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 58.03% of Legacy Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: USMV, MGK, QUAL, IOO, MSFT, RKLB, CRWD, XLK, CAT, GLW.
- Started 8 new stock positions in GLW, CAT, QQQ, LLY, ATR, XLK, CRWD, RKLB.
- Reduced shares in these 10 stocks: SHV, SGOV, TMUS, IVV, SLGN, , VBIL, BOND, PSKY, UNP.
- Sold out of its positions in SLGN, TMUS, VIS.
- Legacy Advisory Services was a net buyer of stock by $1.3M.
- Legacy Advisory Services has $142M in assets under management (AUM), dropping by 8.46%.
- Central Index Key (CIK): 0002068847
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Portfolio Holdings for Legacy Advisory Services
Legacy Advisory Services holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Trust Ishare 0-1 (SHV) | 16.3 | $23M | -8% | 209k | 110.35 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 15.0 | $21M | 242k | 87.88 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 11.2 | $16M | -4% | 158k | 100.67 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 8.3 | $12M | +10% | 122k | 96.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.3 | $10M | +5% | 47k | 219.43 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 4.7 | $6.7M | 64k | 105.16 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $6.1M | -5% | 8.2k | 748.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.6 | $5.2M | 17k | 300.45 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.3 | $4.7M | 69k | 68.01 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 3.2 | $4.6M | +3% | 93k | 49.55 |
|
| Ishares Tr Global 100 Etf (IOO) | 2.3 | $3.3M | +19% | 24k | 136.60 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 2.0 | $2.8M | +4% | 15k | 184.95 |
|
| Spdr Series Trust St Str R1k Lowv (LGLV) | 1.9 | $2.7M | +8% | 15k | 181.47 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 1.7 | $2.4M | 35k | 69.50 |
|
|
| Vanguard World Mega Cap Index (MGC) | 1.6 | $2.3M | 8.5k | 273.66 |
|
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| Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) | 1.3 | $1.8M | 80k | 22.45 |
|
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.1 | $1.6M | -9% | 21k | 75.68 |
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| Microsoft Corporation (MSFT) | 0.6 | $820k | +95% | 2.2k | 373.11 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $760k | +414% | 8.6k | 87.92 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.5 | $720k | +3% | 7.9k | 91.64 |
|
| Crocs (CROX) | 0.5 | $714k | 5.9k | 120.64 |
|
|
| Broadcom (AVGO) | 0.5 | $693k | 1.8k | 377.80 |
|
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| NVIDIA Corporation (NVDA) | 0.4 | $633k | +2% | 3.2k | 200.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $596k | +18% | 798.00 | 747.15 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $578k | 5.1k | 114.18 |
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| East West Ban (EWBC) | 0.4 | $559k | 4.3k | 129.09 |
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| Wal-Mart Stores (WMT) | 0.4 | $552k | +4% | 4.9k | 113.26 |
|
| Apple (AAPL) | 0.4 | $531k | 1.8k | 289.44 |
|
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| Merck & Co (MRK) | 0.4 | $527k | -5% | 4.1k | 128.50 |
|
| Eaton Corp SHS (ETN) | 0.4 | $521k | 1.2k | 426.12 |
|
|
| AutoNation (AN) | 0.3 | $456k | 2.5k | 185.79 |
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| Union Pacific Corporation (UNP) | 0.3 | $419k | -8% | 1.5k | 272.00 |
|
| Walt Disney Company (DIS) | 0.3 | $395k | -2% | 4.1k | 96.26 |
|
| Medtronic SHS (MDT) | 0.3 | $392k | -6% | 5.0k | 78.23 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.3 | $377k | 3.7k | 103.22 |
|
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| Marriott Intl Cl A (MAR) | 0.3 | $374k | 1.0k | 370.59 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $355k | +10% | 11k | 31.71 |
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $343k | 4.5k | 76.17 |
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| Vistra Energy (VST) | 0.2 | $316k | -8% | 2.0k | 158.63 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $305k | NEW | 3.0k | 101.65 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.2 | $303k | -6% | 3.3k | 90.81 |
|
| Oracle Corporation (ORCL) | 0.2 | $295k | -7% | 2.0k | 146.55 |
|
| Enterprise Products Partners (EPD) | 0.2 | $290k | -8% | 7.9k | 36.76 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $290k | NEW | 380.00 | 763.14 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $286k | NEW | 1.5k | 190.52 |
|
| Caterpillar (CAT) | 0.2 | $266k | NEW | 250.00 | 1064.90 |
|
| Corning Incorporated (GLW) | 0.2 | $257k | NEW | 1.0k | 255.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $239k | NEW | 324.00 | 737.34 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $234k | -20% | 24k | 9.86 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $232k | NEW | 193.00 | 1202.13 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $231k | 1.4k | 166.67 |
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|
| Prologis (PLD) | 0.2 | $219k | 1.6k | 135.48 |
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| Aptar (ATR) | 0.1 | $205k | NEW | 1.6k | 125.24 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $203k | -43% | 2.2k | 92.23 |
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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 2026 Q2 filed July 21, 2026
- 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