Titelia

Holdings of LEGACY SOLUTIONS, LLC

72 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62 % of the equity sleeve

Sector breakdown

  • Funds 7.7 %
  • Technology 4.3 %
  • Financials 2.2 %
  • Utilities 1.6 %
  • Energy 1.0 %
  • Communication 0.8 %
  • Industrials 0.7 %
  • Consumer staples 0.7 %
  • Consumer discretionary 0.6 %
  • Materials 0.2 %
  • Unattributed 80.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72104.8M $100.00 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 224,83917.2M $
2State Street SPDR Portfolio Developed World ex-US ETF 195,4418.9M $
3iShares Trust 70,6737.2M $
4iShares Core S&P U.S. Growth ETF 44,4986.9M $
5Capital Group Growth ETF 162,3976.5M $
6VanEck Morningstar Wide Moat ETF 46,9564.5M $
7VANGUARD ADMIRAL FDS INC 36,7714.2M $
8SPDR Series Trust 74,5593.6M $
9State Street SPDR Portfolio Emerging Markets ETF 66,0303.1M $
10Hartford Total Return Bond ETF 81,1932.7M $
11Fidelity Total Bond ETF 55,1262.5M $
12State Street SPDR Portfolio Ag 95,0212.4M $
13Vanguard Ultra Short Bond ETF 43,2952.2M $
14PIMCO Enhanced Short Maturity 19,5182M $
15Invesco Ultra Short Duration E 36,0491.8M $
16SPDR Gold Shares 3,7501.6M $
17Vanguard Short-term Bond Etf 16,2591.3M $
18NVIDIA Corp 7,2481.3M $
19Apple Inc 4,9131.2M $
20First Trust Exchange-Traded Fund VIII 23,0881.2M $
21iShares Core S&P Total U.S. Stock Market ETF 7,4251.1M $
22Broadcom Inc 3,018934K $
23SPDR Gold MiniShares Trust 9,803908.6K $
24Constellation Energy Corp. 2,991835.2K $
25First Trust Exchange-Traded Fund VIII 16,073832.3K $
26INVESCO EXCHANGE-TRADED FUND TRUST II 3,261774.9K $
27Invesco QQQ Trust Series 1 1,267731.2K $
28iShares Core S&P 500 ETF 1,080705.3K $
29Microsoft Corp 1,809669.5K $
30Alphabet Inc 2,206634.4K $
31Exelon Corp 12,274601.7K $
32State Street SPDR S&P 500 ETF Trust 856556.4K $
33First Trust Exchange-Traded Fund VIII 9,443533.6K $
34First Trust Exchange-Traded Fund VIII 11,089487.5K $
35RTX Corp 2,507483.6K $
36iShares MSCI USA Momentum Factor ETF 1,922461.3K $
37Walmart Inc 3,622450.1K $
38Morgan Stanley 2,706445.3K $
39FT Vest Laddered Buffer ETF 12,993438.8K $
40Citigroup Inc 3,673416.5K $
41Amazon.com Inc 1,993415.1K $
42ConocoPhillips 3,127412.7K $
43Goldman Sachs Group Inc/The 486410.9K $
44First Trust Exchange-Traded Fund VIII 8,145405K $
45First Trust Exchange-Traded Fund VIII 7,544398.3K $
46Exxon Mobil Corp 2,334395.9K $
47First Trust Exchange-Traded Fund VIII 12,724389.5K $
48First Trust Exchange-Traded Fund VIII 7,631370K $
49Motorola Solutions Inc 822356.9K $
50First Trust Exchange-Traded Fund VIII 7,458355.6K $
51Visa Inc 1,123339.4K $
52First Trust Exchange-Traded Fund VIII 7,177299.2K $
53L3Harris Technologies Inc 855295.2K $
54American Electric Power Co Inc 2,206289.2K $
55First Trust Exchange-Traded Fund VIII 8,782274.4K $
56iShares Russell 1000 Growth ETF 632269.6K $
57Procter & Gamble Co/The 1,857268.2K $
58Tesla Inc 681253.2K $
59Meta Platforms Inc 442253K $
60First Trust Exchange-Traded Fund VIII 6,450245.8K $
61Schwab Strategic Trust 7,798237.8K $
62Berkshire Hathaway Inc 493236.2K $
63Air Products and Chemicals Inc 810235.2K $
64First Trust Exchange-Traded Fund VIII 8,955234.4K $
65First Trust Exchange-Traded Fund VIII 4,222231K $
66ARK ETF Trust 3,415230.8K $
67EOG Resources Inc 1,561225.6K $
68First Trust Exchange-Traded Fund VIII 4,221225.4K $
69S&P Global Inc 515218.9K $
70iShares MSCI USA Min Vol Factor ETF 2,350217.9K $
71iShares Core S&P Mid-Cap ETF 3,183214.9K $
72JPMorgan Chase & Co 700205.9K $