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Angela Maria Stewart

Legacy Solutions, Llc

Assets Managed
$123.578M
Holdings
88
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
14.52%(2Q avg: 4.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Solutions, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Legacy Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 123.578M in assets, with a quarterly growth rate of 14.52% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Angela Maria Stewart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.13%
16.49%
$20.376M
231,860 shares@ $87.89 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.81%
8.04%
$9.928M
197,021 shares@ $50.39 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -0.09%
6.77%
$8.361M
44,454 shares@ $188.09 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 4.96%
6.52%
$8.045M
170,451 shares@ $47.2 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.64%
6.34%
$7.834M
71,120 shares@ $110.15 avg price
IVOO
Vanguard S&p Mid-cap 400 Etf
Recent Activity
Increased 0.46%
3.9%
$4.817M
36,939 shares@ $130.4 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 0.24%
3.49%
$4.31M
74,735 shares@ $57.67 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -0.67%
2.75%
$3.396M
65,582 shares@ $51.79 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 11.34%
2.47%
$3.05M
90,400 shares@ $33.74 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 8.06%
2.2%
$2.71M
59,565 shares@ $45.49 avg price

1-10 of 88