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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173M
$15.1 Million 12.53% of portfolio
4,567,051
Q2 2025 Added 29.46%
$74.4M
$20,000 0.02% of portfolio
28,652
Q2 2025 Reduced 2.8%
$213M
$24,000 0.02% of portfolio
1,774
Q2 2025 Added 77.4%
$233M
$4,000 0.0% of portfolio
200
Q4 2024 New
$167M
$0 0.0% of portfolio
100
Q3 2024 New
$247M
$0 0.0% of portfolio
100
Q3 2024 New
$87.4M
$0 0.0% of portfolio
258
Q3 2024 New
$193M
$1,000 0.0% of portfolio
400
Q2 2025 New
$243M
$0 0.0% of portfolio
30
Q3 2024 New
$288M
$0 0.0% of portfolio
-
Q3 2024 New
$266M
$0 0.0% of portfolio
190
Q2 2025 Added 35.71%
$102M
$0 0.0% of portfolio
100
Q3 2024 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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