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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 | $251K | 0.2% | 1,842 SH | New |
| AIR PRODS & CHEMS INC | COM | $235K | 0.2%Prev: 0.2% | 834 SH | Increased+24 SH |
| ALPHABET INC | CAP STK CL A | $410K | 0.4%Prev: 0.6% | 2,328 SH | Decreased+122 SH |
| AMAZON COM INC | COM | $461K | 0.4%Prev: 0.4% | 2,102 SH | Increased+109 SH |
| AMERICAN ELEC PWR CO INC | COM | $224K | 0.2%Prev: 0.3% | 2,157 SH | Decreased-49 SH |
| AMERICAN TOWER CORP NEW | COM | $210K | 0.2% | 949 SH | New |
| APPLE INC | COM | $800K | 0.8%Prev: 1.2% | 3,902 SH | Decreased-1,011 SH |
| BROADCOM INC | COM | $933K | 0.9%Prev: 0.9% | 3,386 SH | Decreased+368 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.4M | 6.2%Prev: 6.0% | 158,030 SH | Decreased-4,367 SH |
| CITIGROUP INC | COM NEW | $354K | 0.3%Prev: 0.4% | 4,158 SH | Decreased+485 SH |
| COMCAST CORP NEW | CL A | $201K | 0.2% | 5,644 SH | New |
| CONOCOPHILLIPS | COM | $272K | 0.3%Prev: 0.4% | 3,029 SH | Decreased-98 SH |
| CONSTELLATION ENERGY CORP | COM | $1.0M | 1.0%Prev: 0.8% | 3,166 SH | Increased+175 SH |
| D R HORTON INC | COM | $319K | 0.3% | 2,471 SH | New |
| EXELON CORP | COM | $534K | 0.5%Prev: 0.6% | 12,300 SH | Decreased+26 SH |
| EXXON MOBIL CORP | COM | $245K | 0.2%Prev: 0.4% | 2,277 SH | Decreased-57 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.2M | 2.2%Prev: 2.3% | 49,122 SH | Decreased-6,004 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.3M | 1.2%Prev: 1.5% | 25,399 SH | Decreased-6,297 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $377K | 0.4%Prev: 0.4% | 11,848 SH | Decreased-1,145 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $721K | 0.7%Prev: 0.6% | 24,387 SH | Increased+2,881 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $532K | 0.5%Prev: 0.5% | 14,071 SH | Decreased+444 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.0M | 3.8%Prev: 4.3% | 83,500 SH | Decreased-7,269 SH |
| FS KKR CAP CORP | COM | $1.3M | 1.2% | 62,414 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $399K | 0.4%Prev: 0.4% | 564 SH | Decreased+78 SH |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $2.5M | 2.4%Prev: 2.5% | 73,107 SH | Decreased-8,086 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $241K | 0.2% | 816 SH | New |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.5M | 1.4%Prev: 1.7% | 30,137 SH | Decreased-5,912 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $741K | 0.7%Prev: 0.7% | 3,261 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $749K | 0.7%Prev: 0.7% | 1,358 SH | Increased+91 SH |
| ISHARES TR | CORE S&P MCP ETF | $240K | 0.2%Prev: 0.2% | 3,870 SH | Increased+687 SH |
| ISHARES TR | CORE S&P TTL STK | $728K | 0.7%Prev: 1.0% | 5,395 SH | Decreased-2,030 SH |
| ISHARES TR | CORE S&P US GWT | $7.9M | 7.5%Prev: 6.4% | 52,251 SH | Increased+7,753 SH |
| ISHARES TR | CORE S&P US VLU | $6.9M | 6.7%Prev: 6.7% | 73,408 SH | Decreased+2,735 SH |
| ISHARES TR | CORE S&P500 ETF | $731K | 0.7%Prev: 0.7% | 1,177 SH | Increased+97 SH |
| ISHARES TR | MSCI USA MIN VOL | $226K | 0.2%Prev: 0.2% | 2,404 SH | Increased+54 SH |
| ISHARES TR | MSCI USA MMENTM | $462K | 0.4%Prev: 0.4% | 1,922 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $277K | 0.3%Prev: 0.2% | 652 SH | Increased+20 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $259K | 0.2%Prev: 0.2% | 5,161 SH | Increased+991 SH |
| JOHNSON CTLS INTL PLC | SHS | $344K | 0.3%Prev: 0.4% | 3,254 SH | Decreased+234 SH |
| JPMORGAN CHASE & CO. | COM | $229K | 0.2%Prev: 0.2% | 789 SH | Increased+89 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $225K | 0.2%Prev: 0.3% | 896 SH | Decreased+41 SH |
| META PLATFORMS INC | CL A | $377K | 0.4%Prev: 0.2% | 511 SH | Increased+69 SH |
| MICROSOFT CORP | COM | $1.1M | 1.0%Prev: 0.6% | 2,146 SH | Increased+337 SH |
| MORGAN STANLEY | COM NEW | $433K | 0.4%Prev: 0.4% | 3,075 SH | Decreased+369 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $389K | 0.4%Prev: 0.3% | 926 SH | Increased+104 SH |
| NVIDIA CORPORATION | COM | $974K | 0.9%Prev: 1.2% | 6,162 SH | Decreased-1,086 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.7M | 1.7%Prev: 1.8% | 17,177 SH | Decreased-2,341 SH |
| PROCTER AND GAMBLE CO | COM | $311K | 0.3%Prev: 0.2% | 1,954 SH | Increased+97 SH |
| RTX CORPORATION | COM | $391K | 0.4%Prev: 0.4% | 2,680 SH | Decreased+173 SH |
| S&P GLOBAL INC | COM | $272K | 0.3%Prev: 0.2% | 517 SH | Increased+2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $359K | 0.3% | 13,534 SH | New |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $219K | 0.2%Prev: 0.2% | 7,917 SH | Decreased+119 SH |
| SPDR GOLD TR | GOLD SHS | $1.1M | 1.0%Prev: 1.5% | 3,565 SH | Decreased-185 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $8.7M | 8.3%Prev: 8.3% | 214,437 SH | Decreased+18,996 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.1M | 3.0%Prev: 2.9% | 72,608 SH | Increased+6,578 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $528K | 0.5%Prev: 0.5% | 854 SH | Decreased-2 SH |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | $560K | 0.5% | 11,713 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $2.2M | 2.1% | 84,106 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $16.5M | 15.8% | 226,767 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $3.2M | 3.1% | 76,140 SH | New |
| TESLA INC | COM | $213K | 0.2%Prev: 0.2% | 670 SH | Decreased-11 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $5.8M | 5.6%Prev: 4.2% | 62,116 SH | Increased+15,160 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $4.0M | 3.9%Prev: 3.9% | 38,325 SH | Decreased+1,554 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.1M | 1.1%Prev: 1.2% | 14,537 SH | Decreased-1,722 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.5M | 1.4%Prev: 2.0% | 30,075 SH | Decreased-13,220 SH |
| VICTORY PORTFOLIOS II | VICTORYSHS US | $307K | 0.3% | 6,230 SH | New |
| VISA INC | COM CL A | $428K | 0.4%Prev: 0.3% | 1,205 SH | Increased+82 SH |
| WALMART INC | COM | $369K | 0.4%Prev: 0.4% | 3,774 SH | Decreased+152 SH |
| ZOETIS INC | CL A | $221K | 0.2% | 1,417 SH | New |
| 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 |