Legacy Advisory Services
Latest statistics and disclosures from Legacy Advisory Services's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002068847
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Positions held by Legacy Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 22.0 | $26M | 236k | 110.46 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 14.1 | $17M | 253k | 65.76 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 9.6 | $11M | 125k | 91.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 8.4 | $10M | 106k | 93.66 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.6 | $6.6M | 39k | 170.89 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.8 | $5.7M | 57k | 100.67 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.8 | $5.7M | 69k | 82.18 |
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| Vanguard World Mega Cap Index (MGC) | 3.6 | $4.3M | 21k | 201.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $3.9M | 7.0k | 561.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $3.6M | 18k | 199.49 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.9 | $2.2M | 33k | 68.01 |
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| Ishares Tr Rus Top 200 Etf (IWL) | 1.7 | $2.0M | 14k | 137.41 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 1.6 | $1.9M | 11k | 174.05 |
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| Ishares Tr Core 60/40 Balan (AOR) | 1.5 | $1.8M | 32k | 57.57 |
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| Ishares Tr Global 100 Etf (IOO) | 1.4 | $1.7M | 18k | 96.29 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $825k | 10k | 80.65 |
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| Visa Com Cl A (V) | 0.5 | $644k | 1.8k | 350.58 |
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| Metropcs Communications (TMUS) | 0.5 | $642k | 2.4k | 266.71 |
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| East West Ban (EWBC) | 0.5 | $628k | 7.0k | 89.76 |
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| Blackrock (BLK) | 0.5 | $602k | 636.00 | 946.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $577k | 7.3k | 78.95 |
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| Apple (AAPL) | 0.5 | $553k | 2.5k | 222.14 |
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| Medtronic SHS (MDT) | 0.5 | $541k | 6.0k | 89.86 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $533k | 1.7k | 308.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $524k | 936.00 | 559.42 |
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| Shopify Cl A (SHOP) | 0.4 | $522k | 5.5k | 95.48 |
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| Wal-Mart Stores (WMT) | 0.4 | $496k | 5.6k | 87.79 |
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| AutoNation (AN) | 0.4 | $491k | 3.0k | 161.92 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 0.4 | $464k | 7.4k | 62.54 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.4 | $456k | 15k | 31.45 |
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| Eli Lilly & Co. (LLY) | 0.4 | $444k | 538.00 | 825.91 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $444k | 12k | 36.90 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $433k | 5.5k | 78.29 |
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| Crocs (CROX) | 0.4 | $429k | 4.0k | 106.20 |
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| Broadcom (AVGO) | 0.4 | $421k | 2.5k | 167.44 |
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| Walt Disney Company (DIS) | 0.4 | $415k | 4.2k | 98.72 |
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| Merck & Co (MRK) | 0.3 | $403k | 4.5k | 89.76 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $337k | 12k | 27.96 |
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| Eaton Corp SHS (ETN) | 0.3 | $334k | 1.2k | 271.83 |
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| Chart Industries (GTLS) | 0.3 | $331k | 2.3k | 144.36 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $330k | 1.4k | 244.19 |
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| Pimco Etf Tr 0-5 High Yield (HYS) | 0.3 | $314k | 3.3k | 93.68 |
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| Enterprise Products Partners (EPD) | 0.2 | $294k | 8.6k | 34.14 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $260k | 12k | 22.05 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $227k | 9.0k | 25.22 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $227k | 2.0k | 116.40 |
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| Carpenter Technology Corporation (CRS) | 0.2 | $219k | 1.2k | 181.32 |
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| Prologis (PLD) | 0.2 | $209k | 1.9k | 111.80 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $204k | 965.00 | 211.48 |
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| AES Corporation (AES) | 0.2 | $191k | 15k | 12.42 |
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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 Q1 filed May 19, 2025