Legacy Solutions, LLC Portfolio Holdings

Legacy Solutions, LLC

  • $111 Billion
  • Q3 2025

Legacy Solutions, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $111 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 $17.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.09B, Ishares Core S&P U.S Growth Et with a value of $8.41B, Ishares Core S&P U.S. Value Et with a value of $7.36B, and Capital Group Growth ETF Shs C with a value of $6.91B.

Examining the 13F form we can see an increase of $6.83B in the current position value, from $104B to 111B.

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 $111 Billion
ETFs: $91.7 Billion
Technology: $5.06 Billion
Financial Services: $3.37 Billion
Utilities: $1.78 Billion
Consumer Cyclical: $1.18 Billion
Industrials: $1.04 Billion
Communication Services: $973 Million
Consumer Defensive: $683 Million
Other: $1.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Billion 16.03% of portfolio
227,496
Q3 2025 Added 0.32%
$0
$9.09 Billion 8.17% of portfolio
212,374
Q3 2025 Reduced 0.96%
$0
$8.41 Billion 7.56% of portfolio
51,096
Q3 2025 Reduced 2.21%
$0
$7.36 Billion 6.62% of portfolio
73,679
Q3 2025 Added 0.37%
$0
$6.91 Billion 6.21% of portfolio
157,302
Q3 2025 Reduced 0.46%
$0
$6.09 Billion 5.47% of portfolio
61,400
Q3 2025 Reduced 1.15%
$0
$4.25 Billion 3.82% of portfolio
38,478
Q3 2025 Added 0.4%
$0
$3.55 Billion 3.19% of portfolio
76,637
Q3 2025 Added 0.65%
$0
$3.33 Billion 3.0% of portfolio
71,227
Q3 2025 Reduced 1.9%
$0
$2.56 Billion 2.3% of portfolio
74,715
Q3 2025 Added 2.2%
$0
$2.37 Billion 2.13% of portfolio
51,258
Q3 2025 Added 4.35%
$0
$2.27 Billion 2.04% of portfolio
87,863
Q3 2025 Added 4.47%
$0
$1.82 Billion 1.64% of portfolio
18,079
Q3 2025 Added 5.25%
$0
$1.64 Billion 1.47% of portfolio
32,584
Q3 2025 Added 8.12%
-
$1.58 Billion 1.42% of portfolio
-
Q3 2025 Added 4.94%
$0
$1.47 Billion 1.32% of portfolio
28,978
Q3 2025 Added 14.09%
$506B
$1.18 Billion 1.06% of portfolio
6,310
Q3 2025 Added 2.4%
$0
$1.17 Billion 1.05% of portfolio
14,823
Q3 2025 Added 1.97%
$3.92T
$1.12 Billion 1.0% of portfolio
2,155
Q3 2025 Added 0.42%
$152B
$1.07 Billion 0.96% of portfolio
3,250
Q3 2025 Reduced 4.02%
$4.36T
$1.04 Billion 0.94% of portfolio
4,103
Q3 2025 Added 5.15%
$0
$1.04 Billion 0.94% of portfolio
20,674
Q3 2025 Added 3.67%
$117B
$988 Million 0.89% of portfolio
3,003
Q3 2025 Reduced 5.15%
$0
$948 Million 0.85% of portfolio
63,514
Q3 2025 Added 1.76%
$0
$847 Million 0.76% of portfolio
16,308
Q3 2025 Added 7.18%
$0
$809 Million 0.73% of portfolio
5,555
Q3 2025 Added 2.97%
$0
$806 Million 0.72% of portfolio
3,261
Q4 2024 New
$0
$796 Million 0.72% of portfolio
1,325
Q3 2025 Reduced 2.43%
$0
$788 Million 0.71% of portfolio
1,178
Q3 2025 Added 0.08%
$0
$659 Million 0.59% of portfolio
13,663
Q3 2025 Added 16.65%
$1.5T
$594 Million 0.53% of portfolio
2,444
Q3 2025 Added 4.98%
$0
$569 Million 0.51% of portfolio
854
Q2 2025 Added 3.39%
$46.8B
$555 Million 0.5% of portfolio
12,321
Q3 2025 Added 0.17%
$0
$545 Million 0.49% of portfolio
9,733
Q3 2025 Reduced 9.02%
$0
$486 Million 0.44% of portfolio
15,643
Q2 2025 Reduced 3.69%
$0
$490 Million 0.44% of portfolio
11,089
Q4 2024 New
$0
$493 Million 0.44% of portfolio
1,922
Q4 2024 New
$2.27T
$473 Million 0.43% of portfolio
2,153
Q3 2025 Added 2.43%
$280B
$475 Million 0.43% of portfolio
2,985
Q3 2025 Reduced 2.93%
$270B
$431 Million 0.39% of portfolio
541
Q3 2025 Reduced 4.08%
$261B
$437 Million 0.39% of portfolio
2,613
Q3 2025 Reduced 2.5%
$72.1B
$422 Million 0.38% of portfolio
922
Q3 2025 Reduced 0.43%
$0
$417 Million 0.38% of portfolio
7,985
Q2 2025 Added 41.48%
$51.9B
$416 Million 0.37% of portfolio
2,455
Q3 2025 Reduced 0.65%
$194B
$411 Million 0.37% of portfolio
4,047
Q3 2025 Reduced 2.67%
$0
$407 Million 0.37% of portfolio
12,182
Q3 2025 Added 2.82%
$564B
$402 Million 0.36% of portfolio
1,177
Q3 2025 Reduced 2.32%
$1.65T
$379 Million 0.34% of portfolio
516
Q3 2025 Added 0.98%
$277B
$383 Million 0.34% of portfolio
3,715
Q3 2025 Reduced 1.56%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $111 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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