Legacy Advisory Services

Legacy Advisory Services as of Dec. 31, 2025

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 245k 110.15
Spdr Series Trust State Street Spd (SPYM) 15.3 $20M 254k 80.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 12.5 $17M 166k 100.38
Ishares Tr Msci Usa Min Vol (USMV) 9.2 $12M 130k 94.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.9 $7.8M 39k 198.62
Ishares Tr Rus Tp200 Vl Etf (IWX) 4.7 $6.2M 68k 91.86
Ishares Tr Core S&p500 Etf (IVV) 4.4 $5.8M 8.5k 684.97
Vanguard World Mega Cap Index (MGC) 3.9 $5.2M 21k 251.17
Ishares Tr Russell 2000 Etf (IWM) 3.0 $4.0M 16k 246.16
Spdr Series Trust State Street Spd (SPTM) 1.9 $2.6M 31k 82.50
Ishares Tr Rus Top 200 Etf (IWL) 1.8 $2.4M 14k 170.63
Ishares Tr Global 100 Etf (IOO) 1.8 $2.4M 19k 126.67
Ishares Tr Core 60/40 Balan (AOR) 1.5 $2.1M 32k 65.01
Spdr Series Trust State Street Spd (LGLV) 1.4 $1.9M 11k 175.58
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.7 $912k 9.2k 99.52
Broadcom (AVGO) 0.7 $873k 2.5k 346.05
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $815k 5.1k 160.97
East West Ban (EWBC) 0.6 $767k 6.8k 112.39
Blackrock (BLK) 0.5 $687k 642.00 1070.76
Vanguard World Mega Grwth Ind (MGK) 0.5 $653k 1.6k 412.84
Visa Com Cl A (V) 0.5 $647k 1.8k 350.70
Wal-Mart Stores (WMT) 0.5 $630k 5.7k 111.41
AutoNation (AN) 0.5 $627k 3.0k 206.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $614k 7.7k 79.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $600k 880.00 681.55
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $586k 6.4k 91.40
Medtronic SHS (MDT) 0.4 $578k 6.0k 96.06
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $567k 6.1k 93.07
Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $515k 6.9k 74.94
Metropcs Communications (TMUS) 0.4 $489k 2.4k 203.04
Walt Disney Company (DIS) 0.4 $478k 4.2k 113.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $450k 5.7k 78.81
Eaton Corp SHS (ETN) 0.3 $392k 1.2k 318.51
Carpenter Technology Corporation (CRS) 0.3 $381k 1.2k 314.77
Comcast Corp Cl A (CMCSA) 0.3 $367k 12k 29.89
Crocs (CROX) 0.3 $346k 4.0k 85.52
Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $335k 3.5k 94.82
Marriott Intl Cl A (MAR) 0.2 $313k 1.0k 310.24
Spdr Series Trust State Street Spd (SPMB) 0.2 $273k 12k 22.41
Marsh & McLennan Companies 0.2 $254k 1.4k 185.56
Enterprise Products Partners (EPD) 0.2 $253k 7.9k 32.06
Ishares Msci Gbl Min Vol (ACWV) 0.2 $243k 2.0k 118.77
Spdr Series Trust State Street Spd (HYMB) 0.2 $241k 9.7k 24.94
Cloudflare Cl A Com (NET) 0.2 $232k 1.2k 197.15
Prologis (PLD) 0.2 $224k 1.8k 127.68
AES Corporation (AES) 0.2 $221k 15k 14.34
Ishares Tr Future Ai & Tech (ARTY) 0.2 $217k 4.5k 48.17
Rocket Lab Corp (RKLB) 0.2 $216k 3.1k 69.76
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $216k 1.5k 143.97
Reddit Cl A (RDDT) 0.2 $201k 875.00 229.87