Legacy Advisory Services
Latest statistics and disclosures from Legacy Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, SPLG, SGOV, USMV, QUAL, and represent 63.61% of Legacy Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: SPLG, USMV, RDDT, TSLA, XLK, ARTY, LLY, PLD, SPTM, MGC.
- Started 6 new stock positions in PLD, ARTY, XLK, LLY, TSLA, RDDT.
- Reduced shares in these 2 stocks: SHV, IOO.
- Legacy Advisory Services was a net buyer of stock by $1.8M.
- Legacy Advisory Services has $133M in assets under management (AUM), dropping by 5.33%.
- Central Index Key (CIK): 0002068847
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Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 21.0 | $28M | -2% | 252k | 110.49 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 15.0 | $20M | +2% | 254k | 78.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.7 | $17M | 168k | 100.70 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 9.2 | $12M | +2% | 129k | 95.14 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.7 | $7.6M | 39k | 194.50 |
|
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.5 | $5.9M | 68k | 87.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $5.6M | 8.4k | 669.29 |
|
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| Vanguard World Mega Cap Index (MGC) | 3.8 | $5.0M | 21k | 244.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $4.0M | 16k | 241.96 |
|
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 1.9 | $2.5M | +6% | 31k | 80.65 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 1.8 | $2.4M | 14k | 166.10 |
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| Ishares Tr Global 100 Etf (IOO) | 1.7 | $2.2M | 19k | 120.01 |
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| Ishares Tr Core 60/40 Balan (AOR) | 1.5 | $2.0M | 32k | 64.38 |
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| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 1.5 | $1.9M | 11k | 178.16 |
|
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $903k | 9.2k | 97.82 |
|
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| Broadcom (AVGO) | 0.6 | $832k | 2.5k | 329.85 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $752k | 5.1k | 148.61 |
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| Blackrock (BLK) | 0.6 | $746k | 640.00 | 1166.33 |
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| East West Ban (EWBC) | 0.6 | $745k | 7.0k | 106.45 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $664k | +3% | 1.7k | 402.46 |
|
| AutoNation (AN) | 0.5 | $664k | 3.0k | 218.77 |
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| Visa Com Cl A (V) | 0.5 | $629k | 1.8k | 341.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $626k | 940.00 | 666.17 |
|
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $608k | +3% | 7.6k | 79.93 |
|
| Wal-Mart Stores (WMT) | 0.4 | $583k | 5.7k | 103.06 |
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| Metropcs Communications (TMUS) | 0.4 | $576k | 2.4k | 239.38 |
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| Medtronic SHS (MDT) | 0.4 | $573k | 6.0k | 95.24 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $571k | 6.4k | 89.13 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $567k | 6.1k | 93.35 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $506k | 6.9k | 73.73 |
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| Walt Disney Company (DIS) | 0.4 | $481k | 4.2k | 114.51 |
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| Eaton Corp SHS (ETN) | 0.3 | $460k | 1.2k | 374.25 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $445k | 5.6k | 78.92 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $383k | 12k | 31.42 |
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| Crocs (CROX) | 0.3 | $338k | 4.0k | 83.55 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $332k | 3.5k | 95.69 |
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| Carpenter Technology Corporation (CRS) | 0.2 | $297k | 1.2k | 245.59 |
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| Reddit Cl A (RDDT) | 0.2 | $293k | NEW | 1.3k | 229.99 |
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| Cloudflare Cl A Com (NET) | 0.2 | $277k | 1.3k | 214.59 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $274k | 1.4k | 201.47 |
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| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.2 | $269k | 12k | 22.44 |
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| Tesla Motors Put Option (TSLA) | 0.2 | $267k | NEW | 600.00 | 444.72 |
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| Marriott Intl Cl A (MAR) | 0.2 | $263k | 1.0k | 260.44 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $248k | +5% | 2.1k | 119.94 |
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| Enterprise Products Partners (EPD) | 0.2 | $246k | 7.9k | 31.27 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $244k | +7% | 9.8k | 24.93 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $212k | NEW | 751.00 | 281.86 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.2 | $206k | NEW | 4.5k | 45.78 |
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| AES Corporation (AES) | 0.2 | $203k | 15k | 13.16 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $202k | NEW | 265.00 | 763.58 |
|
| Prologis (PLD) | 0.2 | $200k | NEW | 1.7k | 114.49 |
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Past Filings by Legacy Advisory Services
SEC 13F filings are viewable for Legacy Advisory Services going back to 2025
- Legacy Advisory Services 2024 Q2 restated filed Oct. 30, 2025
- Legacy Advisory Services 2025 Q3 filed Oct. 30, 2025
- Legacy Advisory Services 2023 Q4 filed Oct. 17, 2025
- Legacy Advisory Services 2024 Q1 filed Oct. 17, 2025
- Legacy Advisory Services 2024 Q2 filed Oct. 17, 2025
- Legacy Advisory Services 2024 Q3 filed Oct. 17, 2025
- Legacy Advisory Services 2024 Q4 filed Oct. 17, 2025
- Legacy Advisory Services 2025 Q2 filed Aug. 14, 2025
- Legacy Advisory Services 2025 Q1 filed May 19, 2025