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.