Legacy Advisory Services, LLC 13F Holdings
CIK 0002068847 · Exton, PA
As of Sep 30, 2025, Legacy Advisory Services, LLC reported 51 positions worth
CIK 0002068847 · Exton, PA
As of Sep 30, 2025, Legacy Advisory Services, LLC reported 51 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 252,239 | $27.9M | 20.98% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 253,706 | 9.9M | 14.96% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 167,685 | 6.9M | 12.71% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 128,809 | 2.3M | 9.22% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 39,151 | $7.6M | 5.73% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 67,461 | $5.9M | 4.46% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,409 | $5.6M | 4.24% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 20,666 | $5.0M | 3.80% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 16,424 | $4.0M | 2.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 31,197 | $2.5M | 1.89% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 14,287 | $2.4M | 1.79% |
| ISHARES GLOBAL 100 ETF | IOO | — | 18,481 | $2.2M | 1.67% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 31,779 | $2.0M | 1.54% |
| STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF | LGLV | — | 10,844 | .9M | 1.45% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 9,228 | $902.7K | 0.68% |
| BROADCOM INC | AVGO | Technology | 2,521 | $831.6K | 0.63% |
| SHOPIFY INC | SHOP | Technology | 5,063 | $752.4K | 0.57% |
| BLACKROCK INC | BLK | Financial Services | 640 | $746.4K | 0.56% |
| EAST WEST BANCORP INC | EWBC | Financial Services | 6,994 | $744.5K | 0.56% |
| VANGUARD WORLD FUND | MGK | — | 1,650 | $664.1K | 0.50% |
| AUTONATION INC | AN | Consumer Cyclical | 3,034 | $663.7K | 0.50% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,843 | $629.0K | 0.47% |
| SPDR S&P 500 ETF TRUST | SPY | — | 940 | $626.2K | 0.47% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 7,602 | $607.7K | 0.46% |
| WALMART INC | WMT | Consumer Defensive | 5,657 | $583.0K | 0.44% |