Legacy Investment Solutions, LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$1.6B
Holdings
304
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +100.0% (578 → 1.2k shares)
16.8%
02
$SHV
ISHARES TR
Held since at least Q1 2024
9.5%
03
$AGG
ISHARES TR
Held since at least Q1 2024
4.3%
04
$IDEV
ISHARES TR
Held since at least Q1 2024
3.7%
05
$VONG
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.4%
06
$ONEQ
FIDELITY COMWLTH TR
Held since at least Q1 2024
2.4%
07
$IGIB
ISHARES TR
Held since at least Q1 2024
2.4%
08
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
09
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.9%
10
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:52 UTC.