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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 | $226K | 0.2% | 1,700 SH | |
| AIR PRODS & CHEMS INC | COM | $222K | 0.2% | 753 SH | |
| ALPHABET INC | CAP STK CL A | $311K | 0.3% | 2,011 SH | |
| AMAZON COM INC | COM | $361K | 0.4% | 1,895 SH | |
| AMERICAN ELEC PWR CO INC | COM | $215K | 0.2% | 1,963 SH | |
| APPLE INC | COM | $773K | 0.9% | 3,481 SH | |
| BECTON DICKINSON & CO | COM | $230K | 0.3% | 1,004 SH | |
| BROADCOM INC | COM | $531K | 0.6% | 3,172 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $5.3M | 5.8% | 154,825 SH | |
| CITIGROUP INC | COM NEW | $266K | 0.3% | 3,744 SH | |
| CONOCOPHILLIPS | COM | $291K | 0.3% | 2,767 SH | |
| CONSTELLATION ENERGY CORP | COM | $631K | 0.7% | 3,130 SH | |
| D R HORTON INC | COM | $294K | 0.3% | 2,315 SH | |
| EXELON CORP | COM | $567K | 0.6% | 12,314 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.2M | 2.5% | 48,740 SH | |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.3M | 1.4% | 25,707 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $352K | 0.4% | 11,848 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $644K | 0.7% | 24,314 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $505K | 0.6% | 14,071 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $3.7M | 4.0% | 81,818 SH | |
| FS KKR CAP CORP | COM | $1.3M | 1.4% | 61,346 SH | |
| GOLDMAN SACHS GROUP INC | COM | $275K | 0.3% | 504 SH | |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $2.4M | 2.7% | 71,848 SH | |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.5M | 1.7% | 30,412 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $629K | 0.7% | 3,261 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $637K | 0.7% | 1,358 SH | |
| ISHARES TR | CORE S&P MCP ETF | $226K | 0.2% | 3,866 SH | |
| ISHARES TR | CORE S&P TTL STK | $688K | 0.8% | 5,641 SH | |
| ISHARES TR | CORE S&P US GWT | $6.5M | 7.2% | 51,323 SH | |
| ISHARES TR | CORE S&P US VLU | $6.6M | 7.3% | 71,985 SH | |
| ISHARES TR | CORE S&P500 ETF | $672K | 0.7% | 1,195 SH | |
| ISHARES TR | MSCI USA MIN VOL | $274K | 0.3% | 2,928 SH | |
| ISHARES TR | MSCI USA MMENTM | $388K | 0.4% | 1,922 SH | |
| ISHARES U S ETF TR | SHORT MATURITY M | $259K | 0.3% | 5,161 SH | |
| JOHNSON CTLS INTL PLC | SHS | $242K | 0.3% | 3,019 SH | |
| META PLATFORMS INC | CL A | $246K | 0.3% | 427 SH | |
| MICROSOFT CORP | COM | $693K | 0.8% | 1,845 SH | |
| MORGAN STANLEY | COM NEW | $336K | 0.4% | 2,877 SH | |
| MOTOROLA SOLUTIONS INC | COM NEW | $383K | 0.4% | 875 SH | |
| NVIDIA CORPORATION | COM | $561K | 0.6% | 5,180 SH | |
| PACER FDS TR | US CASH COWS 100 | $266K | 0.3% | 4,865 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.8M | 1.9% | 17,571 SH | |
| PROCTER AND GAMBLE CO | COM | $307K | 0.3% | 1,803 SH | |
| RTX CORPORATION | COM | $331K | 0.4% | 2,495 SH | |
| S&P GLOBAL INC | COM | $233K | 0.3% | 459 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $387K | 0.4% | 13,846 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $209K | 0.2% | 7,875 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $7.6M | 8.3% | 207,466 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.7M | 3.0% | 69,657 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $462K | 0.5% | 826 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $569K | 0.6% | 11,949 SH | |
| SPDR SER TR | PORTFOLIO AGRGTE | $2.1M | 2.4% | 84,104 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $14.2M | 15.6% | 216,005 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $3.0M | 3.3% | 73,238 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $5.5M | 6.1% | 62,873 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $3.7M | 4.0% | 37,184 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.1M | 1.3% | 14,536 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.3M | 1.4% | 25,099 SH | |
| VICTORY PORTFOLIOS II | VICTORYSHS US | $302K | 0.3% | 6,230 SH | |
| VISA INC | COM CL A | $397K | 0.4% | 1,133 SH | |
| WALMART INC | COM | $301K | 0.3% | 3,423 SH | |
| ZOETIS INC | CL A | $213K | 0.2% | 1,295 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 |