Legacy Investment Solutions, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Legacy Investment Solutions, LLC

CIK Number: 0002044858

192.15M
Market Value
710
# of Holdings
1 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NEOV NeoVolta Inc.
4.86
+0.62% 4.57M +100.00% 15.07M 3.3 7.84% Share
2 BITO ProShares Bitco...
20.02
+3.09% 510.71K +100.00% 10.99M 21.51 5.72% Share
3 BIL SPDR Bloomberg ...
91.46
+0.01% 83.85K +100.00% 7.69M 91.73 4.00% Share
4 UCON First Trust TCW...
25.27
+0.13% 276.85K +100.00% 6.89M 24.89 3.59% Share
5 ICSH iShares Ultra S...
50.59
+0.02% 98.89K +100.00% 5.01M 50.71 2.61% Share
6 HIGH Simplify Enhanc...
23.15
-0.17% 181.76K +100.00% 4.4M 24.23 2.29% Share
7 ECC Eagle Point Cre...
6.92
+2.14% 508.11K +100.00% 3.89M 7.66 2.03% Share
8 FSK FS KKR Capital ...
15.30
+3.24% 168.41K +100.00% 3.49M 20.75 1.82% Share
9 SPY SPDR S&P 500 ET...
669.16
+0.11% 4.9K +100.00% 3.03M 617.85 1.58% Put
10 SVOL Simplify Volati...
18.08
-0.39% 163.19K +100.00% 3M 18.39 1.56% Share
11 BUFD FT Vest Laddere...
27.63
-0.12% 106.53K +100.00% 2.83M 26.56 1.47% Share
12 MSTR MicroStrategy I...
352.33
+4.11% 6.81K +100.00% 2.75M 404.23 1.43% Share
13 BUFQ FT Vest Laddere...
34.95
+0.20% 71.43K +100.00% 2.37M 33.2 1.23% Share
14 GBIL Goldman Sachs A...
99.92
+0.02% 22.86K +100.00% 2.29M 100.15 1.19% Share
15 JBND JP Morgan Activ...
54.17
+0.18% 41.46K +100.00% 2.22M 53.59 1.16% Share
16 JCPB JPMorgan Core P...
47.51
+0.06% 46.99K +100.00% 2.21M 47.06 1.15% Share
17 BUFR FT Vest Laddere...
33.47
-0.01% 68.33K +100.00% 2.17M 31.8 1.13% Share
18 QLD ProShares Ultra...
139.64
+0.81% 16.23K +100.00% 1.91M 117.71 0.99% Share
19 BUFT FT Vest Buffere...
24.17
+0.01% 80.03K +100.00% 1.89M 23.56 0.98% Share
20 DUOL Duolingo, Inc.
313.00
+3.06% 4.5K +100.00% 1.85M 410.02 0.96% Share
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