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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

Legacy Advisory Services, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001172661-25-004508

Total Value
$132.8M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288679252,239$27.9M20.98%
2SPDR SERIES TRUST78464A854253,706$19.9M14.96%
3ISHARES TR46436E718167,685$16.9M12.71%
4ISHARES TR46429B697128,809$12.3M9.22%
5ISHARES TR46432F33939,151$7.6M5.73%
6ISHARES TR46428942067,461$5.9M4.46%
7ISHARES TR4642872008,409$5.6M4.24%
8VANGUARD WORLD FD92191087320,666$5.0M3.80%
9ISHARES TR46428765516,424$4.0M2.99%
10SPDR SERIES TRUST78464A80531,197$2.5M1.89%
11ISHARES TR46428944614,287$2.4M1.79%
12ISHARES TR46428757218,481$2.2M1.67%
13ISHARES TR46428986731,779$2.0M1.54%
14SPDR SERIES TRUST78468R80410,844$1.9M1.45%
15VANGUARD SCOTTSDALE FDS92206C6649,228$902,6830.68%
16BROADCOM INCAVGO2,521$831,5630.63%
17SHOPIFY INCSHOP5,063$752,4120.57%
18BLACKROCK INCBLK640$746,4480.56%
19EAST WEST BANCORP INCEWBC6,994$744,5110.56%
20VANGUARD WORLD FD9219108161,650$664,0650.50%
21AUTONATION INCAN3,034$663,7480.50%
22VISA INCV1,843$629,0110.47%
23SPDR S&P 500 ETF TRSPY940$626,1960.47%
24VANGUARD SCOTTSDALE FDS92206C4097,602$607,6560.46%
25WALMART INCWMT5,657$583,0240.44%
26T-MOBILE US INCTMUSZ2,406$575,9480.43%
27MEDTRONIC PLCMDT6,016$572,9820.43%
28FIDELITY COMWLTH TR3159128086,409$571,2340.43%
29PIMCO ETF TR72201R7756,078$567,3860.43%
30ISHARES TR46435G2686,857$505,5380.38%
31DISNEY WALT CO2546871064,197$480,6080.36%
32EATON CORP PLCETN1,230$460,3280.35%
33VANGUARD BD INDEX FDS9219378275,640$445,0910.34%
34COMCAST CORP NEWCCZ12,175$382,5470.29%
35CROCS INCCROX4,041$337,6260.25%
36PIMCO ETF TR72201R7833,469$331,9380.25%
37CARPENTER TECHNOLOGY CORPCRS1,209$296,9140.22%
38REDDIT INCRDDT1,275$293,2370.22%
39CLOUDFLARE INCNET1,290$276,8210.21%
40MARSH & MCLENNAN COS INC5717481021,362$274,4020.21%
41SPDR SERIES TRUST78464A38312,007$269,4310.20%
42TESLA INCTSLA600$266,8320.20%
43MARRIOTT INTL INC NEW5719032021,009$262,7840.20%
44ISHARES INC4642865252,070$248,2690.19%
45ENTERPRISE PRODS PARTNERS L2937921077,878$246,3450.19%
46SPDR SERIES TRUST78464A2849,778$243,7720.18%
47SELECT SECTOR SPDR TR81369Y803751$211,6770.16%
48ISHARES TR46435U5564,506$206,2630.16%
49AES CORPAES15,393$202,5720.15%
50ELI LILLY & COLLY265$202,3480.15%
51PROLOGIS INC.PLDGP1,748$200,1370.15%