LEGACY SOLUTIONS, LLC
•CIK: 2053314•Filing: Q4 2025
**LEGACY SOLUTIONS, LLC** manages $114M across a portfolio of 81 distinct positions. The strategy exhibits a notable concentration in covered call and income-generating equity structures, highlighted by the top holdings in SPYM ($17.9M) and SPDW ($9.3M). Further allocations include significant exposure to IUSG ($8.0M) and IUSV ($7.7M). This positioning suggests a tactical focus on generating consistent yield within the current market environment.
Total AUM
$113.8M
QoQ Performance
+2.3%
Positions
53
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPDW
IUSG
IUSV
CGGR
MOAT
SPYM15.8%
SPDW8.2%
IUSG7.0%
IUSV6.7%
CGGR5.9%
MOAT5.3%
IVOO3.9%
SPSM3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
Technology5.2%
ETF1.2%
Consumer1.1%
Financial1.0%
Industrial0.7%
Energy0.5%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑40 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024