LEGACY SOLUTIONS, LLC
CIK 2053314 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $123.6M
- Posisi
- 88
- Per tanggal
- 30 Juni 2026
#7.958 dari 9.443 berdasarkan nilai 13F · top 84.3%
Nilai portofolio QoQ: +14.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 58,93%
- Bobot 25 kepemilikan teratas
- 78,65%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 18,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,29% Perkiraan pembelian $8.929.987 · penjualan $3.807.315
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,8% masih dipegang
- Posisi baru
- 11
- Meningkat
- 39
- Menurun
- 17
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,5%
Financial Services
1,4%
Utilities
1,3%
Communication Services
0,9%
Industrials
0,9%
Retail
0,7%
Energy
0,7%
Financials
0,6%
Consumer products
0,4%
Communications
0,3%
Consumer Discretionary
0,2%
Materials
0,2%
Lainnya/Tidak terpetakan
87,9%
Portofolio lengkap 88 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $20.375.858 | 16,49% | 231.860 | $3.166.660 | Naik ×2 | ||
| SPDW | $9.927.865 | 8,03% | 197.021 | $1.005.996 | Naik ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $8.361.308 | 6,77% | 44.454 | $1.459.185 | Turun ×4 | ||
| CGGR | $8.045.282 | 6,51% | 170.451 | $1.518.540 | Naik ×2 | ||
| IUSV iShares Core S&P U.S. Value ETF | $7.833.844 | 6,34% | 71.120 | $607.552 | Naik ×1 | ||
| IVOO | $4.816.830 | 3,90% | 36.939 | $613.152 | Naik ×1 | ||
| SPSM | $4.309.963 | 3,49% | 74.735 | $707.273 | Naik ×1 | ||
| SPEM | $3.395.843 | 2,75% | 65.582 | $298.359 | Turun ×2 | ||
| HTRB | $3.049.635 | 2,47% | 90.400 | $310.194 | Naik ×6 | ||
| FBND | $2.709.596 | 2,19% | 59.565 | $194.768 | Naik ×6 | ||
| SPAB | $2.619.530 | 2,12% | 102.646 | $185.102 | Naik ×6 | ||
| MINT | $2.129.691 | 1,72% | 21.126 | $166.807 | Naik ×4 | ||
| VUSB | $2.123.663 | 1,72% | 42.661 | $-31.779 | Turun ×1 | ||
| GSY | $1.988.987 | 1,61% | 39.661 | $182.186 | Naik ×4 | ||
| VTI | $1.691.989 | 1,37% | 4.572 | Naik ×1 | |||
| FMB First Trust Managed Municipal ETF | $1.663.229 | 1,35% | 32.379 | $57.521 | Naik ×4 | ||
| ITOT | $1.554.446 | 1,26% | 9.463 | $496.853 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.519.337 | 1,23% | 7.593 | $255.226 | Naik ×5 | ||
| MOAT | $1.459.568 | 1,18% | 14.040 | $-3.081.115 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $1.412.160 | 1,14% | 4.880 | $165.195 | Turun ×1 | ||
| BSV | $1.406.500 | 1,14% | 18.053 | $131.655 | Naik ×6 | ||
| GLD | $1.381.425 | 1,12% | 3.750 | $-232.163 | |||
| QLTY | $1.140.138 | 0,92% | 27.394 | Naik ×1 | |||
| FSEP | $1.138.724 | 0,92% | 20.674 | $-23.295 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1.137.831 | 0,92% | 3.012 | $203.799 | Turun ×4 | ||
| IVV | $1.071.614 | 0,87% | 1.431 | $366.276 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $987.985 | 0,80% | 3.261 | $213.106 | |||
| QQQ Invesco QQQ Trust, Series 1 | $921.183 | 0,75% | 1.251 | $189.938 | Turun ×4 | ||
| FAUG | $908.205 | 0,73% | 16.073 | $75.897 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $848.938 | 0,69% | 2.376 | $214.513 | Naik ×1 | ||
| BUFR | $833.140 | 0,67% | 22.807 | $394.366 | Naik ×2 | ||
| GLDM | $778.554 | 0,63% | 9.803 | $-130.086 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $742.626 | 0,60% | 2.990 | $-92.611 | Turun ×2 | ||
| SHM | $735.504 | 0,60% | 15.334 | $15.463 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $729.627 | 0,59% | 1.956 | $60.112 | Naik ×1 | ||
| MTUM | $658.919 | 0,53% | 1.922 | $197.658 | |||
| SPY SPY | $639.223 | 0,52% | 856 | $82.849 | |||
| MS Morgan Stanley Common Stock | $573.477 | 0,46% | 2.743 | $128.178 | Naik ×1 | ||
| EXC Exelon Corporation - Common Stock | $572.400 | 0,46% | 12.278 | $-29.271 | Naik ×1 | ||
| DSEP | $526.062 | 0,43% | 11.089 | $38.572 | |||
| C Citigroup, Inc. Common Stock | $507.380 | 0,41% | 3.625 | $90.880 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $500.268 | 0,40% | 495 | $89.356 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $470.960 | 0,38% | 1.976 | $55.878 | Turun ×2 | ||
| FJUN | $470.308 | 0,38% | 7.845 | $-63.250 | Turun ×2 | ||
| FDEC | $443.636 | 0,36% | 8.145 | $38.667 | |||
| QSPT | $443.304 | 0,36% | 12.724 | $53.755 | |||
| JCI Johnson Controls International plc Ordinary Share | $442.275 | 0,36% | 3.027 | $46.806 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $437.952 | 0,35% | 2.308 | $-45.605 | Turun ×2 | ||
| FMAY | $423.973 | 0,34% | 7.544 | $25.649 | |||
| WMT Walmart Inc. - Common Stock | $406.450 | 0,33% | 3.589 | $-43.693 | Turun ×4 | ||
| FMAR | $398.796 | 0,32% | 7.631 | $28.769 | |||
| V Visa Inc. | $392.512 | 0,32% | 1.144 | $53.070 | Naik ×1 | ||
| FOCT | $389.979 | 0,32% | 7.458 | $34.382 | |||
| MSI Motorola Solutions, Inc. Common Stock | $341.525 | 0,28% | 822 | $-15.409 | |||
| FAPR | $338.024 | 0,27% | 7.232 | Naik ×1 | |||
| COP ConocoPhillips Common Stock | $323.533 | 0,26% | 3.112 | $-89.195 | Turun ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $320.958 | 0,26% | 2.348 | $-74.953 | Naik ×2 | ||
| GMAR | $317.510 | 0,26% | 7.177 | $18.301 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $303.577 | 0,25% | 2.219 | $14.397 | Naik ×3 | ||
| IWF | $297.835 | 0,24% | 2.399 | $28.186 | Naik ×1 | ||
| QJUN | $296.708 | 0,24% | 8.782 | $22.314 | |||
| TSLA Tesla, Inc. - Common Stock | $293.999 | 0,24% | 699 | $40.837 | Naik ×1 | ||
| IJH | $292.369 | 0,24% | 3.792 | $77.425 | Naik ×1 | ||
| ARKK | $287.073 | 0,23% | 3.552 | $56.253 | Naik ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $282.785 | 0,23% | 1.928 | $14.547 | Naik ×1 | ||
| SCHV | $278.764 | 0,23% | 8.008 | $40.916 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $270.305 | 0,22% | 566 | Naik ×1 | |||
| BRKB | $267.208 | 0,22% | 534 | $30.962 | Naik ×1 | ||
| GSEP | $264.192 | 0,21% | 6.450 | $18.382 | |||
| JTEK JPMorgan U.S. Tech Leaders ETF | $255.676 | 0,21% | 2.292 | Naik ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $251.401 | 0,20% | 865 | $-43.818 | Naik ×1 | ||
| FNOV | $246.886 | 0,20% | 4.221 | $21.503 | |||
| YSEP | $246.621 | 0,20% | 8.955 | $12.265 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $244.791 | 0,20% | 835 | $9.614 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $244.038 | 0,20% | 433 | $-8.957 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $241.149 | 0,20% | 737 | $35.270 | Naik ×1 | ||
| FJUL | $240.482 | 0,19% | 4.039 | $9.454 | Turun ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $229.704 | 0,19% | 199 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $228.758 | 0,19% | 813 | ||||
| USMV | $226.676 | 0,18% | 2.350 | $8.771 | |||
| SPGI S&P Global Inc. Common Stock | $225.183 | 0,18% | 553 | $6.326 | Naik ×1 | ||
| IEFA | $223.403 | 0,18% | 2.313 | Naik ×1 | |||
| AKRE | $211.217 | 0,17% | 3.971 | $1.350 | |||
| VUG | $210.168 | 0,17% | 2.440 | Naik ×1 | |||
| MEAR | $210.085 | 0,17% | 4.170 | $167 | |||
| DHI D.R. Horton, Inc. Common Stock | $207.400 | 0,17% | 1.273 | ||||
| QDEC | $205.719 | 0,17% | 5.777 | ||||
| EOG EOG Resources, Inc. Common Stock | $203.762 | 0,16% | 1.571 | $-21.861 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| HTRB | $3.049.635 | 2,47% | naik ×6 |
| FBND | $2.709.596 | 2,19% | naik ×6 |
| SPAB | $2.619.530 | 2,12% | naik ×6 |
| MINT | $2.129.691 | 1,72% | naik ×4 |
| GSY | $1.988.987 | 1,61% | naik ×4 |
| FMB | $1.663.229 | 1,35% | naik ×4 |
| ITOT | $1.554.446 | 1,26% | naik ×4 |
| NVDA | $1.519.337 | 1,23% | naik ×5 |
| BSV | $1.406.500 | 1,14% | naik ×6 |
| SHM | $735.504 | 0,60% | naik ×4 |
| AEP | $303.577 | 0,25% | naik ×3 |
| ARKK | $287.073 | 0,23% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VTI | $1.691.989 | 4.572 | 1,37% |
| QLTY | $1.140.138 | 27.394 | 0,92% |
| FAPR | $338.024 | 7.232 | 0,27% |
| TSM | $270.305 | 566 | 0,22% |
| JTEK | $255.676 | 2.292 | 0,21% |
| MU | $229.704 | 199 | 0,19% |
| IBM | $228.758 | 813 | 0,19% |
| IEFA | $223.403 | 2.313 | 0,18% |
| VUG | $210.168 | 2.440 | 0,17% |
| DHI | $207.400 | 1.273 | 0,17% |
| QDEC | $205.719 | 5.777 | 0,17% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +7K | +$3.2M |
| MOAT | Dipangkas | -33K | -$3.1M |
| CGGR | Beli lebih banyak | +8K | +$1.5M |
| IUSG | Dipangkas | -44 | +$1.5M |
| SPDW | Beli lebih banyak | +2K | +$1.0M |
| SPSM | Beli lebih banyak | +176 | +$707K |
| IVOO | Beli lebih banyak | +168 | +$613K |
| IUSV | Beli lebih banyak | +447 | +$608K |
| ITOT | Beli lebih banyak | +2K | +$497K |
| BUFR | Beli lebih banyak | +10K | +$394K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FSK | 31 Maret 2026 | 49.056 | $726.526 | 19,0% |
| SCHD | 30 Sep. 2025 | 13.534 | $358.643 | Tidak lagi dilacak |
| DHI | 31 Maret 2026 | 2.444 | $351.953 | 8,7% |
| VSMV | 30 Sep. 2025 | 6.230 | $307.040 | |
| COWZ | 30 Juni 2025 | 4.865 | $266.399 | Tidak lagi dilacak |
| IBM | 31 Maret 2026 | 827 | $245.028 | -2,6% |
| ABT | 31 Maret 2026 | 1.895 | $237.405 | 11,9% |
| BDX | 30 Juni 2025 | 1.004 | $230.045 | 38,4% |
| BDX | 31 Maret 2026 | 1.172 | $227.372 | 19,2% |
| AMT | 30 Sep. 2025 | 949 | $209.729 | -7,8% |
| TSLA | 31 Maret 2025 | 512 | $206.766 | 33,2% |
| MDT | 31 Maret 2026 | 2.147 | $206.241 | 8,6% |
| ZTS | 31 Des. 2025 | 1.390 | $203.454 | -39,8% |
| QDEC | 31 Maret 2026 | 6.237 | $202.890 | Tidak lagi dilacak |
| BRKB | 31 Des. 2025 | 403 | $202.604 | Tidak lagi dilacak |
| CMCSA | 30 Sep. 2025 | 5.644 | $201.424 | -15,2% |