LEGACY SOLUTIONS, LLC

RIA/Wealth

LEGACY SOLUTIONS, LLC is a RIA/Wealth based in Kennett Square, PA led by Ciara Danese Price, reporting $192.8M in AUM as of Q3 2025 with 85% ETF concentration, 62% concentrated in top 10 holdings, and 16% allocation to SPLG.

COOCiara Danese Price

Portfolio Value: $111.2M
Positions: 78
Top Holding: SPLG at 16.03%
Last Reported: Q3 2025

Address206 N Union St, Kennett Square, PA, 19348, United States

Top Holdings

Largest long holdings in LEGACY SOLUTIONS, LLC's portfolio (62.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$17.8M	16.03%	+$57.1K Bought	— 227.5K shares	Q4 2024 Held for 11 months
2 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$9.1M	8.17%	-$88.3K Sold	— 212.4K shares	Q4 2024 Held for 11 months
3 iShares Core S&P U.S. Growth IUSG	ETF ETF	$8.4M	7.56%	-$190.0K Sold	— 51.1K shares	Q4 2024 Held for 11 months
4 iShares Core S&P U.S. Value IUSV	ETF ETF	$7.4M	6.62%	+$27.1K Bought	— 73.7K shares	Q4 2024 Held for 11 months
5 Capital Group Growth CGGR	ETF ETF	$6.9M	6.21%	-$32.0K Sold	— 157.3K shares	Q4 2024 Held for 11 months
6 VanEck Morningstar Wide Moat ETF MOAT	ETF ETF	$6.1M	5.47%	-$71.0K Sold	— 61.4K shares	Q4 2024 Held for 11 months
7 Vanguard S&P Mid-Cap 400 ETF IVOO	ETF ETF	$4.2M	3.82%	+$16.9K Bought	— 38.5K shares	Q4 2024 Held for 11 months
8 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$3.5M	3.19%	+$23.0K Bought	— 76.6K shares	Q4 2024 Held for 11 months
9 SPDR Portfolio Emerging Markets SPEM	ETF ETF	$3.3M	3.00%	-$64.6K Sold	— 71.2K shares	Q4 2024 Held for 11 months
10 Hartford Total Return Bond HTRB	ETF ETF	$2.6M	2.30%	+$55.1K Bought	— 74.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LEGACY SOLUTIONS, LLC's latest filing

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Market Value

$111.2M

Prior: $104.4M

Q/Q Change

+6.55%

+$6.8M

Net Flows % of MV

+0.182%

Turnover Ratio

1.82%

New Purchases

3 stocks

$641.6K

Added To

36 stocks

+$1.4M

Sold Out Of

4 stocks

$1.1M

Reduced Holdings

27 stocks

-$743.0K

Increased Positions

Position	Shares Δ	Change
1 FT Vest U.S. Equity Buffer ETF FJUL	New	0 → 4.4K +$238.8K
2 Berkshire Hathaway BRK.B	New	0 → 403.0 +$202.6K
3 ARK Investment Management ARKK	New	0 → 2.3K +$200.2K
4 BlackRock Short Maturity Municipal Bond MEAR	+21.58%	5.2K → 6.3K +$56.3K
5 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	+16.65%	11.7K → 13.7K +$94.0K

Decreased Positions

Position	Shares Δ	Change
1 Schwab US Dividend Equity SCHD	Sold	13.5K → 0 −$358.6K
2 VSMV VictoryShares US Multi-Factor Minimum Volatility VSMV	Sold	6.2K → 0 −$307.0K
3 American Tower AMT	Sold	949.0 → 0 −$209.7K
4 Comcast CMCSA	Sold	5.6K → 0 −$201.4K
5 FT Vest U.S. Equity Buffer ETF FJUN	-9.02%	10.7K → 9.7K −$54.0K

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Analytics

Portfolio insights and performance metrics for LEGACY SOLUTIONS, LLC

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Sector Allocation

ETF

84.80%

Technology

4.60%

Financial Services

3.00%

Utilities

1.60%

Consumer Cyclical

1.10%

Industrials

0.90%

Communication Services

0.90%

Consumer Defensive

0.60%

Healthcare

0.60%

Energy

0.50%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

8.79%

Large Cap ($10B - $200B)

4.08%

Mid Cap ($2B - $10B)

0.85%

Nano Cap (< $50M)

0.24%

N/A (ETF or Unknown)

86.04%

Portfolio Concentration

Top 10 Holdings %

62.37%

Top 20 Holdings %

76.7%

Top 50 Holdings %

93.41%

Top 100 Holdings %

100.0%