DOSSIER · 13F-HR · Q3 2026
LEGACY SOLUTIONS, LLC
$131M in tracked AUM across 91 positions as of Q3 2026.
LS
CIK 0002053314 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: LEGACY SOLUTIONS, LLC
1. Portfolio Overview
Legacy Solutions, LLC manages a portfolio with a total value of $113.82 million as of December 31, 2025. This represents a significant growth of +48.1% from the previous quarter's value of $76.84 million. The portfolio comprises 81 holdings, indicating a moderately diversified approach. The firm appears to favor a "Core-Satellite" strategy, heavily relying on broad-market Exchange Traded F...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.