2025 78 $104,379,798 +$6,295,437 -$801,689 +$5,493,748 SPLG, SPDW, IUSG, IUSV, CGGR 13F-HR 15 Jul 2025, 17:16
Q1 2025 71 $90,784,691 +$2,549,724 -$598,768 +$1,950,956 SPLG, SPDW, IUSV, IUSG, MOAT 13F-HR 07 Apr 2025, 18:15
Q4 2024 69 $91,773,275 $0 $0 $0 SPLG, IUSG, SPDW, IUSV, MOAT 13F-HR 31 Jan 2025, 18:44