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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Legacy Advisory Services, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001172661-25-004507

Total Value
$109.3M
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854328,005$21.0M19.20%
2ISHARES TR464287432125,128$11.5M10.50%
3ISHARES TR46428711986,165$7.0M6.42%
4ISHARES TR46429B69779,037$6.6M6.07%
5VANGUARD WORLD FD92191087327,826$5.5M5.02%
6ISHARES TR46432F33931,969$5.5M4.99%
7ISHARES TR46428942065,627$4.9M4.49%
8ISHARES TR4642872008,248$4.5M4.13%
9MICROSOFT CORPMSFT9,425$4.2M3.85%
10INVESCO QQQ TRIVZ8,071$3.9M3.54%
11ISHARES TR46428730941,603$3.8M3.52%
12ISHARES TR46428767130,111$3.8M3.51%
13NOVO-NORDISK A SNONOF17,409$2.5M2.27%
14ISHARES TR46428944618,263$2.4M2.24%
15SPDR SER TR78464A80532,173$2.1M1.95%
16VANECK ETF TRUST92189F6767,488$2.0M1.79%
17ISHARES TR46428757218,434$1.8M1.63%
18SPDR SER TR78468R80410,232$1.6M1.43%
19APPLE INCAAPL4,790$1.0M0.92%
20SPDR S&P 500 ETF TRSPY1,672$909,7900.83%
21SCHWAB STRATEGIC TR80852466435,955$853,7120.78%
22DISNEY WALT CO2546871068,189$813,0500.74%
23KLA CORPKLAC926$763,4960.70%
24VANGUARD WORLD FD9219108162,006$630,3990.58%
25TARGA RES CORPTRGP4,524$582,6570.53%
26VISA INCV2,121$556,5960.51%
27TRACTOR SUPPLY COTSCO2,025$546,7500.50%
28ISHARES TR46435G2688,677$543,1850.50%
29BROADCOM INCAVGO324$520,9160.48%
30BLACKROCK INCBLK635$499,6890.46%
31WALMART INCWMT7,312$495,1280.45%
32ISHARES TR46435U55614,506$481,4380.44%
33VANGUARD SCOTTSDALE FDS92206C4096,039$466,6710.43%
34AUTONATION INCAN2,886$459,9710.42%
35MERCK & CO INCMRK3,568$441,7180.40%
36SHOPIFY INCSHOP6,300$416,1150.38%
37EATON CORP PLCETN1,279$401,0300.37%
38EAST WEST BANCORP INCEWBC4,958$363,0740.33%
39MEDTRONIC PLCMDT4,585$360,9000.33%
40CATERPILLAR INCCAT1,064$354,4180.32%
41SCHWAB STRATEGIC TR8085247974,384$340,8660.31%
42COMCAST CORP NEWCCZ8,208$321,4440.29%
43PIMCO ETF TR72201R7833,168$293,7130.27%
44VANGUARD BD INDEX FDS9219378273,732$286,2450.26%
45MARSH & MCLENNAN COS INC5717481021,336$281,5730.26%
46CARPENTER TECHNOLOGY CORPCRS2,285$250,4420.23%
47SPDR SER TR78464A38311,454$247,0620.23%
48SPDR SER TR78464A2848,066$205,1890.19%