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 60.34% of Legacy Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: IQLT, DYNF, SHYM, VBIL, QUAL, LGLV, NVDA, MRK, AAPL, MSFT.
- Started 15 new stock positions in VBIL, VIS, VST, DYNF, IQLT, ORCL, SHYM, SLGN, MRK, AAPL. SCHD, NVDA, MSFT, UNP, PSKY.
- Reduced shares in these 10 stocks: MGC, SPTM, USMV, SHV, SPYM, , BLK, , , IWX.
- Sold out of its positions in AES, BLK, CRS, NET, CMCSA, ACWV, HYS, RDDT, RKLB, HYMB. SPMB, XLK, BSV, VCSH, VTWO, V.
- Legacy Advisory Services was a net buyer of stock by $552k.
- Legacy Advisory Services has $131M in assets under management (AUM), dropping by -1.54%.
- Central Index Key (CIK): 0002068847
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Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 19.3 | $25M | -6% | 229k | 110.39 |
|
| Spdr Series Trust State Street Spd (SPYM) | 14.0 | $18M | -5% | 240k | 76.54 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.7 | $17M | 165k | 100.66 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 7.8 | $10M | -14% | 111k | 92.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.5 | $8.6M | +14% | 45k | 191.81 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.4 | $5.8M | -7% | 63k | 92.67 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $5.6M | 8.6k | 653.21 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.3 | $4.3M | +4% | 17k | 248.00 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 3.1 | $4.1M | NEW | 89k | 46.23 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.0 | $4.0M | NEW | 68k | 58.18 |
|
| Spdr Series Trust State Street Spd (LGLV) | 1.9 | $2.5M | +28% | 14k | 178.10 |
|
| Ishares Tr Global 100 Etf (IOO) | 1.8 | $2.4M | +6% | 20k | 120.97 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 1.8 | $2.3M | +2% | 15k | 160.48 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 1.7 | $2.2M | +8% | 34k | 64.35 |
|
| Vanguard World Mega Cap Index (MGC) | 1.5 | $2.0M | -58% | 8.5k | 236.35 |
|
| Blackrock Etf Trust Ii Short Duration H (SHYM) | 1.4 | $1.8M | NEW | 81k | 22.02 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.3 | $1.7M | NEW | 23k | 75.65 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $618k | +6% | 1.7k | 367.42 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $601k | 5.1k | 118.62 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $582k | -17% | 4.7k | 124.28 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $579k | +10% | 7.6k | 76.35 |
|
| Broadcom (AVGO) | 0.4 | $566k | -27% | 1.8k | 309.54 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $539k | NEW | 3.1k | 174.41 |
|
| Merck & Co (MRK) | 0.4 | $524k | NEW | 4.4k | 120.29 |
|
| Metropcs Communications (TMUS) | 0.4 | $508k | 2.4k | 210.03 |
|
|
| Crocs (CROX) | 0.4 | $486k | +44% | 5.9k | 83.02 |
|
| AutoNation (AN) | 0.4 | $473k | -20% | 2.4k | 195.26 |
|
| Apple (AAPL) | 0.4 | $473k | NEW | 1.9k | 253.74 |
|
| Medtronic SHS (MDT) | 0.4 | $465k | -10% | 5.4k | 86.65 |
|
| East West Ban (EWBC) | 0.3 | $458k | -37% | 4.3k | 106.76 |
|
| Eaton Corp SHS (ETN) | 0.3 | $444k | 1.2k | 357.67 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $437k | -23% | 672.00 | 650.61 |
|
| Microsoft Corporation (MSFT) | 0.3 | $417k | NEW | 1.1k | 370.32 |
|
| Union Pacific Corporation (UNP) | 0.3 | $408k | NEW | 1.7k | 242.62 |
|
| Walt Disney Company (DIS) | 0.3 | $405k | 4.2k | 96.37 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $359k | -36% | 3.9k | 92.28 |
|
| Silgan Holdings (SLGN) | 0.3 | $348k | NEW | 9.0k | 38.80 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $330k | 1.0k | 327.07 |
|
|
| Vistra Energy (VST) | 0.3 | $328k | NEW | 2.2k | 150.33 |
|
| Enterprise Products Partners (EPD) | 0.3 | $328k | +9% | 8.7k | 37.84 |
|
| Vanguard World Industrial Etf (VIS) | 0.2 | $323k | NEW | 1.0k | 312.25 |
|
| Oracle Corporation (ORCL) | 0.2 | $320k | NEW | 2.2k | 147.11 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $312k | NEW | 10k | 30.68 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $310k | -42% | 3.7k | 84.91 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $281k | -88% | 3.5k | 79.06 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $271k | NEW | 30k | 9.02 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $239k | 1.4k | 173.50 |
|
|
| Prologis (PLD) | 0.2 | $217k | -6% | 1.6k | 132.17 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.2 | $210k | 4.5k | 46.53 |
|
Past Filings by Legacy Advisory Services
SEC 13F filings are viewable for Legacy Advisory Services going back to 2025
- Legacy Advisory Services 2026 Q1 filed May 12, 2026
- 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