Legacy Solutions, LLC ETF holdings
Kennett Square, PA
Reported $108.4M in 56 ETFs in its Form 13F for June 30, 2026.
ETF value
$108.4M
ETFs held
56
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
87.7%
of $123.6M
Top 10 of 56 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $20.4M | 231,860 | +7,021 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $9.9M | 197,021 | +1,580 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $8.4M | 44,454 | −44 shares |
| CGGR | Capital Group Growth ETF | $8.0M | 170,451 | +8,054 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $7.8M | 71,120 | +447 shares |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | $4.8M | 36,939 | +168 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $4.3M | 74,735 | +176 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $3.4M | 65,582 | −448 shares |
| HTRB | Hartford Total Return Bond ETF | $3.0M | 90,400 | +9,207 shares |
| FBND | Fidelity Total Bond ETF | $2.7M | 59,565 | +4,439 shares |
46 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053314. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Solutions, LLC own?
Legacy Solutions, LLC reported 56 ETF positions worth $108.4M in its Form 13F for June 30, 2026. The largest was SPYM, at $20.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.