Legacy Solutions
Legacy Solutions reported 91 stocks worth $131M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are SPYM (15.8%), SPDW (7.6%) and IUSG (6.8%). Compared with Q2 2026, the fund opened new positions in JIVE, DIS and BDX, added to SPDW, IUSG and IUSV, trimmed SPYM, CGGR and VUSB and sold out of LHX, IBM and DHI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $20.7M | 15.8% | 231K | −1,009 (−0%) | 8 of 8 | |
| 2 |  SPDW Spdr Developed | $10M | 7.6% | 199K | +1,976 (+1%) | 8 of 8 | |
| 3 |  IUSG Ishares TR | $8.9M | 6.8% | 46K | +1,227 (+3%) | 8 of 8 | |
| 4 |  IUSV Ishares TR | $8.1M | 6.2% | 74K | +2,724 (+4%) | 8 of 8 | |
| 5 |  CGGR Capital Group Growth | $7.8M | 6.0% | 165K | −5,290 (−3%) | 8 of 8 | |
| 6 |  JIVE J P Morgan Exchange Traded F | $6.1M | 4.7% | 64K | New position | 1 of 8 | |
| 7 |  IVOO Vanguard Admiral Fds Inc | $4.6M | 3.5% | 38K | +1,187 (+3%) | 8 of 8 | |
| 8 |  SPSM State Street | $4.1M | 3.1% | 77K | +1,955 (+3%) | 8 of 8 | |
| 9 |  SPEM Spdr Emerging | $3.5M | 2.6% | 67K | +1,351 (+2%) | 8 of 8 | |
| 10 |  HTRB Hartford Fds Exchange Traded | $3.2M | 2.5% | 100K | +9,856 (+11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Solutions 13F FAQ
What does Legacy Solutions own?
Legacy Solutions reported 91 stocks worth $131M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are SPYM (15.8%), SPDW (7.6%) and IUSG (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Solutions buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 20 added to, 33 trimmed and 3 sold out. New positions include JIVE, DIS and BDX. It sold all of LHX, IBM and DHI.
When will Legacy Solutions file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Solutions's portfolio worth?
The Q3 2026 filing reports $131M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.