Legacy Solutions, LLC reported 35 positions worth $16.87M for the quarter ended Sep 30, 2026, down 2.7% on the prior quarter. It opened 4 new positions, added to 3, trimmed 25 and exited 3. Its largest holding is Nvidia Corp at 9.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DIS Walt Disney Co | +2,408 | – | $252.57K | 1.5% |
| BDX Becton Dickinson & Co | +1,261 | – | $225.77K | 1.34% |
| MDT Medtronic plc | +2,522 | – | $217.62K | 1.29% |
| AMT American Tower Corp | +1,242 | – | $203.37K | 1.21% |
| MU Micron Technology Inc | +22 | +11.1% | $23.43K | 1.4% |
| GOOGL Alphabet Inc. | +34 | +1.4% | $11.70K | 4.92% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5 | +0.9% | $2.28K | 1.54% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -1,148 | -38.1% | $403.18K | 3.88% |
| AAPL Apple Inc. | -762 | -15.6% | $253.73K | 8.13% |
| LHX L3Harris Technologies, Inc. | -865 | -100.0% | $251.40K | Exited |
| IBM International Business Machines Corp | -813 | -100.0% | $228.76K | Exited |
| DHI Horton D R Inc | -1,273 | -100.0% | $207.40K | Exited |
| NVDA Nvidia Corp | -882 | -11.6% | $201.44K | 9.09% |
| AMZN Amazon Com Inc | -226 | -11.4% | $56.31K | 2.58% |
| GS Goldman Sachs Group Inc | -39 | -7.9% | $35.13K | 2.44% |
| JCI Johnson Controls International plc | -209 | -6.9% | $31.07K | 2.48% |
| BRK-B Berkshire Hathaway Inc | -58 | -10.9% | $28.88K | 1.41% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 6,711 | $1.53M | 9.09% | -882 | -11.6% | Reduced | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 3,729 | $1.42M | 8.42% | -21 | -0.6% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 4,118 | $1.37M | 8.13% | -762 | -15.6% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,907 | $977.85K | 5.8% | -49 | -2.5% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 2,410 | $829.11K | 4.92% | +34 | +1.4% | Added | 0% |
| 6 | GLDM World Gold Trust | Others | 9,803 | $805.61K | 4.78% | 0 | 0.0% | Unchanged | 0% |
| 7 | CEG Constellation Energy Corp | Utilities | 2,990 | $759.52K | 4.5% | 0 | 0.0% | Unchanged | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 1,864 | $654.65K | 3.88% | -1,148 | -38.1% | Reduced | 0% |
| 9 | EXC Exelon Corp | Utilities | 12.3K | $496.03K | 2.94% | 0 | 0.0% | Unchanged | 0% |
| 10 | MS Morgan Stanley | Financial Services | 2,617 | $492.30K | 2.92% | -126 | -4.6% | Reduced | 0% |
| 11 | C Citigroup Inc | Others | 3,433 | $444.56K | 2.64% | -192 | -5.3% | Reduced | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 1,750 | $436.01K | 2.58% | -226 | -11.4% | Reduced | 0% |
| 13 | JCI Johnson Controls International plc | Industrials | 2,818 | $418.90K | 2.48% | -209 | -6.9% | Reduced | 0% |
| 14 | GS Goldman Sachs Group Inc | Financial Services | 456 | $410.80K | 2.44% | -39 | -7.9% | Reduced | 0% |
| 15 | RTX RTX Corp | Industrials | 2,180 | $404.81K | 2.4% | -128 | -5.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Legacy Solutions.
As of its Q3 2026 13F filing, Legacy Solutions, LLC’s five largest positions were Nvidia Corp (NVDA) at 9.1%, Spdr Gold Trust (GLD) at 8.4%, Apple Inc. (AAPL) at 8.1%, Microsoft Corp (MSFT) at 5.8%, Alphabet Inc. (GOOGL) at 4.9% of the reported portfolio.
Legacy Solutions, LLC reported a 13F portfolio worth $16.87M across 35 positions for Q3 2026. That is down 2.7% from the previous quarter.
Its largest purchases by value were Walt Disney Co ($252.57K), Becton Dickinson & Co ($225.77K), Medtronic plc ($217.62K). It opened 4 new positions.
Its largest sales by value were Broadcom Inc. ($403.18K), Apple Inc. ($253.73K), L3Harris Technologies, Inc. ($251.40K). It exited 3 positions entirely.
From the Form 13F-HR reports Legacy Solutions, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.