Legacy Solutions, LLC Portfolio Holdings

Legacy Solutions, LLC

  • $104 Billion
  • Q2 2025

Legacy Solutions, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 78 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 $16.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.68B, Ishares Core S&P U.S Growth Et with a value of $7.86B, Ishares Core S&P U.S. Value Et with a value of $6.95B, and Capital Group Growth ETF Shs C with a value of $6.42B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $90.8B to 104B.

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 $104 Billion
ETFs: $86.1 Billion
Technology: $4.4 Billion
Financial Services: $3.41 Billion
Utilities: $1.78 Billion
Consumer Cyclical: $993 Million
Communication Services: $989 Million
Industrials: $960 Million
Consumer Defensive: $680 Million
Other: $1.43 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$1.02 Billion 0.98% of portfolio
3,166
Q2 2025 Added 1.15%
$112B
$933 Million 0.89% of portfolio
3,386
Q2 2025 Added 6.75%
$43.1B
$534 Million 0.51% of portfolio
12,300
Q2 2025 Reduced 0.11%
$69B
$389 Million 0.37% of portfolio
926
Q2 2025 Added 5.83%
$169B
$354 Million 0.34% of portfolio
4,158
Q2 2025 Added 11.06%
$73.2B
$344 Million 0.33% of portfolio
3,254
Q2 2025 Added 7.78%
$47.3B
$319 Million 0.31% of portfolio
2,471
Q2 2025 Added 6.74%
$173B
$272 Million 0.26% of portfolio
517
Q2 2025 Added 12.64%
$120B
$272 Million 0.26% of portfolio
3,029
Q2 2025 Added 9.47%
$64.5B
$235 Million 0.23% of portfolio
834
Q2 2025 Added 10.76%
$50.2B
$225 Million 0.22% of portfolio
896
Q2 2025 New
$54B
$224 Million 0.21% of portfolio
2,157
Q2 2025 Added 9.88%
$72.9B
$221 Million 0.21% of portfolio
1,417
Q2 2025 Added 9.42%
$103B
$210 Million 0.2% of portfolio
949
Q2 2025 New
$157B
$201 Million 0.19% of portfolio
5,644
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $104 Billion
  • Prior Value $90.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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