LEGACY SOLUTIONS, LLC

CIK

2053314

Location

KENNETT SQUARE, PA

Portfolio Value

Micro $18,573,554

Diversification

Diversified

Filing Date

Global Rank

#7,828 / 8,517 ▲ 195

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

-5.1%

Period ended 47 days ago

Filed Jul 6, 2026 · 41d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+18.7%

SPY

+27.3%

Annualised alpha

-5.4%

Max drawdown

−22.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

35 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

−19.3 pts

Top 5

34.3%

−14.5 pts

Top 10

54.4%

−10.3 pts

HHI

417

Diversified−566

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.6%	$5,868,767	8
Unclassified	20.0%	$3,720,450	4
Financial Services	14.6%	$2,707,537	7
Utilities	8.7%	$1,618,607	3
Industrials	6.1%	$1,131,530	3
Communication Services	5.9%	$1,093,015	2
Consumer Cyclical	5.2%	$972,304	3
Consumer Defensive	3.7%	$689,211	2
Energy	2.8%	$527,328	2
Basic Materials	1.3%	$244,805	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+345	7,593	$1,519,283
GOOGL	Alphabet Inc.	+170	2,376	$849,111
MSFT	Microsoft Corp	+147	1,956	$729,627
PG	PROCTER & GAMBLE Co	+71	1,928	$282,721
BRK-B	Berkshire Hathaway Inc	+41	534	$267,208
SPGI	S&P Global Inc.	+38	553	$225,214
JPM	Jpmorgan Chase & Co	+37	737	$241,242
MS	Morgan Stanley	+37	2,743	$573,396
APD	Air Products & Chemicals, Inc.	+25	835	$244,805
V	Visa Inc.	+21	1,144	$392,494
TSLA	Tesla, Inc.	+18	699	$293,999
AEP	American Electric Power Co Inc	+13	2,219	$303,581
EOG	Eog Resources Inc	+10	1,571	$203,805
LHX	L3harris Technologies, Inc. /De/	+10	865	$251,360
GS	Goldman Sachs Group Inc	+9	495	$500,628
JCI	Johnson Controls International plc	+7	3,027	$442,274
EXC	Exelon Corp	+4	12,278	$572,400
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−199	2,308	$437,896
C	Citigroup Inc	−48	3,625	$507,355
WMT	Walmart Inc.	−33	3,589	$406,490
AAPL	Apple Inc.	−33	4,880	$1,412,076
AMZN	Amazon Com Inc	−17	1,976	$470,959
QQQ	Invesco Qqq Trust, Series 1	−16	1,251	$921,236
COP	Conocophillips	−15	3,112	$323,523
META	Meta Platforms, Inc.	−9	433	$243,904
AVGO	Broadcom Inc.	−6	3,012	$1,137,783
CEG	Constellation Energy Corp	−1	2,990	$742,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	566	$270,304
MU	Micron Technology Inc	199	$229,703
IBM	International Business Machines Corp	813	$228,623
DHI	Horton D R Inc /De/	1,273	$207,346
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	162,397	$6,526,735
XOM	ExxonMobil Holdings Corp	2,334	$395,986
AKRE	Akre Focus ETF	3,971	$209,867
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $18,573,554 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	7,593	+345	$1,519,283	+20.2%	8.18%
AAPL	Apple Inc. Technology	Reduced	4,880	-33	$1,412,076	+13.2%	7.60%
GLD	Spdr Gold Trust	Held	3,750	0	$1,381,425	−14.4%	7.44%
AVGO	Broadcom Inc. Technology	Reduced	3,012	-6	$1,137,783	+21.8%	6.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,251	-16	$921,236	+26.0%	4.96%
GOOGL	Alphabet Inc. Communication Services	Added	2,376	+170	$849,111	+33.9%	4.57%
GLDM	World Gold Trust	Held	9,803	0	$778,554	−14.3%	4.19%
CEG	Constellation Energy Corp Utilities	Reduced	2,990	-1	$742,626	−11.1%	4.00%
MSFT	Microsoft Corp Technology	Added	1,956	+147	$729,627	+9.0%	3.93%
SPY	Spdr S&P 500 ETF Trust	Held	856	0	$639,235	+14.8%	3.44%
MS	Morgan Stanley Financial Services	Added	2,743	+37	$573,396	+28.8%	3.09%
EXC	Exelon Corp Utilities	Added	12,278	+4	$572,400	−4.9%	3.08%
C	Citigroup Inc Financial Services	Reduced	3,625	-48	$507,355	+21.8%	2.73%
GS	Goldman Sachs Group Inc Financial Services	Added	495	+9	$500,628	+21.8%	2.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,976	-17	$470,959	+13.5%	2.54%
JCI	Johnson Controls International plc Industrials	Added	3,027	+7	$442,274	+11.8%	2.38%
RTX	RTX Corp Industrials	Reduced	2,308	-199	$437,896	−9.5%	2.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,589	-33	$406,490	−9.7%	2.19%
V	Visa Inc. Financial Services	Added	1,144	+21	$392,494	+15.6%	2.11%
MSI	Motorola Solutions, Inc. Technology	Held	822	0	$341,368	−4.3%	1.84%
COP	Conocophillips Energy	Reduced	3,112	-15	$323,523	−21.6%	1.74%
AEP	American Electric Power Co Inc Utilities	Added	2,219	+13	$303,581	+5.0%	1.63%
TSLA	Tesla, Inc. Consumer Cyclical	Added	699	+18	$293,999	+16.1%	1.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,928	+71	$282,721	+5.4%	1.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	566	NEW	$270,304	NEW	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	534	+41	$267,208	+13.1%	1.44%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	865	+10	$251,360	−14.8%	1.35%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	835	+25	$244,805	+4.0%	1.32%
META	Meta Platforms, Inc. Communication Services	Reduced	433	-9	$243,904	−3.5%	1.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	737	+37	$241,242	+17.2%	1.30%
MU	Micron Technology Inc Technology	NEW	199	NEW	$229,703	NEW	1.24%
IBM	International Business Machines Corp Technology	NEW	813	NEW	$228,623	NEW	1.23%
SPGI	S&P Global Inc. Financial Services	Added	553	+38	$225,214	+2.8%	1.21%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	1,273	NEW	$207,346	NEW	1.12%
EOG	Eog Resources Inc Energy	Added	1,571	+10	$203,805	−9.7%	1.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.