Portfolio (Quarterly) Guide ↗

LEGACY SOLUTIONS, LLC

· CIK 0002053314

13F Portfolio $124M AUM 88 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 35 Added 13 Reduced

Page 4 of 5 · 88 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	QJUN	FIRST TR EXCHNG TRADED FD VI	—	8,782.0	$297K	0.24%	—	—	$33.79	-0.6%
62	TSLA	TESLA INC	Consumer Cyclical	699.0	$294K	0.24%	+18.0	+2.6%	$420.60	-15.8%
63	IJH	ISHARES TR	—	3,792.0	$292K	0.24%	+609.0	+19.1%	$77.10	-1.6%
64	ARKK	ARK ETF TR	—	3,552.0	$287K	0.23%	+137.0	+4.0%	$80.82	+6.7%
65	PG	PROCTER & GAMBLE CO	Consumer Defensive	1,928.0	$283K	0.23%	+71.0	+3.8%	$146.67	-0.2%
66	SCHV	SCHWAB STRATEGIC TR	—	8,008.0	$279K	0.23%	+210.0	+2.7%	$34.81	+0.0%
67	TSM	TAIWAN SEMICONDUCTOR MANUFAC	Technology	566.0	$270K	0.22%	NEW	—	$477.57	-10.2%
68	—	BERKSHIRE HATHAWAY INC DEL	—	534.0	$267K	0.22%	+41.0	+8.3%	$500.39	—
69	GSEP	FIRST TR EXCHNG TRADED FD VI	—	6,450.0	$264K	0.21%	—	—	$40.96	+2.3%
70	JTEK	J P MORGAN EXCHANGE TRADED F	—	2,292.0	$256K	0.21%	NEW	—	$111.55	-10.1%
71	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	865.0	$251K	0.20%	+10.0	+1.2%	$290.64	-11.8%
72	FNOV	FIRST TR EXCHNG TRADED FD VI	—	4,221.0	$247K	0.20%	—	—	$58.49	+2.7%
73	YSEP	FIRST TR EXCHNG TRADED FD VI	—	8,955.0	$247K	0.20%	—	—	$27.54	+3.4%
74	APD	AIR PRODUCTS AND CHEMICALS I	Basic Materials	835.0	$245K	0.20%	+25.0	+3.1%	$293.16	+2.8%
75	META	META PLATFORMS INC	Communication Services	433.0	$244K	0.20%	-9.0	-2.0%	$563.60	+9.4%
76	JPM	JPMORGAN CHASE & CO	Financial Services	737.0	$241K	0.20%	+37.0	+5.3%	$327.20	+9.6%
77	FJUL	FIRST TR EXCHNG TRADED FD VI	—	4,039.0	$240K	0.20%	-183.0	-4.3%	$59.54	+3.1%
78	MU	MICRON TECHNOLOGY INC	Technology	199.0	$230K	0.19%	NEW	—	$1154.29	-11.9%
79	IBM	INTERNATIONAL BUSINESS MACHS	Technology	813.0	$229K	0.18%	NEW	—	$281.38	-16.5%
80	USMV	ISHARES TR	—	2,350.0	$227K	0.18%	—	—	$96.46	+4.5%

Page 4 of 5 · 88 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 33.1%

Technology 31.5%

Utilities 8.7%

Industrials 6.1%

Communication Services 5.9%

Consumer Cyclical 5.2%

Energy 4.6%

Consumer Defensive 3.7%

Basic Materials 1.3%