13F Filings History of LEGACY SOLUTIONS, LLC
- Latest 13F filing
- Q2 2026 - 06 Jul 2026
- Latest reported 13F value
- $123,577,976
- Largest 13F holdings
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SPYM SPDW IUSG CGGR IUSV IVOO SPSM SPEM HTRB FBND SPAB MINT
+8 more
VUSB GSY VTI FMB ITOT NVDA MOAT AAPL - Form 13F summary
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- LEGACY SOLUTIONS, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LEGACY SOLUTIONS, LLC reported 88 equity holdings with a total reported market value of $123,577,976 for Q2 2026. Top reported holdings included SPYM, SPDW, IUSG, CGGR, and IUSV.
- Manager signature
- Angela Maria Stewart - Chief Compliance Officer
- Manager location
- Kennett Square, PA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$123,577,976
Quarter delta
+$15,661,626
Accepted
06 Jul 2026, 15:46
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $123,577,976 | +$8,929,989 | -$3,807,313 | +$5,122,676 | SPYM, SPDW, IUSG, CGGR, IUSV | 13F-HR | 06 Jul 2026, 15:46 |
| Q1 2026 | 77 | $107,916,350 | +$3,722,649 | -$6,619,939 | -$2,897,290 | SPYM, SPDW, IUSV, IUSG, CGGR | 13F-HR | 07 Apr 2026, 13:14 |
| Q4 2025 | 81 | $113,820,437 | +$2,881,785 | -$2,577,767 | +$304,018 | SPYM, SPDW, IUSG, IUSV, CGGR | 13F-HR | 13 Jan 2026, 17:55 |
| Q3 2025 | 78 | $111,212,770 | +$2,230,978 | -$1,819,827 | +$411,151 | SPLG, SPDW, IUSG, IUSV, CGGR | 13F-HR | 09 Oct 2025, 12:45 |
| Q2 2025 | 78 | $104,379,798 | +$6,295,438 | -$801,689 | +$5,493,749 | SPLG, SPDW, IUSG, IUSV, CGGR | 13F-HR | 15 Jul 2025, 17:16 |
| Q1 2025 | 71 | $90,784,691 | +$2,549,726 | -$598,768 | +$1,950,958 | SPLG, SPDW, IUSV, IUSG, MOAT | 13F-HR | 07 Apr 2025, 18:15 |
| Q4 2024 | 69 | $91,773,275 | $0 | $0 | $0 | SPLG, IUSG, SPDW, IUSV, MOAT | 13F-HR | 31 Jan 2025, 18:44 |