Legacy Investment Solutions, LLC - Portfolio overview

Legacy Investment Solutions, LLC has 737 reported holdings in this dataset, with the latest filing dated 2025-08-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. NEOV - NEOVOLTA INC, 12.71%
2. BITO - PROSHARES TR, 9.34%
3. BIL - SPDR SERIES TRUST, 6.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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