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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 | $248K | 0.2% | 1,852 SH | New |
| AIR PRODS & CHEMS INC | COM | $224K | 0.2% | 822 SH | New |
| ALPHABET INC | CAP STK CL A | $594K | 0.5%Prev: 0.7% | 2,444 SH | Decreased+68 SH |
| AMAZON COM INC | COM | $473K | 0.4%Prev: 0.4% | 2,153 SH | Increased+177 SH |
| AMERICAN ELEC PWR CO INC | COM | $238K | 0.2%Prev: 0.2% | 2,119 SH | Decreased-100 SH |
| APPLE INC | COM | $1.0M | 0.9%Prev: 1.1% | 4,103 SH | Decreased-777 SH |
| ARK ETF TR | INNOVATION ETF | $200K | 0.2%Prev: 0.2% | 2,320 SH | Decreased-1,232 SH |
| BECTON DICKINSON & CO | COM | $208K | 0.2% | 1,113 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $203K | 0.2%Prev: 0.2% | 403 SH | Decreased-131 SH |
| BROADCOM INC | COM | $1.1M | 1.0%Prev: 0.9% | 3,250 SH | Decreased+238 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.9M | 6.2%Prev: 6.5% | 157,302 SH | Decreased-13,149 SH |
| CITIGROUP INC | COM NEW | $411K | 0.4%Prev: 0.4% | 4,047 SH | Decreased+422 SH |
| CONOCOPHILLIPS | COM | $287K | 0.3%Prev: 0.3% | 3,032 SH | Decreased-80 SH |
| CONSTELLATION ENERGY CORP | COM | $988K | 0.9%Prev: 0.6% | 3,003 SH | Increased+13 SH |
| D R HORTON INC | COM | $416K | 0.4%Prev: 0.2% | 2,455 SH | Increased+1,182 SH |
| EXELON CORP | COM | $555K | 0.5%Prev: 0.5% | 12,321 SH | Decreased+43 SH |
| EXXON MOBIL CORP | COM | $259K | 0.2%Prev: 0.3% | 2,301 SH | Decreased-47 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.4M | 2.1%Prev: 2.2% | 51,258 SH | Decreased-8,307 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.5M | 1.3%Prev: 1.3% | 28,978 SH | Decreased-3,401 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $407K | 0.4%Prev: 0.7% | 12,182 SH | Decreased-10,625 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $762K | 0.7%Prev: 0.8% | 24,525 SH | Decreased-2,758 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $570K | 0.5%Prev: 0.5% | 14,597 SH | Decreased+970 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.5M | 4.0%Prev: 4.1% | 88,722 SH | Decreased-5,084 SH |
| FS KKR CAP CORP | COM | $948K | 0.9% | 63,514 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $431K | 0.4%Prev: 0.4% | 541 SH | Decreased+46 SH |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $2.6M | 2.3%Prev: 2.5% | 74,715 SH | Decreased-15,685 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $229K | 0.2%Prev: 0.2% | 810 SH | Decreased-3 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.6M | 1.5%Prev: 1.6% | 32,584 SH | Decreased-7,077 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $806K | 0.7%Prev: 0.8% | 3,261 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $796K | 0.7%Prev: 0.7% | 1,325 SH | Decreased+74 SH |
| ISHARES TR | CORE S&P MCP ETF | $253K | 0.2%Prev: 0.2% | 3,873 SH | Decreased+81 SH |
| ISHARES TR | CORE S&P TTL STK | $809K | 0.7%Prev: 1.3% | 5,555 SH | Decreased-3,908 SH |
| ISHARES TR | CORE S&P US GWT | $8.4M | 7.6%Prev: 6.8% | 51,096 SH | Increased+6,642 SH |
| ISHARES TR | CORE S&P US VLU | $7.4M | 6.6%Prev: 6.3% | 73,679 SH | Decreased+2,559 SH |
| ISHARES TR | CORE S&P500 ETF | $788K | 0.7%Prev: 0.9% | 1,178 SH | Decreased-253 SH |
| ISHARES TR | MSCI USA MIN VOL | $223K | 0.2%Prev: 0.2% | 2,349 SH | Decreased-1 SH |
| ISHARES TR | MSCI USA MMENTM | $493K | 0.4%Prev: 0.5% | 1,922 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $306K | 0.3%Prev: 0.2% | 652 SH | Increased-1,747 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $317K | 0.3%Prev: 0.2% | 6,275 SH | Increased+2,105 SH |
| JOHNSON CTLS INTL PLC | SHS | $338K | 0.3% | 3,072 SH | New |
| JPMORGAN CHASE & CO. | COM | $257K | 0.2% | 816 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $270K | 0.2%Prev: 0.2% | 883 SH | Increased+18 SH |
| META PLATFORMS INC | CL A | $379K | 0.3%Prev: 0.2% | 516 SH | Increased+83 SH |
| MICROSOFT CORP | COM | $1.1M | 1.0%Prev: 0.6% | 2,155 SH | Increased+199 SH |
| MORGAN STANLEY | COM NEW | $475K | 0.4%Prev: 0.5% | 2,985 SH | Decreased+242 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $422K | 0.4%Prev: 0.3% | 922 SH | Increased+100 SH |
| NVIDIA CORPORATION | COM | $1.2M | 1.1%Prev: 1.2% | 6,310 SH | Decreased-1,283 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.8M | 1.6%Prev: 1.7% | 18,079 SH | Decreased-3,047 SH |
| PROCTER AND GAMBLE CO | COM | $300K | 0.3% | 1,951 SH | New |
| RTX CORPORATION | COM | $437K | 0.4%Prev: 0.4% | 2,613 SH | Decreased+305 SH |
| S&P GLOBAL INC | COM | $247K | 0.2%Prev: 0.2% | 507 SH | Increased-46 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $232K | 0.2%Prev: 0.2% | 7,957 SH | Decreased-51 SH |
| SPDR GOLD TR | GOLD SHS | $1.3M | 1.2%Prev: 1.1% | 3,712 SH | Decreased-38 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $9.1M | 8.2% | 212,374 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.3M | 3.0% | 71,227 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $569K | 0.5% | 854 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | $659K | 0.6% | 13,663 SH | New |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | $2.3M | 2.0% | 87,863 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $17.8M | 16.0% | 227,496 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $3.5M | 3.2% | 76,637 SH | New |
| TESLA INC | COM | $296K | 0.3%Prev: 0.2% | 666 SH | Increased-33 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.1M | 5.5%Prev: 1.2% | 61,400 SH | Increased+47,360 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $4.2M | 3.8%Prev: 3.9% | 38,478 SH | Decreased+1,539 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.2M | 1.1%Prev: 1.1% | 14,823 SH | Decreased-3,230 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.6M | 1.4%Prev: 1.7% | 31,561 SH | Decreased-11,100 SH |
| VISA INC | COM CL A | $402K | 0.4%Prev: 0.3% | 1,177 SH | Increased+33 SH |
| WALMART INC | COM | $383K | 0.3%Prev: 0.3% | 3,715 SH | Decreased+126 SH |
| ZOETIS INC | CL A | $203K | 0.2% | 1,390 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 |