Legacy Solutions, LLC

13F filer · CIK 0002053314

Reported Jul 6, 2026

Net buyer this quarter

13F portfolio value$124MU.S. long equity reported on 13F

Positions405 new · 0 closed

Net flow last quarter+$2.57MBuys minus sells

Top 10 positions weight10.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 6, 202640 positions
SPABASTROTECH Corp	$2.62M	2.12%	Not reported	+8.0%	Q4 2024
NVDANvidia Corp	$1.52M	1.23%	0.00%	+4.8%	Q4 2024
AAPLApple Inc.	$1.41M	1.14%	0.00%	-0.7%	Q4 2024
BSVNBank7 Corp.	$1.41M	1.14%	0.19%	+11.0%	Q4 2024
GLDSPDR Gold Trust	$1.38M	1.12%	0.00%	Not reported	Q2 2025
QLTYQuality Distribution Inc	$1.14M	0.92%	0.10%	New	Q2 2026
AVGOBroadcom Inc.	$1.14M	0.92%	0.00%	-0.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$921K	0.75%	Not reported	-1.3%	Q4 2024
GOOGLAlphabet Inc.	$849K	0.69%	0.00%	+7.7%	Q4 2024
GLDMWorld Gold Trust	$779K	0.63%	0.00%	Not reported	Q1 2026
CEGConstellation Energy Corp	$743K	0.60%	0.00%	0.0%	Q4 2024
MSFTMicrosoft Corp	$730K	0.59%	0.00%	+8.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$639K	0.52%	Not reported	Not reported	Q4 2024
MSMorgan Stanley	$573K	0.46%	0.00%	+1.4%	Q4 2024
EXCExelon Corp	$572K	0.46%	0.00%	0.0%	Q4 2024
CCitigroup Inc	$507K	0.41%	0.00%	-1.3%	Q4 2024
GSGoldman Sachs Group Inc	$500K	0.40%	0.00%	+1.9%	Q4 2024
AMZNAmazon Com Inc	$471K	0.38%	0.00%	-0.9%	Q4 2024
JCIJohnson Controls International plc	$442K	0.36%	0.00%	+0.2%	Q4 2024
RTXRTX Corp	$438K	0.35%	0.00%	-7.9%	Q4 2024
WMTWalmart Inc.	$406K	0.33%	0.00%	-0.9%	Q4 2024
FMARCapital Trust Holdings Inc.	$399K	0.32%	0.04%	Not reported	Q4 2024
VVisa Inc.	$393K	0.32%	0.00%	+1.9%	Q4 2024
MSIMotorola Solutions, Inc.	$342K	0.28%	0.00%	Not reported	Q4 2024
COPConocophillips	$324K	0.26%	0.00%	-0.5%	Q4 2024
XOMExxonMobil Holdings Corp	$321K	0.26%	0.00%	+0.6%	Q2 2025
AEPAmerican Electric Power Co Inc	$304K	0.25%	0.00%	+0.6%	Q1 2025
TSLATesla, Inc.	$294K	0.24%	0.00%	+2.6%	Q4 2024
PGPROCTER & GAMBLE Co	$283K	0.23%	0.00%	+3.8%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$270K	0.22%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$267K	0.22%	Not reported	+8.3%	Q3 2025
LHXL3harris Technologies, Inc.	$251K	0.20%	0.00%	+1.2%	Q2 2025
APDAir Products & Chemicals, Inc.	$245K	0.20%	0.00%	+3.1%	Q4 2024
METAMeta Platforms, Inc.	$244K	0.20%	Not reported	-2.0%	Q4 2024
JPMJPMorgan Chase & Co	$241K	0.20%	0.00%	+5.3%	Q2 2025
MUMicron Technology Inc	$230K	0.19%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$229K	0.19%	0.00%	Not reported	Q2 2025
SPGIS&P Global Inc.	$225K	0.18%	0.00%	+7.4%	Q4 2024
DHIHorton D R Inc	$207K	0.17%	0.00%	Not reported	Q4 2024
EOGEog Resources Inc	$204K	0.16%	0.00%	+0.6%	Q1 2026
Q1 2026Reported Apr 7, 202635 positions
SPABASTROTECH Corp	$2.43M	2.26%	Not reported	+5.8%	Q4 2024
GLDSPDR Gold Trust	$1.61M	1.50%	0.00%	+0.6%	Q2 2025
BSVNBank7 Corp.	$1.27M	1.18%	0.17%	+9.0%	Q4 2024
NVDANvidia Corp	$1.26M	1.17%	0.00%	+13.1%	Q4 2024
AAPLApple Inc.	$1.25M	1.16%	0.00%	+17.3%	Q4 2024
AVGOBroadcom Inc.	$934K	0.87%	0.00%	-6.0%	Q4 2024
GLDMWorld Gold Trust	$909K	0.84%	0.00%	New	Q1 2026
CEGConstellation Energy Corp	$835K	0.77%	0.00%	-0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$731K	0.68%	Not reported	-1.9%	Q4 2024
MSFTMicrosoft Corp	$670K	0.62%	0.00%	-15.9%	Q4 2024
GOOGLAlphabet Inc.	$634K	0.59%	0.00%	-13.4%	Q4 2024
EXCExelon Corp	$602K	0.56%	0.00%	-0.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$556K	0.52%	Not reported	+0.1%	Q4 2024
RTXRTX Corp	$484K	0.45%	0.00%	-5.1%	Q4 2024
WMTWalmart Inc.	$450K	0.42%	0.00%	-0.7%	Q4 2024
MSMorgan Stanley	$445K	0.41%	0.00%	-8.7%	Q4 2024
CCitigroup Inc	$417K	0.39%	0.00%	-9.7%	Q4 2024
AMZNAmazon Com Inc	$415K	0.38%	0.00%	-10.5%	Q4 2024
COPConocophillips	$413K	0.38%	0.00%	-1.3%	Q4 2024
GSGoldman Sachs Group Inc	$411K	0.38%	0.00%	-7.3%	Q4 2024
XOMExxonMobil Holdings Corp	$396K	0.37%	0.00%	+5.6%	Q2 2025
JCIJohnson Controls International plc	$395K	0.37%	0.00%	-0.1%	Q4 2024
FMARCapital Trust Holdings Inc.	$370K	0.34%	0.04%	+7.1%	Q4 2024
MSIMotorola Solutions, Inc.	$357K	0.33%	0.00%	-9.5%	Q4 2024
VVisa Inc.	$339K	0.31%	0.00%	-8.0%	Q4 2024
LHXL3harris Technologies, Inc.	$295K	0.27%	0.00%	-6.2%	Q2 2025
AEPAmerican Electric Power Co Inc	$289K	0.27%	0.00%	+0.3%	Q1 2025
PGPROCTER & GAMBLE Co	$268K	0.25%	0.00%	-3.1%	Q4 2024
TSLATesla, Inc.	$253K	0.23%	0.00%	-0.7%	Q4 2024
METAMeta Platforms, Inc.	$253K	0.23%	Not reported	-16.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$236K	0.22%	Not reported	Not reported	Q3 2025
APDAir Products & Chemicals, Inc.	$235K	0.22%	0.00%	-7.0%	Q4 2024
EOGEog Resources Inc	$226K	0.21%	0.00%	New	Q1 2026
SPGIS&P Global Inc.	$219K	0.20%	0.00%	-1.0%	Q4 2024
JPMJPMorgan Chase & Co	$206K	0.19%	0.00%	-15.4%	Q2 2025
Q4 2025Reported Jan 14, 202638 positions
SPABASTROTECH Corp	$2.31M	2.03%	Not reported	+2.2%	Q4 2024
GLDSPDR Gold Trust	$1.48M	1.30%	0.00%	+0.4%	Q2 2025
NVDANvidia Corp	$1.2M	1.05%	0.00%	+1.6%	Q4 2024
BSVNBank7 Corp.	$1.18M	1.03%	0.16%	+0.7%	Q4 2024
AAPLApple Inc.	$1.14M	1.00%	0.00%	+2.1%	Q4 2024
AVGOBroadcom Inc.	$1.11M	0.98%	0.00%	-1.2%	Q4 2024
CEGConstellation Energy Corp	$1.06M	0.93%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.04M	0.91%	0.00%	-0.1%	Q4 2024
GOOGLAlphabet Inc.	$798K	0.70%	0.00%	+4.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$794K	0.70%	Not reported	-2.5%	Q4 2024
FSKFS KKR Capital Corp	$727K	0.64%	0.02%	-22.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$583K	0.51%	Not reported	+0.1%	Q4 2024
EXCExelon Corp	$537K	0.47%	0.00%	Not reported	Q4 2024
MSMorgan Stanley	$526K	0.46%	0.00%	-0.7%	Q4 2024
AMZNAmazon Com Inc	$514K	0.45%	0.00%	+3.4%	Q4 2024
RTXRTX Corp	$485K	0.43%	0.00%	+1.1%	Q4 2024
CCitigroup Inc	$475K	0.42%	0.00%	+0.5%	Q4 2024
GSGoldman Sachs Group Inc	$460K	0.40%	0.00%	-3.1%	Q4 2024
VVisa Inc.	$428K	0.38%	0.00%	+3.7%	Q4 2024
WMTWalmart Inc.	$406K	0.36%	0.00%	-1.8%	Q4 2024
JCIJohnson Controls International plc	$362K	0.32%	0.00%	-1.6%	Q4 2024
DHIHorton D R Inc	$352K	0.31%	0.00%	-0.5%	Q4 2024
METAMeta Platforms, Inc.	$349K	0.31%	Not reported	+2.3%	Q4 2024
MSIMotorola Solutions, Inc.	$348K	0.31%	0.00%	-1.5%	Q4 2024
FMARCapital Trust Holdings Inc.	$338K	0.30%	0.04%	Not reported	Q4 2024
TSLATesla, Inc.	$309K	0.27%	0.00%	+3.0%	Q4 2024
COPConocophillips	$296K	0.26%	0.00%	+4.5%	Q4 2024
PGPROCTER & GAMBLE Co	$275K	0.24%	0.00%	-1.8%	Q4 2024
SPGIS&P Global Inc.	$272K	0.24%	0.00%	+2.6%	Q4 2024
LHXL3harris Technologies, Inc.	$267K	0.23%	0.00%	+3.2%	Q2 2025
JPMJPMorgan Chase & Co	$267K	0.23%	0.00%	+1.4%	Q2 2025
XOMExxonMobil Holdings Corp	$266K	0.23%	0.00%	-4.0%	Q2 2025
AEPAmerican Electric Power Co Inc	$254K	0.22%	0.00%	+3.8%	Q1 2025
IBMInternational Business Machines Corp	$245K	0.22%	0.00%	+2.1%	Q2 2025
ABTAbbott Laboratories	$237K	0.21%	0.00%	+2.3%	Q1 2025
BDXBecton Dickinson & Co	$227K	0.20%	0.00%	+5.3%	Q4 2024
APDAir Products & Chemicals, Inc.	$215K	0.19%	0.00%	+6.0%	Q4 2024
MDTMedtronic plc	$206K	0.18%	0.00%	New	Q4 2025
Q3 2025Reported Oct 9, 202539 positions
SPABASTROTECH Corp	$2.27M	2.04%	Not reported	+4.5%	Q4 2024
GLDSPDR Gold Trust	$1.32M	1.19%	0.00%	+4.1%	Q2 2025
NVDANvidia Corp	$1.18M	1.06%	0.00%	+2.4%	Q4 2024
BSVNBank7 Corp.	$1.17M	1.05%	0.16%	+2.0%	Q4 2024
MSFTMicrosoft Corp	$1.12M	1.00%	0.00%	+0.4%	Q4 2024
AVGOBroadcom Inc.	$1.07M	0.96%	0.00%	-4.0%	Q4 2024
AAPLApple Inc.	$1.04M	0.94%	0.00%	+5.2%	Q4 2024
CEGConstellation Energy Corp	$988K	0.89%	0.00%	-5.2%	Q4 2024
FSKFS KKR Capital Corp	$948K	0.85%	0.02%	+1.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$796K	0.72%	Not reported	-2.4%	Q4 2024
GOOGLAlphabet Inc.	$594K	0.53%	0.00%	+5.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$569K	0.51%	Not reported	Not reported	Q4 2024
EXCExelon Corp	$555K	0.50%	0.00%	+0.2%	Q4 2024
MSMorgan Stanley	$475K	0.43%	0.00%	-2.9%	Q4 2024
AMZNAmazon Com Inc	$473K	0.43%	0.00%	+2.4%	Q4 2024
RTXRTX Corp	$437K	0.39%	0.00%	-2.5%	Q4 2024
GSGoldman Sachs Group Inc	$431K	0.39%	0.00%	-4.1%	Q4 2024
MSIMotorola Solutions, Inc.	$422K	0.38%	0.00%	-0.4%	Q4 2024
DHIHorton D R Inc	$416K	0.37%	0.00%	-0.7%	Q4 2024
CCitigroup Inc	$411K	0.37%	0.00%	-2.7%	Q4 2024
VVisa Inc.	$402K	0.36%	0.00%	-2.3%	Q4 2024
WMTWalmart Inc.	$383K	0.34%	0.00%	-1.6%	Q4 2024
METAMeta Platforms, Inc.	$379K	0.34%	Not reported	+1.0%	Q4 2024
JCIJohnson Controls International plc	$338K	0.30%	0.00%	-5.6%	Q4 2024
FMARCapital Trust Holdings Inc.	$330K	0.30%	0.04%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$300K	0.27%	0.00%	-0.2%	Q4 2024
TSLATesla, Inc.	$296K	0.27%	0.00%	-0.6%	Q4 2024
COPConocophillips	$287K	0.26%	0.00%	+0.1%	Q4 2024
LHXL3harris Technologies, Inc.	$270K	0.24%	0.00%	-1.5%	Q2 2025
XOMExxonMobil Holdings Corp	$259K	0.23%	0.00%	+1.1%	Q2 2025
JPMJPMorgan Chase & Co	$257K	0.23%	0.00%	+3.4%	Q2 2025
ABTAbbott Laboratories	$248K	0.22%	0.00%	+0.5%	Q1 2025
SPGIS&P Global Inc.	$247K	0.22%	0.00%	-1.9%	Q4 2024
AEPAmerican Electric Power Co Inc	$238K	0.21%	0.00%	-1.8%	Q1 2025
IBMInternational Business Machines Corp	$229K	0.21%	0.00%	-0.7%	Q2 2025
APDAir Products & Chemicals, Inc.	$224K	0.20%	0.00%	-1.4%	Q4 2024
BDXBecton Dickinson & Co	$208K	0.19%	0.00%	Not reported	Q4 2024
ZTSZoetis Inc.	$203K	0.18%	0.00%	-1.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$203K	0.18%	Not reported	New	Q3 2025

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