Legacy Solutions, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Angela Maria Stewart, reports the firm's position in 91 separate equity securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 62 of the 91 holdings identified as ETFs. The largest individual positions include the SPDR S&P 500 ETF Trust, which holds 23,085,100 shares, and the SPDR Series Trust Short Term Portfolio ETF, which holds 19,899,700 shares. Other significant individual stock holdings include NVIDIA Corporation with 6,711,000 shares, Apple Inc. with 4,118,000 shares, and Microsoft Corporation with 1,907,000 shares.
The filing lists a diverse range of other holdings, including shares in major technology companies such as Alphabet Inc. (241,000 shares), Meta Platforms Inc. (423,000 shares), and Taiwan Semiconductor Manufacturing Company (571,000 shares). Additionally, the portfolio includes substantial positions in financial institutions like JPMorgan Chase & Co. (734,000 shares) and Morgan Stanley (2,617,000 shares), as well as energy companies such as Exxon Mobil Corporation (2,346,000 shares) and Constellation Energy Corporation (2,990,000 shares).
