Legacy Advisory Services
Latest statistics and disclosures from Legacy Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHV, SPYM, SGOV, USMV, QUAL, and represent 63.15% of Legacy Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: RKLB, USMV, XLK, IVV, IWX, IOO, QUAL, SPYM, VCSH, HYS.
- Started 1 new stock position in RKLB.
- Reduced shares in these 10 stocks: SHV, , LLY, SGOV, RDDT, SPY, MGK, NET, EWBC, SPTM.
- Sold out of its positions in LLY, TSLA.
- Legacy Advisory Services was a net seller of stock by $-1.1M.
- Legacy Advisory Services has $133M in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0002068847
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Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 20.2 | $27M | -3% | 245k | 110.15 |
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| Spdr Series Trust State Street Spd (SPYM) | 15.3 | $20M | 254k | 80.22 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.5 | $17M | 166k | 100.38 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 9.2 | $12M | 130k | 94.16 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.9 | $7.8M | 39k | 198.62 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.7 | $6.2M | 68k | 91.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $5.8M | 8.5k | 684.97 |
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| Vanguard World Mega Cap Index (MGC) | 3.9 | $5.2M | 21k | 251.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $4.0M | 16k | 246.16 |
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| Spdr Series Trust State Street Spd (SPTM) | 1.9 | $2.6M | 31k | 82.50 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 1.8 | $2.4M | 14k | 170.63 |
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| Ishares Tr Global 100 Etf (IOO) | 1.8 | $2.4M | 19k | 126.67 |
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| Ishares Tr Core 60/40 Balan (AOR) | 1.5 | $2.1M | 32k | 65.01 |
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| Spdr Series Trust State Street Spd (LGLV) | 1.4 | $1.9M | 11k | 175.58 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $912k | 9.2k | 99.52 |
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| Broadcom (AVGO) | 0.7 | $873k | 2.5k | 346.05 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $815k | 5.1k | 160.97 |
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| East West Ban (EWBC) | 0.6 | $767k | -2% | 6.8k | 112.39 |
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| Blackrock (BLK) | 0.5 | $687k | 642.00 | 1070.76 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $653k | -4% | 1.6k | 412.84 |
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| Visa Com Cl A (V) | 0.5 | $647k | 1.8k | 350.70 |
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| Wal-Mart Stores (WMT) | 0.5 | $630k | 5.7k | 111.41 |
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| AutoNation (AN) | 0.5 | $627k | 3.0k | 206.48 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $614k | 7.7k | 79.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $600k | -6% | 880.00 | 681.55 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $586k | 6.4k | 91.40 |
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| Medtronic SHS (MDT) | 0.4 | $578k | 6.0k | 96.06 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $567k | 6.1k | 93.07 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $515k | 6.9k | 74.94 |
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| Metropcs Communications (TMUS) | 0.4 | $489k | 2.4k | 203.04 |
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| Walt Disney Company (DIS) | 0.4 | $478k | 4.2k | 113.78 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $450k | 5.7k | 78.81 |
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| Eaton Corp SHS (ETN) | 0.3 | $392k | 1.2k | 318.51 |
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| Carpenter Technology Corporation (CRS) | 0.3 | $381k | 1.2k | 314.77 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $367k | 12k | 29.89 |
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| Crocs (CROX) | 0.3 | $346k | 4.0k | 85.52 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $335k | 3.5k | 94.82 |
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| Marriott Intl Cl A (MAR) | 0.2 | $313k | 1.0k | 310.24 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.2 | $273k | 12k | 22.41 |
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| Marsh & McLennan Companies | 0.2 | $254k | 1.4k | 185.56 |
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| Enterprise Products Partners (EPD) | 0.2 | $253k | 7.9k | 32.06 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $243k | 2.0k | 118.77 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.2 | $241k | 9.7k | 24.94 |
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| Cloudflare Cl A Com (NET) | 0.2 | $232k | -8% | 1.2k | 197.15 |
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| Prologis (PLD) | 0.2 | $224k | 1.8k | 127.68 |
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| AES Corporation (AES) | 0.2 | $221k | 15k | 14.34 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.2 | $217k | 4.5k | 48.17 |
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| Rocket Lab Corp (RKLB) | 0.2 | $216k | NEW | 3.1k | 69.76 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $216k | +100% | 1.5k | 143.97 |
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| Reddit Cl A (RDDT) | 0.2 | $201k | -31% | 875.00 | 229.87 |
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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 2025 Q4 filed Jan. 23, 2026
- 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