Legacy Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Legacy Advisory Services, LLC held in its portfolio 46 assets valued at $133,024,692 (i.e. $133.03M).
The most valuable assets in the portfolio included: ISHARES TR ($26.94M), SPDR SERIES TRUST ($25.34M), and ISHARES TR ($16.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Advisory Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 244533 | 26935266 | TRUST ISHARE 0-1 |
| SPDR SERIES TRUST | 317586 | 25336559 | STATE STREET SPD |
| ISHARES TR | 166080 | 16671115 | 0-3 MNTH TREASRY |
| ISHARES TR | 130020 | 12242678 | MSCI USA MIN VOL |
| ISHARES TR | 39218 | 7789491 | MSCI USA QLT FCT |
| ISHARES TR | 67824 | 6230354 | RUS TP200 VL ETF |
| ISHARES TR | 8493 | 5817432 | CORE S&P500 ETF |
| VANGUARD WORLD FD | 20674 | 5192688 | MEGA CAP INDEX |
| ISHARES TR | 16424 | 4042947 | RUSSELL 2000 ETF |
| ISHARES TR | 14295 | 2439156 | RUS TOP 200 ETF |
| ISHARES TR | 18743 | 2374201 | GLOBAL 100 ETF |
| ISHARES TR | 31629 | 2056201 | CORE 60/40 BALAN |
| VANGUARD SCOTTSDALE FDS | 9166 | 912200 | VNG RUS2000IDX |
| BROADCOM INC | 2524 | 873433 | COM |
| SHOPIFY INC | 5063 | 814991 | CL A SUB VTG SHS |
| EAST WEST BANCORP INC | 6824 | 766949 | COM |
| BLACKROCK INC | 642 | 687426 | COM |
| VANGUARD WORLD FD | 1581 | 652693 | MEGA GRWTH IND |
| VISA INC | 1845 | 647040 | COM CL A |
| WALMART INC | 5657 | 630261 | COM |
| AUTONATION INC | 3034 | 626460 | COM |
| VANGUARD SCOTTSDALE FDS | 7700 | 613903 | SHRT TRM CORP BD |
| SPDR S&P 500 ETF TR | 880 | 599760 | TR UNIT |
| FIDELITY COMWLTH TR | 6409 | 585783 | NASDAQ COMPSIT |
| MEDTRONIC PLC | 6016 | 577915 | SHS |
| PIMCO ETF TR | 6086 | 566451 | ACTIVE BD ETF |
| ISHARES TR | 6870 | 514822 | RUSEL 2500 ETF |
| T-MOBILE US INC | 2406 | 488514 | COM |
| DISNEY WALT CO | 4197 | 477544 | COM |
| VANGUARD BD INDEX FDS | 5715 | 450399 | SHORT TRM BOND |
| EATON CORP PLC | 1230 | 391767 | SHS |
| CARPENTER TECHNOLOGY CORP | 1210 | 380866 | COM |
| COMCAST CORP NEW | 12270 | 366743 | CL A |
| CROCS INC | 4041 | 345586 | COM |
| PIMCO ETF TR | 3534 | 335093 | 0-5 HIGH YIELD |
| MARRIOTT INTL INC NEW | 1009 | 313032 | CL A |
| MARSH & MCLENNAN COS INC | 1368 | 253845 | COM |
| ENTERPRISE PRODS PARTNERS L | 7878 | 252569 | COM |
| ISHARES INC | 2047 | 243126 | MSCI GBL MIN VOL |
| CLOUDFLARE INC | 1175 | 231651 | CL A COM |
| PROLOGIS INC. | 1757 | 224335 | COM |
| AES CORP | 15393 | 220736 | COM |
| ISHARES TR | 4506 | 217076 | FUTURE AI & TECH |
| ROCKET LAB CORP | 3100 | 216256 | COM |
| SELECT SECTOR SPDR TR | 1502 | 216243 | STATE STREET TEC |
| REDDIT INC | 875 | 201136 | CL A |
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