⏳
Showing Q2 2025 data
Legacy Investment Solutions, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Legacy Investment Solutions, LLC
•CIK: 2044858•Filing: Q2 2025
**Legacy Investment Solutions, LLC** manages $191M across a diversified portfolio of 740 positions. The fund exhibits significant concentration in digital asset and structured credit plays, highlighted by a substantial $48.8M allocation to STEX. Further notable holdings include $15.1M in NEOV and $11.0M in BITO, indicating a strategic focus on emerging and volatile asset classes. This positioning suggests an active, high-conviction approach within specialized market segments.
Total AUM
$188.0M
QoQ Performance
N/A
Positions
536
Top 10 Concentration
60.7%
Latest Filing
Q2 2025
Top Holdings Allocation
STEX
NEOV
BITO
STEX26.0%
NEOV8.0%
BITO5.8%
BIL4.1%
UCON3.7%
ETHU3.0%
ICSH2.7%
HIGH2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.4%
Technology1.3%
Consumer1.0%
ETF0.6%
Financial0.3%
Energy0.1%
Healthcare0.1%
Communication0.1%
🚪 Exited Positionssold since Q4 2024
—
VOLATILITY SHS TR
SOLD
$6.4M
—
EASTERLY GOVT PPTYS INC
SOLD
$619.1K
+572 more exited positions
Changes from Q4 2024
NEW36 new positions
↑73 increased
↓60 decreased
Historical Filings
Q2 2025Q4 2024Q3 2024