Legacy Investment Solutions, LLC Portfolio Holdings

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025

Legacy Investment Solutions, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $120 Million distributed in 791 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Neo Volta Inc. with a value of $15.1M, Proshares Tr Bitcoin Strategy with a value of $11M, Spdr Bloomberg 1 3 Month T Bil with a value of $7.69M, First Tr ETF Viii Tcw Unconstr with a value of $6.89M, and Blackrock Ultra Short Term Bon with a value of $5.01M.

Examining the 13F form we can see an decrease of $19.1M in the current position value, from $139M to 120M. Also it can be appreciated an additional of 108 stocks purchases and 1 closed positions.

Legacy Investment Solutions, LLC is based out at Meridian, ID

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

Portfolio value $120 Million
ETFs: $77.7 Million
Industrials: $16 Million
Financial Services: $8.85 Million
Technology: $8.14 Million
Energy: $1.56 Million
Consumer Cyclical: $1.54 Million
Communication Services: $709,000
Consumer Defensive: $632,000
Other: $852,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$155M
$15.1 Million 12.53% of portfolio
4,567,051
Q2 2025 Added 29.46%
$0
$11 Million 9.13% of portfolio
510,712
Q2 2025 Reduced 0.44%
$0
$7.69 Million 6.39% of portfolio
83,849
Q2 2025 Reduced 24.97%
$0
$6.89 Million 5.73% of portfolio
276,854
Q2 2025 Added 83.17%
$0
$5.01 Million 4.17% of portfolio
98,888
Q2 2025 Reduced 26.29%
$0
$3.89 Million 3.24% of portfolio
508,109
Q2 2025 Reduced 40.07%
$0
$3.8 Million 3.16% of portfolio
109,347
Q2 2025 Added 39.74%
$0
$3.49 Million 2.9% of portfolio
168,407
Q2 2025 Reduced 3.08%
$0
$3 Million 2.5% of portfolio
163,193
Q2 2025 Reduced 51.21%
$0
$2.83 Million 2.35% of portfolio
106,530
Q2 2025 Added 57.91%
$3.68B
$2.75 Million 2.29% of portfolio
6,811
Q2 2025 Reduced 8.75%
$0
$2.37 Million 1.97% of portfolio
71,427
Q2 2025 Added 58.24%
$0
$2.29 Million 1.9% of portfolio
22,862
Q2 2025 Reduced 52.67%
$0
$2.21 Million 1.84% of portfolio
46,989
Q2 2025 Reduced 31.12%
$0
$2.17 Million 1.81% of portfolio
68,328
Q2 2025 Added 56.86%
$0
$1.91 Million 1.59% of portfolio
16,228
Q2 2025 Added 2,439.59%
$9.89B
$1.85 Million 1.53% of portfolio
4,500
Q4 2024 Reduced 25.31%
$0
$1.69 Million 1.41% of portfolio
17,340
Q2 2025 Added 19,383.15%
$0
$1.65 Million 1.37% of portfolio
35,870
Q2 2025 Reduced 29.22%
$0
$1.41 Million 1.17% of portfolio
29,657
Q2 2025 Reduced 19.94%
$0
$1.38 Million 1.15% of portfolio
14,398
Q2 2025 New
$0
$1.36 Million 1.13% of portfolio
21,715
Q2 2025 Added 33.11%
$0
$1.26 Million 1.04% of portfolio
14,987
Q2 2025 Added 45.76%
$0
$1.17 Million 0.97% of portfolio
23,292
Q2 2025 Reduced 64.88%
$0
$1.13 Million 0.94% of portfolio
1,825
Q2 2025 Added 785.92%
$0
$1.08 Million 0.9% of portfolio
3,548
Q2 2025 Added 35.06%
$0
$978,000 0.81% of portfolio
8,863
Q2 2025 Reduced 18.25%
$3.69T
$939,000 0.78% of portfolio
4,579
Q2 2025 Added 34.4%
$2.26T
$903,000 0.75% of portfolio
4,120
Q2 2025 Added 4.54%
$456B
$829,000 0.69% of portfolio
5,252
Q2 2025 Added 3.88%
$0
$742,000 0.62% of portfolio
19,157
Q2 2025 Reduced 5.27%
$0
$654,000 0.54% of portfolio
28,653
Q2 2025 Added 66.76%
$0
$619,000 0.51% of portfolio
8,202
Q2 2025 Added 40.11%
$0
$585,000 0.49% of portfolio
9,779
Q2 2025 Added 39.46%
$0
$590,000 0.49% of portfolio
12,023
Q2 2025 Added 73.72%
$0
$559,000 0.46% of portfolio
27,091
Q2 2025 Reduced 29.03%
$3.95T
$519,000 0.43% of portfolio
1,045
Q2 2025 Reduced 8.09%
$0
$520,000 0.43% of portfolio
3,747
Q2 2025 Added 45.4%
$0
$445,000 0.37% of portfolio
4,491
Q2 2025 New
$0
$442,000 0.37% of portfolio
5,433
Q2 2025 Added 45.38%
$0
$442,000 0.37% of portfolio
3,370
Q2 2025 Added 307.0%
$439B
$418,000 0.35% of portfolio
423
Q2 2025 Added 10.44%
$0
$375,000 0.31% of portfolio
8,820
Q2 2025 New
$1.08T
$365,000 0.3% of portfolio
1,152
Q2 2025 Added 29.58%
$0
$343,000 0.29% of portfolio
82,004
Q2 2025 Reduced 8.16%
$0
$340,000 0.28% of portfolio
3,386
Q2 2025 New
$0
$299,000 0.25% of portfolio
5,407
Q2 2025 Reduced 66.37%
$0
$294,000 0.24% of portfolio
6,205
Q2 2025 Reduced 42.12%
$0
$286,000 0.24% of portfolio
4,621
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 791
  • Current Value $120 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 108 stocks
  • Additional Purchases 126 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 194 stocks
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