Legacy Advisory Services

Legacy Advisory Services as of March 31, 2026

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 229k 110.39
Spdr Series Trust State Street Spd (SPYM) 14.0 $18M 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 111k 92.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.5 $8.6M 45k 191.81
Ishares Tr Rus Tp200 Vl Etf (IWX) 4.4 $5.8M 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 17k 248.00
Ishares Tr Msci Intl Qualty (IQLT) 3.1 $4.1M 89k 46.23
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.0 $4.0M 68k 58.18
Spdr Series Trust State Street Spd (LGLV) 1.9 $2.5M 14k 178.10
Ishares Tr Global 100 Etf (IOO) 1.8 $2.4M 20k 120.97
Ishares Tr Rus Top 200 Etf (IWL) 1.8 $2.3M 15k 160.48
Ishares Tr Core 60/40 Balan (AOR) 1.7 $2.2M 34k 64.35
Vanguard World Mega Cap Index (MGC) 1.5 $2.0M 8.5k 236.35
Blackrock Etf Trust Ii Short Duration H (SHYM) 1.4 $1.8M 81k 22.02
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 1.3 $1.7M 23k 75.65
Vanguard World Mega Grwth Ind (MGK) 0.5 $618k 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 4.7k 124.28
Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $579k 7.6k 76.35
Broadcom (AVGO) 0.4 $566k 1.8k 309.54
NVIDIA Corporation (NVDA) 0.4 $539k 3.1k 174.41
Merck & Co (MRK) 0.4 $524k 4.4k 120.29
Metropcs Communications (TMUS) 0.4 $508k 2.4k 210.03
Crocs (CROX) 0.4 $486k 5.9k 83.02
AutoNation (AN) 0.4 $473k 2.4k 195.26
Apple (AAPL) 0.4 $473k 1.9k 253.74
Medtronic SHS (MDT) 0.4 $465k 5.4k 86.65
East West Ban (EWBC) 0.3 $458k 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 672.00 650.61
Microsoft Corporation (MSFT) 0.3 $417k 1.1k 370.32
Union Pacific Corporation (UNP) 0.3 $408k 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 3.9k 92.28
Silgan Holdings (SLGN) 0.3 $348k 9.0k 38.80
Marriott Intl Cl A (MAR) 0.3 $330k 1.0k 327.07
Vistra Energy (VST) 0.3 $328k 2.2k 150.33
Enterprise Products Partners (EPD) 0.3 $328k 8.7k 37.84
Vanguard World Industrial Etf (VIS) 0.2 $323k 1.0k 312.25
Oracle Corporation (ORCL) 0.2 $320k 2.2k 147.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $312k 10k 30.68
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $310k 3.7k 84.91
Spdr Series Trust State Street Spd (SPTM) 0.2 $281k 3.5k 79.06
Paramount Skydance Corp Com Cl B (PSKY) 0.2 $271k 30k 9.02
Marsh & McLennan Companies (MRSH) 0.2 $239k 1.4k 173.50
Prologis (PLD) 0.2 $217k 1.6k 132.17
Ishares Tr Future Ai & Tech (ARTY) 0.2 $210k 4.5k 46.53