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CIK 0002053314 • 6 13F filings • Apr 8, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $237K | 0.2% | 1,895 SH | New |
| AIR PRODS & CHEMS INC | COM | $215K | 0.2% | 871 SH | New |
| ALPHABET INC | CAP STK CL A | $798K | 0.7%Prev: 0.6% | 2,548 SH | Decreased+138 SH |
| AMAZON COM INC | COM | $514K | 0.5%Prev: 0.3% | 2,226 SH | Increased+476 SH |
| AMERICAN ELEC PWR CO INC | COM | $254K | 0.2%Prev: 0.2% | 2,199 SH | Increased+132 SH |
| APPLE INC | COM | $1.1M | 1.0%Prev: 1.0% | 4,189 SH | Decreased+71 SH |
| ARK ETF TR | INNOVATION ETF | $250K | 0.2%Prev: 0.2% | 3,256 SH | Decreased-158 SH |
| BECTON DICKINSON & CO | COM | $227K | 0.2%Prev: 0.2% | 1,172 SH | Increased-89 SH |
| BROADCOM INC | COM | $1.1M | 1.0%Prev: 0.5% | 3,212 SH | Increased+1,348 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.8M | 5.9% | 152,167 SH | New |
| CITIGROUP INC | COM NEW | $475K | 0.4%Prev: 0.3% | 4,069 SH | Increased+636 SH |
| CONOCOPHILLIPS | COM | $296K | 0.3%Prev: 0.3% | 3,167 SH | Decreased+174 SH |
| CONSTELLATION ENERGY CORP | COM | $1.1M | 0.9%Prev: 0.6% | 3,003 SH | Increased+13 SH |
| D R HORTON INC | COM | $352K | 0.3% | 2,444 SH | New |
| EXELON CORP | COM | $537K | 0.5%Prev: 0.4% | 12,321 SH | Increased+43 SH |
| EXXON MOBIL CORP | COM | $266K | 0.2%Prev: 0.3% | 2,210 SH | Decreased-136 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.4M | 2.1%Prev: 2.1% | 51,796 SH | Decreased-13,128 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.5M | 1.3%Prev: 1.2% | 29,565 SH | Decreased-3,438 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $233K | 0.2%Prev: 0.2% | 8,955 SH | Decreased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $417K | 0.4% | 12,182 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $886K | 0.8%Prev: 0.7% | 27,743 SH | Decreased+460 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $544K | 0.5%Prev: 0.5% | 13,627 SH | Decreased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $417K | 0.4%Prev: 0.3% | 8,145 SH | Decreased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.8M | 4.2%Prev: 4.0% | 92,830 SH | Decreased-955 SH |
| FS KKR CAP CORP | COM | $727K | 0.6% | 49,056 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $460K | 0.4%Prev: 0.3% | 524 SH | Increased+68 SH |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $2.6M | 2.3%Prev: 2.5% | 76,013 SH | Decreased-24,243 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $245K | 0.2% | 827 SH | New |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.6M | 1.4%Prev: 1.6% | 32,586 SH | Decreased-8,360 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $825K | 0.7%Prev: 0.8% | 3,261 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $794K | 0.7%Prev: 0.7% | 1,292 SH | Decreased+64 SH |
| ISHARES TR | CORE S&P MCP ETF | $256K | 0.2%Prev: 0.2% | 3,875 SH | Decreased+80 SH |
| ISHARES TR | CORE S&P TTL STK | $878K | 0.8%Prev: 1.2% | 5,904 SH | Decreased-3,563 SH |
| ISHARES TR | CORE S&P US GWT | $8.0M | 7.0%Prev: 6.8% | 47,524 SH | Decreased+1,843 SH |
| ISHARES TR | CORE S&P US VLU | $7.7M | 6.7%Prev: 6.2% | 74,831 SH | Decreased+987 SH |
| ISHARES TR | CORE S&P500 ETF | $808K | 0.7%Prev: 0.8% | 1,180 SH | Decreased-252 SH |
| ISHARES TR | MSCI USA MIN VOL | $221K | 0.2% | 2,349 SH | New |
| ISHARES TR | MSCI USA MMENTM | $481K | 0.4%Prev: 0.5% | 1,922 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $309K | 0.3%Prev: 0.2% | 652 SH | Increased-1,747 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $210K | 0.2% | 4,170 SH | New |
| JOHNSON CTLS INTL PLC | SHS | $362K | 0.3% | 3,024 SH | New |
| JPMORGAN CHASE & CO. | COM | $267K | 0.2% | 827 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $267K | 0.2% | 911 SH | New |
| MEDTRONIC PLC | SHS | $206K | 0.2%Prev: 0.2% | 2,147 SH | Decreased-375 SH |
| META PLATFORMS INC | CL A | $349K | 0.3%Prev: 0.2% | 528 SH | Increased+105 SH |
| MICROSOFT CORP | COM | $1.0M | 0.9%Prev: 0.7% | 2,152 SH | Increased+245 SH |
| MORGAN STANLEY | COM NEW | $526K | 0.5%Prev: 0.4% | 2,963 SH | Increased+346 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $348K | 0.3%Prev: 0.3% | 908 SH | Decreased+122 SH |
| NVIDIA CORPORATION | COM | $1.2M | 1.1%Prev: 1.2% | 6,408 SH | Decreased-303 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.8M | 1.6%Prev: 1.7% | 18,185 SH | Decreased-4,332 SH |
| PROCTER AND GAMBLE CO | COM | $275K | 0.2% | 1,916 SH | New |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $260K | 0.2%Prev: 0.2% | 3,971 SH | Increased |
| RTX CORPORATION | COM | $485K | 0.4%Prev: 0.3% | 2,642 SH | Increased+462 SH |
| S&P GLOBAL INC | COM | $272K | 0.2%Prev: 0.2% | 520 SH | Increased-15 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $235K | 0.2%Prev: 0.2% | 7,953 SH | Decreased-51 SH |
| SPDR GOLD TR | GOLD SHS | $1.5M | 1.3%Prev: 1.1% | 3,728 SH | Increased-1 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $9.3M | 8.2% | 209,763 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.4M | 3.0% | 71,794 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $583K | 0.5% | 855 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $24.7M | 21.7% | 406,945 SH | New |
| TESLA INC | COM | $309K | 0.3%Prev: 0.2% | 686 SH | Increased-3 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.0M | 5.3%Prev: 1.1% | 58,122 SH | Increased+44,574 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $4.4M | 3.9%Prev: 3.5% | 39,459 SH | Decreased+1,333 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.2M | 1.0%Prev: 1.2% | 14,919 SH | Decreased-5,160 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.0M | 1.7%Prev: 1.6% | 39,825 SH | Decreased-2,454 SH |
| VISA INC | COM CL A | $428K | 0.4%Prev: 0.3% | 1,220 SH | Increased+120 SH |
| WALMART INC | COM | $406K | 0.4%Prev: 0.3% | 3,647 SH | Increased+263 SH |
| 13F-HR |
| 0002053314-25-000006 |
| $111.2M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0002053314-26-000003 | $123.6M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0002053314-25-000005 | $104.4M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0002053314-26-000002 | $107.9M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0002053314-25-000002 | $90.8M | View |