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CIK 0002053314 • 6 13F filings • Apr 8, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $235K | 0.2%Prev: 0.2% | 810 SH | Increased+57 SH |
| ALPHABET INC | CAP STK CL A | $634K | 0.6%Prev: 0.3% | 2,206 SH | Increased+195 SH |
| AMAZON COM INC | COM | $415K | 0.4%Prev: 0.4% | 1,993 SH | Increased+98 SH |
| AMERICAN ELEC PWR CO INC | COM | $289K | 0.3%Prev: 0.2% | 2,206 SH | Increased+243 SH |
| APPLE INC | COM | $1.2M | 1.2%Prev: 0.9% | 4,913 SH | Increased+1,432 SH |
| ARK ETF TR | INNOVATION ETF | $231K | 0.2% | 3,415 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $236K | 0.2% | 493 SH | New |
| BROADCOM INC | COM | $934K | 0.9%Prev: 0.6% | 3,018 SH | Increased-154 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $6.5M | 6.0%Prev: 5.8% | 162,397 SH | Increased+7,572 SH |
| CITIGROUP INC | COM NEW | $417K | 0.4%Prev: 0.3% | 3,673 SH | Increased-71 SH |
| CONOCOPHILLIPS | COM | $413K | 0.4%Prev: 0.3% | 3,127 SH | Increased+360 SH |
| CONSTELLATION ENERGY CORP | COM | $835K | 0.8%Prev: 0.7% | 2,991 SH | Increased-139 SH |
| EOG RES INC | COM | $226K | 0.2% | 1,561 SH | New |
| EXELON CORP | COM | $602K | 0.6%Prev: 0.6% | 12,274 SH | Increased-40 SH |
| EXXON MOBIL CORP | COM | $396K | 0.4% | 2,334 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.5M | 2.3%Prev: 2.5% | 55,126 SH | Increased+6,386 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.6M | 1.5%Prev: 1.4% | 31,696 SH | Increased+5,989 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | $234K | 0.2% | 8,955 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $439K | 0.4%Prev: 0.4% | 12,993 SH | Increased+1,145 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $664K | 0.6%Prev: 0.7% | 21,506 SH | Increased-2,808 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $545K | 0.5%Prev: 0.6% | 13,627 SH | Increased-444 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $405K | 0.4% | 8,145 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $4.6M | 4.3%Prev: 4.0% | 90,769 SH | Increased+8,951 SH |
| GOLDMAN SACHS GROUP INC | COM | $411K | 0.4%Prev: 0.3% | 486 SH | Increased-18 SH |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | $2.7M | 2.5%Prev: 2.7% | 81,193 SH | Increased+9,345 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $1.8M | 1.7%Prev: 1.7% | 36,049 SH | Increased+5,637 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $775K | 0.7%Prev: 0.7% | 3,261 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $731K | 0.7%Prev: 0.7% | 1,267 SH | Increased-91 SH |
| ISHARES TR | CORE S&P MCP ETF | $215K | 0.2%Prev: 0.2% | 3,183 SH | Decreased-683 SH |
| ISHARES TR | CORE S&P TTL STK | $1.1M | 1.0%Prev: 0.8% | 7,425 SH | Increased+1,784 SH |
| ISHARES TR | CORE S&P US GWT | $6.9M | 6.4%Prev: 7.2% | 44,498 SH | Increased-6,825 SH |
| ISHARES TR | CORE S&P US VLU | $7.2M | 6.7%Prev: 7.3% | 70,673 SH | Increased-1,312 SH |
| ISHARES TR | CORE S&P500 ETF | $705K | 0.7%Prev: 0.7% | 1,080 SH | Increased-115 SH |
| ISHARES TR | MSCI USA MIN VOL | $218K | 0.2%Prev: 0.3% | 2,350 SH | Decreased-578 SH |
| ISHARES TR | MSCI USA MMENTM | $461K | 0.4%Prev: 0.4% | 1,922 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $270K | 0.2% | 632 SH | New |
| ISHARES U S ETF TR | SHORT MATURITY M | $210K | 0.2%Prev: 0.3% | 4,170 SH | Decreased-991 SH |
| JOHNSON CTLS INTL PLC | SHS | $395K | 0.4%Prev: 0.3% | 3,020 SH | Increased+1 SH |
| JPMORGAN CHASE & CO. | COM | $206K | 0.2% | 700 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $295K | 0.3% | 855 SH | New |
| META PLATFORMS INC | CL A | $253K | 0.2%Prev: 0.3% | 442 SH | Increased+15 SH |
| MICROSOFT CORP | COM | $670K | 0.6%Prev: 0.8% | 1,809 SH | Decreased-36 SH |
| MORGAN STANLEY | COM NEW | $445K | 0.4%Prev: 0.4% | 2,706 SH | Increased-171 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $357K | 0.3%Prev: 0.4% | 822 SH | Decreased-53 SH |
| NVIDIA CORPORATION | COM | $1.3M | 1.2%Prev: 0.6% | 7,248 SH | Increased+2,068 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $2.0M | 1.8%Prev: 1.9% | 19,518 SH | Increased+1,947 SH |
| PROCTER AND GAMBLE CO | COM | $268K | 0.2%Prev: 0.3% | 1,857 SH | Decreased+54 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $210K | 0.2% | 3,971 SH | New |
| RTX CORPORATION | COM | $484K | 0.4%Prev: 0.4% | 2,507 SH | Increased+12 SH |
| S&P GLOBAL INC | COM | $219K | 0.2%Prev: 0.3% | 515 SH | Decreased+56 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $238K | 0.2%Prev: 0.2% | 7,798 SH | Increased-77 SH |
| SPDR GOLD TR | GOLD SHS | $1.6M | 1.5% | 3,750 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $8.9M | 8.3%Prev: 8.3% | 195,441 SH | Increased-12,025 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.1M | 2.9%Prev: 3.0% | 66,030 SH | Increased-3,627 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $556K | 0.5%Prev: 0.5% | 856 SH | Increased+30 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $24.0M | 22.2% | 409,473 SH | New |
| TESLA INC | COM | $253K | 0.2% | 681 SH | New |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $4.5M | 4.2%Prev: 6.1% | 46,956 SH | Decreased-15,917 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $4.2M | 3.9%Prev: 4.0% | 36,771 SH | Increased-413 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.3M | 1.2%Prev: 1.3% | 16,259 SH | Increased+1,723 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $2.2M | 2.0%Prev: 1.4% | 43,295 SH | Increased+18,196 SH |
| VISA INC | COM CL A | $339K | 0.3%Prev: 0.4% | 1,123 SH | Decreased-10 SH |
| WALMART INC | COM | $450K | 0.4%Prev: 0.3% | 3,622 SH | Increased+199 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $909K | 0.8% | 9,803 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 |