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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$1.07 Billion 0.96% of portfolio
3,250
Q3 2025 Reduced 4.02%
$117B
$988 Million 0.89% of portfolio
3,003
Q3 2025 Reduced 5.15%
$46.8B
$555 Million 0.5% of portfolio
12,321
Q3 2025 Added 0.17%
$72.1B
$422 Million 0.38% of portfolio
922
Q3 2025 Reduced 0.43%
$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%
$78.7B
$338 Million 0.3% of portfolio
3,072
Q3 2025 Reduced 5.59%
$112B
$287 Million 0.26% of portfolio
3,032
Q3 2025 Added 0.1%
$56.6B
$270 Million 0.24% of portfolio
883
Q3 2025 Reduced 1.45%
$160B
$247 Million 0.22% of portfolio
507
Q3 2025 Reduced 1.93%
$62.6B
$238 Million 0.21% of portfolio
2,119
Q3 2025 Reduced 1.76%
$54.3B
$224 Million 0.2% of portfolio
822
Q3 2025 Reduced 1.44%
$51.2B
$208 Million 0.19% of portfolio
1,113
Q3 2025 New
$67.5B
$203 Million 0.18% of portfolio
1,390
Q3 2025 Reduced 1.91%

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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