# EDGAR Filing Document

**Accession Number:** 0002053314
**File Stem:** 0002053314-26-000001
**Filing Date:** 2026-1
**Character Count:** 11974
**Document Hash:** 95f92f2b32f1779e6a1ea66c0abf852d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002053314-26-000001.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0002053314-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260113

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LEGACY SOLUTIONS, LLC
- **CENTRAL INDEX KEY:** 0002053314

**ORGANIZATION NAME:**
- **EIN:** 320694908
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24704
- **FILM NUMBER:** 26530988

**BUSINESS ADDRESS:**
- **STREET 1:** 206 N UNION ST
- **CITY:** KENNETT SQUARE
- **STATE:** PA
- **ZIP:** 19348
- **BUSINESS PHONE:** 610-444-9920

**MAIL ADDRESS:**
- **STREET 1:** 206 N UNION ST
- **CITY:** KENNETT SQUARE
- **STATE:** PA
- **ZIP:** 19348

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LEGACY SOLUTIONS LLC<br>**Address:** 206 N UNION ST<br>KENNETT SQUARE, PA 19348

**Form 13F File Number:** 028-24704

**CRD Number (if applicable):** 000323360

**SEC File Number (if applicable):** 801-126819

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Angela Maria Stewart<br>**Title:** Chief Compliance Officer<br>**Phone:** 610-444-9920

**Signature, Place, and Date of Signing:**

Angela Maria Stewart  Kennett Square, PA  01-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 81

**Form 13F Information Table Value Total:** $113820437

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 237405 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 215178 | 871 | SH |  | SOLE |  | 0 | 0 | 871 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 797592 | 2548 | SH |  | SOLE |  | 0 | 0 | 2548 |
| AMAZON COM INC | COM | 023135106 |  | 513805 | 2226 | SH |  | SOLE |  | 0 | 0 | 2226 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 253522 | 2199 | SH |  | SOLE |  | 0 | 0 | 2199 |
| APPLE INC | COM | 037833100 |  | 1138808 | 4189 | SH |  | SOLE |  | 0 | 0 | 4189 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 250452 | 3256 | SH |  | SOLE |  | 0 | 0 | 3256 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 227372 | 1172 | SH |  | SOLE |  | 0 | 0 | 1172 |
| BROADCOM INC | COM | 11135F101 |  | 1111707 | 3212 | SH |  | SOLE |  | 0 | 0 | 3212 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 6766861 | 152167 | SH |  | SOLE |  | 0 | 0 | 152167 |
| CITIGROUP INC | COM NEW | 172967424 |  | 474849 | 4069 | SH |  | SOLE |  | 0 | 0 | 4069 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 296448 | 3167 | SH |  | SOLE |  | 0 | 0 | 3167 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 1060870 | 3003 | SH |  | SOLE |  | 0 | 0 | 3003 |
| D R HORTON INC | COM | 23331A109 |  | 351953 | 2444 | SH |  | SOLE |  | 0 | 0 | 2444 |
| EXELON CORP | COM | 30161N101 |  | 537072 | 12321 | SH |  | SOLE |  | 0 | 0 | 12321 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 265898 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 2384675 | 51796 | SH |  | SOLE |  | 0 | 0 | 51796 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 1511796 | 29565 | SH |  | SOLE |  | 0 | 0 | 29565 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F862 |  | 851065 | 16073 | SH |  | SOLE |  | 0 | 0 | 16073 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 |  | 1190417 | 23088 | SH |  | SOLE |  | 0 | 0 | 23088 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 |  | 249873 | 6450 | SH |  | SOLE |  | 0 | 0 | 6450 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 416884 | 8145 | SH |  | SOLE |  | 0 | 0 | 8145 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 |  | 348664 | 6359 | SH |  | SOLE |  | 0 | 0 | 6359 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F680 |  | 497964 | 11089 | SH |  | SOLE |  | 0 | 0 | 11089 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 33740F649 |  | 202890 | 6237 | SH |  | SOLE |  | 0 | 0 | 6237 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 33740U836 |  | 403086 | 12724 | SH |  | SOLE |  | 0 | 0 | 12724 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 33740F557 |  | 279615 | 8782 | SH |  | SOLE |  | 0 | 0 | 8782 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F482 |  | 293826 | 7177 | SH |  | SOLE |  | 0 | 0 | 7177 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F748 |  | 403227 | 7544 | SH |  | SOLE |  | 0 | 0 | 7544 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 |  | 243961 | 4363 | SH |  | SOLE |  | 0 | 0 | 4363 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F664 |  | 365367 | 7458 | SH |  | SOLE |  | 0 | 0 | 7458 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 417355 | 12182 | SH |  | SOLE |  | 0 | 0 | 12182 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F599 |  | 338093 | 7123 | SH |  | SOLE |  | 0 | 0 | 7123 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT EQ M | 33740U828 |  | 232963 | 8955 | SH |  | SOLE |  | 0 | 0 | 8955 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 |  | 555365 | 9733 | SH |  | SOLE |  | 0 | 0 | 9733 |
| FS KKR CAP CORP | COM | 302635206 |  | 726526 | 49056 | SH |  | SOLE |  | 0 | 0 | 49056 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 460203 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 |  | 2595828 | 76013 | SH |  | SOLE |  | 0 | 0 | 76013 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 245028 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 1637445 | 32586 | SH |  | SOLE |  | 0 | 0 | 32586 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 824772 | 3261 | SH |  | SOLE |  | 0 | 0 | 3261 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 793693 | 1292 | SH |  | SOLE |  | 0 | 0 | 1292 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 255758 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 308748 | 652 | SH |  | SOLE |  | 0 | 0 | 652 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 877867 | 5904 | SH |  | SOLE |  | 0 | 0 | 5904 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 7981113 | 47524 | SH |  | SOLE |  | 0 | 0 | 47524 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 7673156 | 74831 | SH |  | SOLE |  | 0 | 0 | 74831 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 221203 | 2349 | SH |  | SOLE |  | 0 | 0 | 2349 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 481096 | 1922 | SH |  | SOLE |  | 0 | 0 | 1922 |
| ISHARES TR | CORE S ETF | 464287200 |  | 807922 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 209834 | 4170 | SH |  | SOLE |  | 0 | 0 | 4170 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 362124 | 3024 | SH |  | SOLE |  | 0 | 0 | 3024 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 266553 | 827 | SH |  | SOLE |  | 0 | 0 | 827 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 267403 | 911 | SH |  | SOLE |  | 0 | 0 | 911 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 206241 | 2147 | SH |  | SOLE |  | 0 | 0 | 2147 |
| META PLATFORMS INC | CL A | 30303M102 |  | 348638 | 528 | SH |  | SOLE |  | 0 | 0 | 528 |
| MICROSOFT CORP | COM | 594918104 |  | 1040629 | 2152 | SH |  | SOLE |  | 0 | 0 | 2152 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 526099 | 2963 | SH |  | SOLE |  | 0 | 0 | 2963 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 348242 | 908 | SH |  | SOLE |  | 0 | 0 | 908 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1195164 | 6408 | SH |  | SOLE |  | 0 | 0 | 6408 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1824709 | 18185 | SH |  | SOLE |  | 0 | 0 | 18185 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 274545 | 1916 | SH |  | SOLE |  | 0 | 0 | 1916 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 260140 | 3971 | SH |  | SOLE |  | 0 | 0 | 3971 |
| RTX CORPORATION | COM | 75513E101 |  | 484540 | 2642 | SH |  | SOLE |  | 0 | 0 | 2642 |
| S GLOBAL INC | COM | 78409V104 |  | 271836 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 235490 | 7953 | SH |  | SOLE |  | 0 | 0 | 7953 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1477444 | 3728 | SH |  | SOLE |  | 0 | 0 | 3728 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 3360673 | 71794 | SH |  | SOLE |  | 0 | 0 | 71794 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 9315575 | 209763 | SH |  | SOLE |  | 0 | 0 | 209763 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 583025 | 855 | SH |  | SOLE |  | 0 | 0 | 855 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 3728709 | 79571 | SH |  | SOLE |  | 0 | 0 | 79571 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 17941046 | 223648 | SH |  | SOLE |  | 0 | 0 | 223648 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 2312593 | 89809 | SH |  | SOLE |  | 0 | 0 | 89809 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R739 |  | 667898 | 13917 | SH |  | SOLE |  | 0 | 0 | 13917 |
| TESLA INC | COM | 88160R101 |  | 308508 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 6019132 | 58122 | SH |  | SOLE |  | 0 | 0 | 58122 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 4411558 | 39459 | SH |  | SOLE |  | 0 | 0 | 39459 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1175742 | 14919 | SH |  | SOLE |  | 0 | 0 | 14919 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 1984893 | 39825 | SH |  | SOLE |  | 0 | 0 | 39825 |
| VISA INC | COM CL A | 92826C839 |  | 427914 | 1220 | SH |  | SOLE |  | 0 | 0 | 1220 |
| WALMART INC | COM | 931142103 |  | 406304 | 3647 | SH |  | SOLE |  | 0 | 0 | 3647 |

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